Mitraz Financial Services Pvt. Ltd.

सामान्य जानकारी

The present service providers in the wealth management industry have been following a product sell based model where the key motivator in advising a client is the revenue that a relationship manager makes from a sale. This has built up distrust among clients due to:

• Lack of transparency with regard to charges.
• Limited range of options and coverage due to exclusive marketing tie ups that wealth management firms get into with financial product manufacturers.
• Inadequate domain knowledge and skill levels among Relationship managers.

Mitraz Financial Services Pvt. Ltd seeks to address this need for a competent and trusted financial advisor by being amongst the first to offer innovative and comprehensive Fee Based Financial Services. It’s business model will redefine standards with regard to Transparency, Range of services and Domain expertise. Mitrazl provides services in the areas of Financial Planning, Direct Equity, Mutual Funds, Fixed Income, Insurance, Loans, Estate Planning, Tax Filing and Book Keeping. The focus will be on effective client reporting & management while optimizing the professional fees and charges from a client's perspective.