The miAspirations service is designed to help the Client realize their Aspirations. It is created to not only fulfil your financial goals including retirement corpus but to go much beyond this. We help you identify what brings that sparkle in your eye – in other words your “Aspirations”. We will work with you to put a holistic plan together based on your unique situation. In a nutshell, Mitraz Team is purely dedicated to help you realize your aspirations and live a fulfilled life!
The miAspirations model comprises of below listed services:
Financial Freedom Unvieled!
We will help you realize Aspirations by aligning your personal finances.
ROI on Investments Maximized!
We will build and grow a personalized investment plan that integrates all important asset classes.
Liquidity At Your Fingertips!
Let us build your liquidity plan so that you are always on.
Income Tax Optimized!
We plan for taxes with estimates and advance tax payment calculations.
Efficient Estate Planning!
We prepare the Estate Plan as per your requirements and assist in executing it too.
At Mitraz, People, Process & Platform are Seamlessly Integrated To Deliver To Our Client's Aspirations with Complete Satisfaction & Customer Experience Placed On Top Priority.
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
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
100% Legal & Regulatory Compliance
100% Transparent Fee Based Model
Worth of Assets Under Management
Clients and Families Covered
End to End Security
"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 you 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.".