Mitraz Financial Services Pvt. Ltd.

The financial industry is currently beset with conflict of interest and mis-selling of products; in this scenario, Mitraz was conceptualized to provide fee-based financial advice that is transparent and holistic in nature. We are one of the first firms in Bangalore to get SEBI's RIA (Registered Investment Adviser) license in 2014. We have consistently grown with clients through referrals and have a very high customer retention rate. Mitraz provides services in the areas of Financial Planning, Direct Equity, Mutual Funds, Fixed Income, Insurance, Loans, Estate Planning, Tax Filing and Book-Keeping. We are not affiliated with any financial institution - Bank, Mutual Fund or Insurance company, which means that we work in your best interest while creating value for you by developing customized strategies, researching and recommending products that best fit your needs, eliminating commissions, and reducing costs. At Mitraz, we are dedicated to help you realize your aspirations and live a fulfilled life.

Website

http://www.mitraz.financial

External link for Mitraz Financial Services Pvt. Ltd.

Industry

Investment Management

Company size

11-50 employees

Headquarters

Bangalore, Karnataka

Type

Privately Held

Founded

2010

Specialties

Financial Planning, Investment Advisory, Book Keeping, Tax Planning, Preparation and Filing, Wealth Management, and Investment Management