corporate presentation : money tree - wealth creation simplified

© 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

mailto:[email protected]

Everyday YOU are bombarded with

complexity



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…



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



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



Our Knowledge,expertise and experience are the edge

Money doesn't grow by itself…



Right Instrumentskeeping in view your Desires, Age, Lifestyle and Goals


We suggest



Timely

Our Timelyadvise ensures you maximize your returns - faster




Our Disciplinedand regular approach to investment ensures that you multiply and maximize your returns on investments faster




We Customizedfinancial products for all type of investors with different priorities




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



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

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4 3

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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

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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



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


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




• 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

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Don’t Save!...



... INVESTAt the right time in the right instruments



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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


corporate presentation : money tree - wealth creation simplified

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