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Corporate Presentation : Money Tree - Wealth Creation Simplified

Money Tree is a Wealth creation and Management firm providing financial planning solutions aiming to make the lives of our clients unrecognizably richer in spirit and wealth. Our vision is to provide high quality and customized financial planning solutions focusing on Safety, Revenue Generation, Secured Future and Wealth Creation

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Corporate Presentation : Money Tree - Wealth Creation Simplified

  1. 1. © 2010 Money Tree Your GROWTH is our Mission Wealth Creation Know more at money-tree.in Secured Future Revenue Generation Safety
  2. 2. Simplified Wealth Creation 2291 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  3. 3. Everyday YOU are bombarded with complexity 3391 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  4. 4. Howtoavoidrisk? Is one of your concerns… 4491 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  5. 5. Is one of your dreams to… Grow your wealth? Provide the best education to your children? Travel the world? Own a luxurious home? Retire without compromising on your lifestyle? …You Need 5591 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  6. 6. 2 When to invest 3 How to invest 4 How to maximize your wealth …Dedicated Wealth Manager 1 Where to invest your hard earned money 6691 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  7. 7. Money Tree Money Tree is a Wealth creation and Management firm providing financial planning solutions aiming to make the lives of our clients unrecognizably richer in spirit and wealth. Safety Revenue Generation Secured Future Wealth Creation Money Tree is part of “ The Premier Association of Financial Professional ” MDRT – Global Accolade ● Decades of experience in financial services ● Disciplined Portfolio building approach ● Access to a flexible range of wealth management solutions ● A dedicated professional client advisor ● Customized regular updates to maintain transparency 791 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  8. 8. Our Knowledge,expertise and experience are the edge Money doesn't grow by itself… 8891 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  9. 9. Right Instruments keeping in view your Desires, Age, Lifestyle and Goals Money doesn't grow by itself… We suggest 9991 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  10. 10. Timely Our Timely advise ensures you maximize your returns - faster Money doesn't grow by itself… 101091 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  11. 11. Our Disciplined and regular approach to investment ensures that you multiply and maximize your returns on investments faster Money doesn't grow by itself… 111191 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  12. 12. We Customizedfinancial products for all type of investors with different priorities Money doesn't grow by itself… 121291 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  13. 13. Our Vision Our vision is to provide high quality and customized financial planning solutions focusing on Safety, Revenue Generation, Secured Future and Wealth Creation. ● Decades of experience in financial services ● Complete range of financial products ● Disciplined Portfolio building approach 131391 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  14. 14. Our Differentiators Need Identification Process Comprehensive / Customized Need Based Solutions Regular Performances Tracking of your Investments Timely Advice Results exceeding your expectations Defined turnaround timeStrategic Alternatives 1 2 4 3 5 6 Our Value is our Difference ● Disciplined Portfolio building approach ● A dedicated professional client advisor ● Structured and proactive advice ● Access to a flexible range of wealth management solutions 7 141491 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  15. 15. Need Identification • Process Identifying your current income level • Identifying your current expenses • Identifying your current savings • Your future goals, plans and dreams • Determining the Corpus / Wealth / amount needed to meet your goals / Objectives and Dreams – Comfortably and Conveniently 1 2 4 3 Comprehensive / Customized Need Based Solutions • This step is to offer customized financial solutions and plans that aligns with your long-term wealth goals Regular Performances Tracking of your Investments • Through our dedicated Relationship Managers, who would track the performance of your investments on a daily, weekly as well as monthly basis to ensure that your investments are at par with your long term goals. Timely Advice • Timely advice and solutions to shuffle or exit your investments from one plan to another, keeping in line your long term plans Our Differentiators - Approach 151591 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  16. 16. Strategic Alternatives • Reviewing the impact of new strategies on your finances and your future. This is done with the goal of educating you to make well- informed decisions, enabling you to take action to improve your financial well-being Results exceeding your expectations • Through regular re-evaluation of your financial picture and providing new solutions to bring positive changes in your life we aim at providing results exceeding your expectations Defined turnaround time • To meet all your: Short term, Mid term and Long term financial goals 7 6 5 161691 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified Our Differentiators - Approach
  17. 17. Basket of Products Wealth Management Portfolio Management Money Tree Club Insurance Cover Equity Trading Commodity Trading Mutual Funds A wide range of products - One stop shop for all your needs 171791 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  18. 18. 181891 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified • Periodical review of your investments • Timely advise on shuffling investments • Timely advise on profit bookings • Providing money & capital on need basis and in line with goal requirements • Reminders on lucrative investment opportunities in the market • Tax advise on how to save maximum tax through various sections • Single window and Single point of contact for all your investment needs: Insurance- Life, Health, Travel; Equities, Mutual Funds ETFs, etc. • One Page consolidated view of all your investments • Complete CONFIDENTIALITY of all your Investments Money Tree Advantages for YOU 1 2 3 4 5 6 7 8 9
  19. 19. Don’t Save!... 191991 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  20. 20. ... INVESTAt the right time in the right instruments 202091 77604 94035 • sales@money-tree.in MONEYTREE Wealth Creation Simplified
  21. 21. 21 Presenting Money Tree ‘Risk comes from not knowing what you’re doing.’ Warren Buffett ...Your Financial Advisory MONEYTREE Wealth Creation Simplified
  22. 22. © 2010 Money Tree Know more at money-tree.in Telephone: +91 77604 94035 Email: sales@money-tree.in We are happy to help Contact Us

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  • Rao_Tahir

    Sep. 25, 2016
  • jagdishpatankar

    Apr. 22, 2017

Money Tree is a Wealth creation and Management firm providing financial planning solutions aiming to make the lives of our clients unrecognizably richer in spirit and wealth. Our vision is to provide high quality and customized financial planning solutions focusing on Safety, Revenue Generation, Secured Future and Wealth Creation

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