Our Mission
To promote awareness on Insurance & Mutual Funds to the general public.
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About Us
As a Financial Advisor, we believe in quality investment advice with a very focused approach towards investor's personal financial goals and needs. We Belief in Unbiased advice and completely transparent and professional approach.We are Providing one Roof Solutions to our Clients i.e Loans Consultancy, Life and general Insurance and Mutual Funds. We believe in long term relationships with our all investors and Guiding Clients towards Financial Planning and Goal based Asset Allocation Strategies. My total work experience is more than just work. it is a combination of learning in different aspects of Financial Planning.. Real life investor behavior and learning from them added extra advantage, continuous and dedicated study of our each investor's Financial life is important to us. Qualfication - BSc (CA), MCSE, M.I.B , M.B.A (marketing) Experience as an Advisor is 20 Years
Our Vision
To build My Wealthy Tree as a trusted brand in the Financial Services.
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It was a great experience to be associated with My Wealthy Tree I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from My Wealthy Tree.
Ankit Kumar
I have good experience with My Wealthy Tree , also they provide me good suggestion on time to time and very supportive team.
Vinod Kumar
It was a great experience to be associated with My Wealthy Tree I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from My Wealthy Tree.
Yogesh Gupta
I have good experience with My Wealthy Tree , also they provide me good suggestion on time to time and very supportive team.
Mukesh Arora
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Mutual Fund
Sebi beefs up cybersecurity measures for regulated intermediaries
Sebi has also advised the entities to encrypt sensitive and personally identifiable information (PII) data, specifically in transit, to protect its access from any attacker
Mutual Fund
Losing traction: BAFs' dream run halts even as equity market stays volatile
Balanced advantage funds (BAF), which emerged as an investor favourite in the latter part of 2021, have hit a rough patch in terms of attracting inflows.
Mutual Fund
Retail mutual fund assets base grows 9.3% to over Rs 23 trn in January
However, the value of institutional assets has marginally decreased to Rs 17.42 lakh crore in January 2023, from Rs 17.49 lakh crore in January 2022
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Office DS Financials, Bengali Mohalla , Ambala cantt
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