4 Steps to Wealth Management

  • 1.
    Identify life goals and map them to financial goals.
  • 2.
    Define how much wealth is required based on goals.
  • 3.
    Put together a roadmap and financial plan to accumulate the wealth required.
  • 4.
    Implement and monitor the plan. Make sure to implement the plan with prudent risk management.

How to Create Wealth

Learn More

How to Become Financially Free

Learn More

The biggest risk in life is not taking risk.

Mitraz Advisory Team

Certified Professionals


Meet Our Wealth Advisers

A good Wealth Adviser goes beyond managing a client’s finances; she strives to understand a client's Aspirations and focuses her energies & expertise to bring them to life.

At Mitraz, being an expert financial adviser is just the beginning. We encourage our advisors to earn the trust of our clients and build long term relationships with them.

We believe Wealth Advisory is not just about growing your investments.

Its about planning...
  • Your Aspirations

  • Your Constraints

  • Your Immediate Needs

  • Your Investment Profile

How Mitraz Can Help

Avoid Investment Traps

Invest Wisely

Achieve Financial Freedom

Live a Life of your Dreams

Try our Financial Calculators
and get insights to make a decision.

We have transformed many lives through our skilled and honest work.

Read what our Clients have to say about our Professional Services

Serving Clients Across the Globe

Our competitive edge

We are a team of professionals
Our Journey at a Glance

Establishing a long-lasting and symbiotic relationship with clients is our primary goal.
We bring innovation, expertise and technology together to meet unique business challenges.

We are a SEBI Registered Investment Adviser
with high standards of Customer Satisfaction

Number of Complaints * (as on 30th April 2023)

At the beginning of the month Received during the month Resolved during the month Pending at the end of the month Reasons for pendency
0 0 0 0 Not Applicable

* Displaying SEBI registered complaints as per latest SEBI guideline

Complaint Data Details

Compliance Audit Status

S. No. Financial Year Compliance Audit Status Remarks (if any)
1 FY2020-21 Conducted NA
2 FY2021-22 Conducted NA
3 FY2022-23 Under Process NA