Mitraz Financial Services Pvt. Ltd logo
VerifiedInvestment Management· Founded 2010

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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HeadquartersBangalore, IndiaEmployees17(11 to 50)Founded year2010Websitemitraz.financialLinkedIn profileLinkedIn

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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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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