financial planning orientation programme

 At wealth tree we are conducting a One Day Financial Planning and Investment Options Program on 16th MARCH 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