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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.




Phone +91 77604 94035


         Disciplined Portfolio building approach

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


Integrity & Transparency
         Excellence in Quality
         Customer Satisfaction
         Individual Attention

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


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