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Our 10th Anniversary, Made Special For You!

Avail 25% Discount* on Financial Planning Services

Book your consultation with our Expert Financial Adviser for your Investments.

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Disclaimer - Mitraz is NOT a Loan Provider.

We are a Financial Planning & Investment Advisory Firm.

Your financial plan provides a peak into your financial future
so that you can alter your course in a direction you wish to steer.

Mitraz Advisory Team

It's our 10th Anniversary!

Mitraz was founded in 2010 with three team members with a unique proposition of fiduciary, transparent and client-centric business and service model. Today with 450+ Crores of Assets Under Management and an experienced team of 43 Mitrans, we are a well-known brand in the fee-based Wealth Management industry. We could not have come this far without the loyal support of our client families and the hard work of each member of the Mitraz team.

September 2020 marks our 10th anniversary month & we wish to celebrate it with you! Mitraz is known for helping clients realize their aspirations through our comprehensive Financial Planning and Investment Advisory Services. As a token of gratitude on our anniversary, we are providing our Financial Planning Service at a flat 25% discount.

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Comprehensive Financial Planning

Basic Plan Advanced Plan
Introduction to FP
Current Cash flows, Asset Details, Net worth
Financial Health Ratios Analysis
Retirement Planning
Life Insurance Planning
Health Insurance Planning
Financial Goals Planning
Savings Analysis for Goals & Retirement
Life Goals Excercise
Customized Cash Flow Scenarios
Risk Profiling
Asset Allocation
Current Expenses Analysis
Existing Insurance Analysis
Existing Loans Analysis
Existing Investments Analysis
Tax Planning
Fee* Rs. 10,000
Rs. 7,500
Rs. 20,000
Rs. 15,000
*GST Extra
Wish to know more? Fill the form to request a callback from our advisory team.

The 10 Key Benefits of Financial Planning

A financial planner can provide unbiased perspective & direction for your investments.

Roadmap for your Goals

Estate
Planning

Plan for a "In The Pink" Retirement

Create Checks & Balances

Professional Approach

Risk Analysis for Life & Health

Inculcates Financial Discipline

Foresees Financial Risk to Goals

Helps Manage Personal
Taxes

Helps you Achieve your Aspirations

Why Choose Mitraz?

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See What Other People Think About Mitraz

Here's just some of the feedback from clients who have been helped by our advisers.

The discipline has been a huge learning & impact on me & my family. The cost that is on us from Mitraz is negligible. There is a win-win situation here.

Revathi Anantharam

Vice President-Program Management, Odessa

They have a deep understanding of what the client wants both short-term & long-term...They help address the financial criteria of every family member holistically. The team at Mitraz is highly qualified, professional, process-driven & methodical in their approach.

Vasanth Kumar

MD of a Leading Retail Company

Mitraz gave us a comprehensive plan to reach our target of 1M Dollars. They understand the market well and are always there...

Ankur Mehrotra

Brand Owner, Kanika Jewels
Secure Your Financial Future.

Offer valid until the 30th of September 2020.