Mitraz Financial provides a range of financial planning and investment advisory services, focusing on wealth management and mutual funds. The company caters primarily to other financial services firms, including asset management and life and health insurance companies. By offering tailored financial advisory solutions, Mitraz Financial aims to enhance its clients' investment strategies and overall financial well-being.
Upwardly, a subsidiary of Scripbox, provides a digital platform for financial advisory and portfolio management services. Established in 2015 and based in Bengaluru, India, it offers users comprehensive tools for investment analysis, risk assessment, and monitoring. The platform facilitates goal-based investments across various asset classes, including mutual funds, gold, equities, real estate, cryptocurrency, and bonds. It features calculators for systematic investment plans, mutual funds, and other financial products, helping users make informed investment decisions. With a focus on maximizing returns while considering market conditions and tax implications, Upwardly aims to assist both individuals and businesses in achieving their financial goals. Since merging with Scripbox, which manages a significant amount of assets and has helped thousands of investors accumulate wealth, Upwardly continues to enhance its offerings in the digital wealth management space.
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