IvyTree Financial Services

IvyTree Financial Services SEBI registered MFD, ARN-170869 | IvyTree Financial Services helps in investment decisions and ex*****on

14/11/2022

Today is a beautiful day………..Children’s day reminding us of our early days. Would like to share one very bold thought-provoking commercial that I hope will make you introspect your own ideology and at the same time share with everyone around you. The message is profound and beautiful. Thank you team Bournvita for such a beautiful message.

Financial planning might sound complex and meant for wealthy people. But to speak the truth, it is equally required by e...
06/10/2021

Financial planning might sound complex and meant for wealthy people. But to speak the truth, it is equally required by everyone irrespective of the earning level one is into. Planning is important for everyone. Do plan and execute withing the means available.

Its a very sharp statement. However difference between savings and investment is very hazy to many. For a brighter futur...
06/09/2021

Its a very sharp statement. However difference between savings and investment is very hazy to many. For a brighter future, investment seed needs to be sown now. No alternative to that.

Let's resolve to work towards financial independence as we celebrate our country's 75th independence day. Every individu...
14/08/2021

Let's resolve to work towards financial independence as we celebrate our country's 75th independence day. Every individual's effort will help in building a more stronger and prosperous country as a whole.

Fear and Greed are two conflicting emotions in our mind when it comes to investment. Getting a grip on both is very impo...
20/07/2021

Fear and Greed are two conflicting emotions in our mind when it comes to investment. Getting a grip on both is very important. Only proper knowledge and mindful implementation is key to success.

I would like to thank Aga Khan Health Board for organizing such a session and inviting me for it. In the current pandemi...
07/06/2021

I would like to thank Aga Khan Health Board for organizing such a session and inviting me for it. In the current pandemic scenario, the interest of the subject is understood. It was indeed a very interactive session with loads of queries. Very interesting topics like difference between Top-up and Super Top-up plan, duplication of policies, Pre-existing disease coverage, Reloading of Sum Assured, Porting of policies etc. came in for discussion. Hope the discussion would have helped all who participant. In case someone is interested to hear the discussion am putting up the link in the first comment box.

Learning is a continuous process and life is the best tutor. However pace of learning can be increased manifold if we st...
05/06/2021

Learning is a continuous process and life is the best tutor. However pace of learning can be increased manifold if we start sharing our learning to everyone around us. I humbly thank Aga Khan Health Board for inviting me to share my learning on health insurance as a subject and be part of their noble act of spreading the importance of the subject to their large number of group members.

02/03/2021

If you are thinking of investment in Gold, these bonds of GOI are good option.

Good option for long term Gold investors.......
02/03/2021

Good option for long term Gold investors.......

Time and patience is must for any good result. It's just like planting a seed or raising a child where dedicated and con...
23/02/2021

Time and patience is must for any good result. It's just like planting a seed or raising a child where dedicated and conscious efforts are putting to get the desired outcome.

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Thane
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