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At wealth tree we are conducting a One Day Financial Planning and Investment Options Program on 23rd Feb 2019 from 11 AM - 1 PM
 
Topics Dealt in the session
 1) On financial Planning:
 a) Risk Planning
 b) Child Edu.

Financial Planning and Investment Options - With Prasad Dasari

 

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About The Event

 

At wealth tree we are conducting a One Day Financial Planning and Investment Options Program on 23rd Feb 2019 from 11 AM - 1 PM

 

Topics Dealt in the session

 1) On financial Planning:

 a) Risk Planning

 b) Child Edu. Planning

 c) Retirement Planning

 d) Tax Planning

 e) Investment Planning

 

2) Investment Options

a) Mutual Funds

b) Stock Market/Structured Products

c) Real Estate

 

Who are we?

Wealth Tree Group started by a group of experienced professionals, committed for developing long-lasting client relationships rooted in trust, integrity, mutual respect and exceptional service with an average experience of over 20 years in financial planning and wealth management.

 

We have expertise & can offer our professional services in the following segments.

  1. Financial Planning (Tax planning, Retirement planning, Risk planning & Investment planning)
  2. Mutual Funds (SIP, Balanced funds, High yield growth funds)
  3. Insurance (Life, Health & general)
  4. Stock Markets (Research & Broking). We also conduct training programs on Trading strategies and technical analysis.
  5. Real estate (Flats, Plots, Gated community Villas, Commercial Spaces

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