The biggest risk in life is not taking risk.
Certified Professionals
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.
Read what our Clients have to say about our Professional Services
I have been dealing with Mitraz for the last two years and I am really happy working with a professional organization like Mitraz. Their professional team understood my requirement in detail before suggesting me any solution. I came to know that my exposure to equity was very high which got balanced in the last two years. Mitraz recommends what is right for me rather what is right for them as most of the other so-called wealth planners recommend where they got more commission. I wish them great success for them and their clients
Mitraz team have created a business model where they make money via Financial Instruments only when you make money from it. By recommending only Zero commission instruments their growth is tied to your growth. If you are a smart person, with no time to track the markets and need a sound financial advisor who works for your betterment, don't look beyond Mitraz.
I have found the entire Mitraz team a pleasure to work with. They offer an integrated professional service without compromising on client interests. In a day and age where consultants offer the moon and deliver a lemon, they have been refreshingly different in their approach to offer sound and to-the-point advice without bias. I can wholeheartedly vouch for them.
Mitraz has met and surpassed my expectations of financial advisors by wise and skilful placement of my money. They started the journey by knowing my comfort level, risk appetite and ensured that my financial goals were understood. They provide regular updates and are available to explain & review my portfolio by answering all questions. They have a proactive approach to their work and follow-ups are quite regular. I feel I am in safe hands.
As we are nearing almost a year now of my business relationship with Mitraz, I wish to state that it has been a pleasure working with Mitraz and particularly with Yashika and Sathish. I truly appreciate the time you guys spent with me listening to my needs, priorities and understanding what I’m looking forward from a financial advisory service - especially when I’m more of a novice when it comes to financial management. Frequent discussions what we had over the past one year had been very engaging and interactive which has really set the tone to a very long lasting business relationship with Mitraz. I wish the team at Mitraz and you in particular continued success. Please keep up this excellent service. Thank you.
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.
9+ years of Award Winning Experience.
Dynamic Investment Advisory
Financial Adviser
100% Legal & Regulatory Compliance
100% Transparent Fee Based Model
Worth of Assets Under Management
Clients and Families Covered
End to End Security
