At WealthTree Investment Services, we offer a comprehensive range of financial solutions designed to help you build, protect, and grow your wealth with clarity and confidence. Each service is delivered with personalized attention, unbiased guidance, and long-term partnership.
At WealthTree, we offer personalised investment strategies across equity, hybrid, and debt mutual funds to help you build long-term wealth with clarity and confidence. Our approach focuses on understanding your goals, risk appetite, and time horizon, and then creating a disciplined investment plan through SIPs, STPs, and SWPs.
We help you reduce tax liability and improve post-tax returns through smart, structured investment planning. Our tax-efficient approach covers 80C optimisation, ELSS selection, capital gains management, and tax-friendly withdrawal strategies, ensuring your savings work harder while you stay compliant. With personalised recommendations tailored to your income, goals, and financial responsibilities, we make tax planning simple, effective, and stress-free.
Our financial education programs empower families and young earners with practical money skills for real-life decisions. We simplify complex financial concepts—such as budgeting, saving, investing, risk management, and money habits—so families can make confident financial choices. Through interactive sessions and easy-to-understand guidance, we help build financially aware households that grow together with discipline and smart planning.
We design clear, actionable financial roadmaps to help you achieve important life goals such as child education, home purchase, business expansion, and retirement readiness. By analysing your earning potential, responsibilities, time horizon, and risk profile, we create a customised plan that guides every investment step. Our goal-based approach brings structure, confidence, and predictability to your financial journey, ensuring you stay on track through different life stages.
We conduct systematic portfolio reviews to evaluate the performance, risk levels, and alignment of your investments with your goals. Our rebalancing strategies ensure your portfolio remains healthy, diversified, and well-positioned for changing market conditions. By analysing fund performance, asset allocation, and market indicators, we make timely adjustments to keep your investment journey stable, efficient, and growth-oriented.
Our financial wellness programs are designed for individuals, corporates, and professionals who want to build strong money habits and long-term financial discipline. These programs include workshops on SIPs, budgeting, investment basics, responsible borrowing, and future planning—all presented in simple and actionable formats. We aim to create financial confidence, reduce money-related stress, and help people take control of their financial wellbeing.
We help individuals, families, and organisations secure their future through personalised insurance planning that covers life, health, accident, and critical illness protection. For corporates and trusts, we offer group mediclaim, group term life, keyman insurance, gratuity planning, and other structured protection solutions. Our advice is based on a clear understanding of your responsibilities, life stage, and risk exposure—ensuring your loved ones and organisation remain financially protected against uncertainties.
Retirement Planning at WealthTree helps you build a financially secure, independent, and comfortable life after your working years by creating a clear, disciplined, and inflation-ready strategy. We assess your future expenses, lifestyle aspirations, medical needs, and long-term responsibilities to determine the ideal retirement corpus, and then craft a personalized investment plan that grows steadily and provides stable income post-retirement.
Our Mutual Fund Distribution service helps you invest smarter by offering carefully selected fund options that match your goals, risk appetite, and investment horizon. We simplify the entire process—right from choosing suitable schemes to building a balanced portfolio—while ensuring complete transparency and unbiased guidance. With regular reviews, disciplined SIP planning, and ongoing support, we help you stay on track through market changes and work toward long-term wealth creation with confidence and clarity.
At WealthTree, your financial wellbeing is our purpose.
We are committed to earning your trust through honesty, knowledge, and consistent results.
With a foundation built on experience and a vision built on empathy, we aim not only to grow your wealth—but to secure your future.
