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.