WealthTree Investment Services is a trusted and independent mutual fund distribution and financial wellness firm committed to empowering individuals, families, and businesses with smart, goal-aligned, and ethical financial solutions.
Smart and structured tax-saving strategies designed to reduce your tax burden while improving long-term wealth efficiency.
Simple, practical guidance to help families build strong money habits, understand investments, and make confident financial decisions.
A personalized roadmap that aligns your investments with life goals like education, home purchase, and retirement for clear future readiness.
Comprehensive protection solutions covering life, health, and personal risks to secure your family’s financial stability against uncertainties.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
We've been helping businesses to do their best since 2018.
"I have known Ms. Bindu N. Kumar of Wealthtree for more than eight years, and her service has been consistently outstanding. Her expertise in investments, coupled with her deep knowledge of financial products, has always guided us in making well-informed decisions. She brings remarkable dedication and commitment to her work, ensuring that every detail is handled with care and clarity. Her advice is practical, timely, and always in the best interest of the client. What stands out most is her approachability-she is always available and accessible for any assistance or guidance, no matter the time. As an institution, we feel a strong sense of confidence and trust in her services. Her professionalism and reliability make her an invaluable partner in our financial planning and investment journey."
"We have been associated with Wealthtree Investments for over a decade and remain very happy with their services. When it comes to Bindu N Kumar, she is a multi-talented, dedicated professional who never says no to any task and often goes the extra mile for her clients. Thank you, Bindu, for patiently guiding us through the best ways to invest and explaining everything in such a clear, friendly, and practical manner. We feel much more confident about our investments and future planning, and truly appreciate how you made a complex process feel simple and reassuring. Warm regards, "
"WealthTree Working with Bindu and the WealthTree team has been a truly rewarding experience. Her thoughtful guidance has helped both my daughters since the beginning of their earning journey and brought clarity and confidence to their financial planning. She has also been instrumental in helping my bhai, bhabhi, and mother choose schemes best suited to their individual needs. Bindu's personal attention, sincerity, and practical approach make wealth management feel easy and reassuring. Thank you, Bindu, for always going the extra mile for our family."
"Thanks a lot for taking the time to walk me through the best way to invest. You explained everything in such a simple, friendly, and practical way that it made the whole process feel so much easier to understand. I really appreciate how patient you were and how clearly you broke down all the options. I genuinely feel more confident now about where to put my money and how to plan things better. Thank you for your guidance and for making something so complicated feel so straightforward. It honestly helped a lot."
"Bindu brings a rare combination of clarity, insight, and genuine sincerity to her work. Her approach is thoughtful and structured, yet always grounded in what truly serves her clients' best interests. She simplifies the complex, communicates with transparency, and offers guidance that feels both trustworthy and empowering. Her professionalism and dedication make her someone you can rely on with complete confidence. I highly recommend Ms. Bindu N. Kumar, WealthTree Investments for all your investment needs and wish her continued success."
"I am extremely happy to share my experience with the wealth tree and it’s team. I am a retired person from Indian Air Force & Hindustan Aeronautics Ltd Helicopter Division Bengaluru. I was interested in investing my amount for long term. Already I had invested my partial amount in post office then I came to know the concept of investing in mutual fund through Vindu Prakash. She explained us step by step and we started our investment in mutual fund in 2022. Awe are satisfied with her guidence so far and are looking forward to invest some more amount in it. Thank you wealth tree, thank you Bindu Prakash."
"I appreciate the personalised service provided by Mrs. Bindu - Wealth Tree fund distributor. She has helped to build a diversified and goal oriented portfolio. Timely updates, clear guidance helped in achieving steady growth. Her dedication and reliability sets her apart."
"I am blessed to have Ms Bindu N Kumar, the proprietor of Wealth Tree Investments, as my financial guide. Some of my friends had told me that investing in mutual funds is risking one’s own financial stake. It is the advent of Ms Bindu, who brought conversion to my financial life. Her meticulous efforts in explaining the mutual fund concept, regular follow-up, strategic guidance, timely advice, and sharing her own clientele's success stories enticed me to invest in mutual funds. In 2018, motivated by Ms. Bindu, I started investing in mutual funds. I am thrilled that whatever funds I have invested in are yielding positive results. I highly appreciate Ms Bindu’s excellent rapport with her clients. The best part of her service is that she regularly updates the current status of mutual funds by emailing the weekly “mutual fund portfolio valuation CAGR Report”. Thank you, Ms Bindu being instrumental in my steady financial growth through mutual funds. I wish that your Wealth Tree Investment portal empowers all your clients with security and makes them feel confident and happy about their financial future. "
