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ABOUT US

 

ABOUT US

Money Tree’s financial planning is as much about one’s dreams and aspirations as about managing finances. We   help individuals concretize their dreams and work towards realizing them. We believe that financial wellbeing is an    integral part of one’s overall wellbeing and we aspire to be our customers’ partners in achieving the same!

With Money Tree, our customers’ benefit from investment and financial solutions tailor-made to their personal  goals , dreams and priorities. Our professional advisor uses a proactive and systematic  approach to help the customers   select from a wide range of services, and keeps regular track of their portfolio.

Using our unique approach, our accomplished and certified advisors push the boundaries of breakthrough thinking to   maximize our customers’ wealth and to bring significant value to their life. Simply put, Money Tree aims to build our   customers’ legacy.

Our CORE VALUES
Integrity & Transparency: At Money Tree, integrity is the way of life. Our highest reward is trust and long term   relationship.
Excellence in Quality: Quality is at the center of everything we do and we set the highest quality standards for   ourselves.
Commitment: We provide a complete responsive and resourceful obligation. We not only perform to deliver agreed   commitments with speed and agility, but also provide prompt responses and acceptance of constructive criticisms.
Customer Satisfaction: We strive to be the best and aspire to the highest level of excellence in our services. We   deliver what we promise.
Individual Attention: We treat each client with the utmost care; we try developing and maintaining a strong   personal relationship; we provide service with a commitment to professionalism, trust and the highest level of   personal and professional integrity.

    [ SEND ME A RELATIONSHIP MANAGER ]
       sales@money-tree.in

     
Phone +91 77604 94035

 

    [ SERVICES & PRODUCTS]
         Wealth Management
         Portfolio Management
         Equity Trading
         Mutual Fund
         Commodity Trading
         Financial Planning
         Insurance Cover
         Money Tree Club

 

     [ WHY MONEY TREE ]
         Disciplined Portfolio building approach

         A dedicated professional client advisor
         Structured and proactive advice
        
Access to all financial solutions

 

     [MONEY TREE VALUES]
        
Integrity & Transparency
         Excellence in Quality
         Commitment
         Customer Satisfaction
         Individual Attention

   

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