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.
We believe that wealth is not built by chance—it is built by clarity, discipline, and a long-term strategy that adapts to life’s changes.
Our approach is rooted in personalized planning, continuous portfolio monitoring, and offering unbiased guidance that always puts our clients' interests first.
At WealthTree, every client relationship begins with deep understanding—of your goals, values, responsibilities, and lifestyle aspirations. We then craft a practical financial strategy and monitor it through changing markets to ensure your money is working efficiently for your future.
Who We Are
WealthTree is not just a financial services company—it is a relationship-driven partner that focuses on understanding you first, before offering any financial direction. Our team believes in ethical guidance, continuous learning, and compassionate support to help you make confident money decisions.
We communicate openly, honestly, and without hidden agendas.
Your goals come before anything else—always.
We take responsibility for our advice and stand by our guidance.
We grow with you through life’s milestones.
Staying updated with market trends, regulations, and industry developments to serve you better.
To guide individuals and families toward financial independence by delivering transparent, personalized, and research-backed investment solutions—built on trust, integrity, and lifelong partnership.
To become the most trusted financial wellness partner for every Indian family by making quality investment guidance accessible, understandable, and goal-oriented—helping people live more confident and financially secure lives.
