Mitraz Financial Services Pvt. Ltd
The financial industry is currently beset with conflict of interest and mis-selling of products; in this scenario, Mitraz was conceptualized to provide fee-based financial advice that is transparent and holistic in nature. We are one of the first firms in Bangalore to get SEBI's RIA (Registered Investment Adviser) license in 2014. We have consistently grown with clients through referrals and have a very high customer retention rate. Mitraz provides services in the areas of Financial Planning, Direct Equity, Mutual Funds, Fixed Income, Insurance, Loans, Estate Planning, Tax Filing and Book-Keeping. We are not affiliated with any financial institution - Bank, Mutual Fund or Insurance company, which means that we work in your best interest while creating value for you by developing customized strategies, researching and recommending products that best fit your needs, eliminating commissions, and reducing costs. At Mitraz, we are dedicated to help you realize your aspirations and live a fulfilled life.
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Verified contacts
15
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- NJ
Nandita Jaiswal
Client Manager · Customer/Client Service
EmailPhone - SS
Stuti Sachdeva
Associate Manager Wealth · Finance & Accounting
EmailPhone - AB
Anbu Brivan
Anbu · General Business & Management
EmailPhone - MS
Mahesh Shankar
Operations · Operations
EmailPhone - SB
Swathi Bcn
Operation Exe · Other
EmailPhone
Showing 5 of 15 verified contacts
Top roles at Mitraz Financial Services Pvt. Ltd
13 distinct titles indexed · top 10 shown.
- 2operations
- 1anbu
- 1associate manager wealth
- 1client manager
- 1company
- 1customer service executive
- 1operation exe
- 1operation executive
- 1operations associate manager
- 1operations executive
- +3more titles
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