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SERVICES OFFERED  

 
SERVICES OFFERED

We have four distinct lifestyle approaches to financial advisory services, depending on your needs and your profile.

For Professionals  
As your career grows, so does your income and aspirations.  This calls for a dedicated wealth manager to advise   you   on planning your investments and meeting your financial goals through customized and comprehensive asset   allocation strategy and Portfolio Management.

For Entrepreneurs
To create a balance between your personal and business finances. Our wealth managers help you maintain this   balance.

For Accomplished
We help you achieve a worry-free retirement at par with your current lifestyle.

For Non-Resident Indians
We offer products designed to best suit your investment objectives, be it long term returns, quick liquidity or capital   preservation.

Our focus is to provide financial advice of high net worth individuals and families in order to meet   their   long term needs and goals. The quality, structure and depth of our advice is the core value proposition to clients. We aim at maximizing our   customers’  wealth bringing significant value to their life.

Client solutions
Our team works together with our client to provide tailor-made product solutions to meet clients’ needs.

Investment solutions
   •   Strategic and tactical asset allocation
   •   Discretionary Portfolio Management
   •   Advisory services

Investment products
   •   Direct equities, IPOs
   •   Mutual Funds and Structured products
   •   Life Insurance and Pension Plans
   •   Commodity Trading

Wealth Planning and Portfolio Management
   •   Estate planning
   •   Retirement planning and superannuation
   •   Insurance and risk management

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

     
Phone +91 77604 94035

 

    [Our 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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