Money Tree is a Wealth
creation and Management firm providing financial planning solutions aiming
to make the lives of our clients unrecognizably richer
in spirit and wealth. Our vision is to provide high quality and customized
financial planning solutions focusing on Safety, Revenue
Generation, Secured Future and Wealth Creation.
We possess broad experience in variety of
financial domains and rich industry insights in servicing end-to-end
financial needs. The defining elements of Money Tree are
integrity, long term commitment to customers’ interests
and intellectual edge.
We fashion our strategies
based on comprehensive wealth management, viewing the client’s portfolio as a whole.
Understanding the total picture enables us to identify
opportunities and provide solutions for getting just the right fit in a simplified manner.