Date post: | 23-Jan-2017 |
Category: |
Economy & Finance |
Upload: | rajendran-mohanram |
View: | 78 times |
Download: | 1 times |
© 2010 Money Tree
Your GROWTH is our Mission
Wealth Creation
Know more at money-tree.in
Secured Future
Revenue GenerationSafety
SimplifiedWealth Creation
2291 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
Everyday YOU are bombarded with
complexity
3391 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
Where to invest my money?
How to get maximum returns? How to diversify my portfolio?
How to grow m
y wealth?
How to avoid
risk?
How to manage my
portfolio?
Is one of your concerns…
4491 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
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 Need5591 77604 94035 • [email protected] MONEY TREE Wealth Creation
Simplified
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 • [email protected] MONEY TREE Wealth Creation Simplified
Money TreeMoney 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
7791 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
Our Knowledge,expertise and experience are the edge
Money doesn't grow by itself…
8891 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
Right Instrumentskeeping in view your Desires, Age, Lifestyle and Goals
Money doesn't grow by itself…
We suggest
9991 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
Timely
Our Timelyadvise ensures you maximize your returns - faster
Money doesn't grow by itself…
101091 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
Our Disciplinedand regular approach to investment ensures that you multiply and maximize your returns on investments faster
Money doesn't grow by itself…
111191 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
We Customizedfinancial products for all type of investors with different priorities
Money doesn't grow by itself…
121291 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
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 • [email protected] MONEY TREE Wealth Creation Simplified
Our Differentiators
Need Identification Process
Comprehensive / Customized Need Based Solutions
Regular Performances Tracking of your Investments
Timely AdviceResults exceeding your expectations
Defined turnaround time Strategic 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 • [email protected] MONEY TREE Wealth Creation Simplified
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 • [email protected] MONEY TREE Wealth Creation Simplified
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 • [email protected] MONEY TREE Wealth Creation Simplified
Our Differentiators - Approach
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 • [email protected] MONEY TREE Wealth Creation Simplified
181891 77604 94035 • [email protected] MONEY TREE 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 TreeAdvantages for YOU
1
2
3
4
5
6
7
8
9
... INVESTAt the right time in the right instruments
202091 77604 94035 • [email protected] MONEY TREE Wealth Creation Simplified
21
Presenting Money Tree‘Risk comes from not knowing what you’re doing.’Warren Buffett
...Your Financial Advisory MONEY TREE
Wealth Creation Simplified
© 2010 Money Tree Know more at money-tree.in
Telephone: +91 77604 94035 Email: [email protected]
We are happy to help
Contact Us