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BASKET OF PRODUCTS

 
BASKET OF PRODUCTS

Money Tree is a niche solution provider in personal finance and investment space. We provide end-to-end services   from planning to execution and management of investments for our customer. We provide personalized services   through our highly qualified financial advisors.

We pride ourselves on the full range and depth of investment solutions that we offer to our satisfied list of investors.

  •    Wealth Management
  •    Portfolio Management
  •    Equity Trading
  •    Mutual Funds
  •    Commodity Trading
  •    Financial Planning
  •    Insurance Cover
  •    Money Tree Club

 

Wealth Management

 

 

Money Tree Wealth management is a service provided to help high net worth individuals protect and grow their wealth. This advanced investment advisory involves providing diverse range of services, such as financial planning, investment management, tax planning and cash flow and debt management, based on client requirements.

 

 

 

 

 

Portfolio Management

 

 

Money Tree Portfolio Management Services provides long-term wealth creation to high net-worth individuals through active portfolio management. We will analyse your risk profile and customise a portfolio and , invest your money after scientifically analyzing the pros and cons of the various options.

 

 

 

 

 

Equity Trading

 

 

At Money Tree Wealth management, we follow a disciplined approach in picking the right stocks and periodically analyze your portfolio to ensure long term wealth creation

 

     
 

Mutual Funds

 
 

Money Tree research team designs a mutual fund portfolio based on investment objectives and analysis of current portfolio. Investments are tracked continuously to decide on switching and building a new portfolio in line with the customer's long term financial goals.

 
 

 

 
 

Commodity Trading

 
 

Money Tree aims to catch each and every fluctuation in volatile commodities methods to maximise your return from commodities.

 
 

 

 
 

Financial Planning

 
 

Financial planning is a critical exercise in ensuring long-term financial security for you and your family members. Money Tree provides a financial plan like a road map to help you achieve your life’s financial goals and dreams.

 
 

 

 
 

Insurance Cover

 
 

Money Tree objective is to guarantee that you find the right insurance to cover all your worries at the same time create the right investment opportunities.

 
     
 

Money Tree Club

 

 

Investors who do not have the minimum requirement to join the Portfolio Management Service can still make use of our expertise by becoming members of the Investor Club. By becoming a member the investor can, for a fee, get his investment portfolio analysed.

 
   

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

     
Phone +91 77604 94035

 

     [ 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

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

 
 
 
       

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