MONEY TREE
Mutual Funds Distribution, Life and General Insurance are the prime focus of businesses that have the investment vehicles designed to help, pursue life objectives. Money Tree
AMFI-Registered Mutual Fund Distributor
The mutual funds are professionally managed, well regulated, and a bouquet of products having exposure to different asset classes like Equity, Debt, Gold, etc, which would
help in diversification. Presently we are in the arena of Mutual fund Distribution as the primary focus and secondarily facilitating in financial education & training to handhold, to have good
governance which helps in the comfortable standard of life, managing a large satisfied and content client base across India. Established in the year 2002, with a Life insurance license, with the personal life challenges faced, which taught us the importance of preparedness to face lifetime hurdles. In 2005 acquired a General insurance license along with Mutual fund distribution AMFI Certification 2006. Being in the financial service arena, recognized the importance of enhancing my knowledge on a regular basis. The best way of achieving the same is only through imparting the knowledge to others, which we carved through becoming Facilitators of different learning and knowledge academies. Training facilitation also helps us in the continuous learning process, dynamically updating knowledge and information. A highly respectable profession that scaled up, along with bringing satisfaction and contentment of helping clients and industry fraternity. Presently we are serving in the arena of Mutual Fund Distribution as a primary focus and secondarily as Life and General insurance agents along with facilitating financial education & training to have good governance which helps in the comfortable standard of life, managing a large satisfied and content client base across India.
