Our Story

Mitraz was first conceptualized by our two founders in 2009. In the midst of the financial industry being beset with conflict of interest and mis-selling of products we began operations in December 2010 in Bangalore, to provide fee-based financial advice that is transparent and holistic in nature.

We have consistently grown with clients through referrals and have a very high customer retention rate. Our energy has been focused on creating an experienced team, developing technology enablers and institutionalizing standardized processes. Our strong research and consistent outperformance, while maintaining high standards of client servicing are testaments to the robustness of the model. We are one of the first firms in Bangalore to get SEBI's RIA (Registered Investment Adviser) license in 2014.

Why Mitraz

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PEOPLE

Mitraz team has professionals from leading financial and engineering institutes. Our teams go through a comprehensive induction and ongoing training programs to provide rigorous financial planning, scientific asset allocation and rich customer experience to our clients. The knowledge domains cover advisory, research, operations, technology and consumer design. Each member of the team is encouraged to enrol in relevant courses for higher learning and keeping up-to-date with the latest advancements in technology and trends.

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PROCESS

There is a saying “We rise to the level of our Goals and fall to the level of our Systems and Processes”. At Mitraz, we believe that if we have the right Processes and Systems in place then the outcome will take care of itself. There is a dedicated group under Customer Experience department within Mitraz that develops optimal processes in every function and monitors them to ensure repeatable and predictable outcomes.

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PLATFORM

We have invested heavily in our Technology platform that innovates and automates the entire process from client on-boarding to investment recommendations to generating portfolios. The cutting-edge data analytics provide insightful analysis to the decision-making and continuous monitoring system. The automated work flow management system from client onboarding to financial planning modules to client servicing and investment management with user-friendly dashboards provide a rich customer experience to clients.

Our Board

Anup Bansal

Co-founder, Managing Director

Anup co-founded Mitraz in 2010, with an aim to provide transparent and client-centric ...

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Varun Girilal

Co-founder, Executive Director, Wealth Advisory

Varun co-founded Mitraz with the dream to create a more holistic investment advisory experience ...

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PL Srinivas

Executive Director, Technology & Operations

Srinivas was one of the first investors in Mitraz and is passionate about personal finance, wealth ...

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Rajesh Navaneetham

Director

Compassionate Leader with a strong penchant to create purpose driven teams...

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Leadership & Management

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Anup Bansal

Co-founder

Managing Director

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Varun Girilal

Co-founder, Executive Director

Wealth Advisory

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Srinivas P L

Executive Director

Technology & Operations

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Meyyappan M

Senior Vice President

Customer Experience

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Satish Anand

Senior Vice President

Capital Markets Research

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Vinod M S

Senior Vice President

Direct Equity Research

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Priyanka Chitlangia

Senior Vice President

Wealth Advisory

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Binoy D'Cruz

Vice President

Wealth Advisory

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Nandita Jaiswal

Vice President

Financial Planning Advisory

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T Sri Sudha

Associate Vice President

HR & Admin

Mitrans

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Ankit Puri

Senior Manager
Business Development
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Apurva Raman

Associate Vice President
Wealth Advisory
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Asit Kumar Sahoo

Software Engineer
Technology
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Atrayee Sen

Manager
Customer Experience
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Deepak Jain

Associate Vice President
Business Development
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Gautham Raj C

Executive
Operations
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Hari Aluri

Service Executive
Operations
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Kanchana Sridhar

Associate Manager
Wealth Advisory
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Kushal BS

Associate Manager
Wealth Advisory
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Lakshmi S

Associate Manager
Operations
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Mahesh R

Associate Manager
Operations
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Maruti L

Service Executive
Operations
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Partha Sarathi Panda

Senior Software Engineer
Technology
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Premanada Sahoo

Senior Software Engineer
Technology
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Priyanka Singh

Vice President
Wealth Advisory
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Rahul Saha

Associate Manager
Wealth Advisory
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Ramanan SK

Manager
Wealth Advisory
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Ranjitha Ramesh

Software Engineer
Technology
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Rohit Krishna Murthy

Associate Manager
Research
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Shalini Navandar

Manager
Financial Planning Advisory
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Shikha Chowdhary

Associate Manager
Wealth Advisory
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Siddharth Sreelal

Lead Engineer
Technology
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Sourab Ballal

Associate Manager
Wealth Advisory
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Sudhin Haridas

Associate Manager
Wealth Advisory
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Sundram Sinha

Senior Software Engineer
Technology
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Sunitha Sanjay

Senior Manager
Operations
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Swathi BCN

Executive
Operations
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Timsi Jhalani

Associate Manager
Customer Experience
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Twinkle Sebastian

Associate Manager
Customer Experience
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Vandana Bandlamudi

Software Engineer
Technology
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Varsha Gaikwad

Associate Manager
Financial Planning Advisory
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Vijaya Lakshmi G

Associate Vice President
Operations
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Yash Dhona

Senior Manager
Wealth Advisory
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Yashika Agarwal

Manager
Wealth Advisory
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Zeba Hassan

Manager
Research

We Make It Happen

Here
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Celebrations

At Mitraz
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News

Testimonials

Awards

Careers

We are always looking for bright, passionate and committed people to join Mitraz wholesome culture. Working at Mitraz means, being with a committed team of dynamic professionals who are helping Clients to achieve their Financial Well-being, Happiness and Aspirations. Mitraz is leading the pathway by adopting a conflict free business model for Wealth Advisory services. Being a Mitran gives you access to talented and experienced people across various functions and responsibilities. Mitraz consciously has been building a diverse culture that allows best ideas to surface during our brain-storming sessions. We deliver as a team and we also know how to let our hair down after a tough project is completed.

We have experienced and qualified team members from prestigious institutes including IIT Alumni, MBA's, Chartered Accountants, CFA's, CFP's and NISM Certified professionals.