My Financial Advisor of choice should:

  • Provide me a one stop integrated solution covering all important aspects of my personal finances such as financial planning, investment advice, taxes and book keeping.
  • Be Transparent and Provide independent and personalized advice without conflict of interest.
  • Be competent, well qualified and have the backing of world class systems and processes.
  • Provide rigorous monitoring of my existing portfolio and regular updates.
  • Have a Long-Term relationship based focus instead of Short-Term transactional approach.

Mitraz seeks to address these critical financial needs of the Indian Upper Middle class, High Net worth and Corporate clients. In India, Users of Wealth Management services haven’t been very satisfied with their experience of financial advisory services. Distrust has arisen due to lack of transparency and inherent conflict of interest in existing wealth management models.

We offer a pioneering Fee based model that addresses these important gaps. We are privileged to have you visit our site. To know more about the Mitraz Service offering and how we can address your need for a trusted and competent advisor, kindly click on our About Us and Services links.

Financial Planning

Objective: Prepare a roadmap that helps you achieve personal financial goals. Build, Execute and Monitor this personal Financial plan.

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Investment Advisory

Objective: Build, Execute and monitor a personalized investment plan that can integrate all important asset classes. Your investment plan

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Book Keeping And Taxes

Objective: Deliver operational support with regard to your investments, Tax compliance and Book keeping.

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