Swati Priya's Contact Details

Swati Priya's Company Details

Mitraz Financial Services Pvt. Ltd.

Bengaluru, Karnataka, India • 11 - 50 Employees
Financial Services

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.