New batch for Financial Modelling starting from 15thJanuary | CFA Level 2 & Level 3 starting from 14thJanuary | CFA Level 1 & FRM Part 1 starting from 15thJanuary | Contact us on 8888077722, or

FinTree MoneyEssentialsTM

MoneyEssentials is as highly customized and sophisticated investment management and Financial Planning service offered for various client categories.

Few of the services which are covered under MoneyEssentials are:

  • Risk Profiling
  • Investment mix and policy
  • Matching investments to objectives
  • Detailed Asset allocation
  • Balancing risk against performance
  • Tax Planning
  • Continuous Portfolio Tracking
  • Estate Planning
  • Legal Consulting


Through MoneyEssentials follows a comprehensive investment process with a strategic plan in place, it also makes room for tactical allocations to make the most of short term opportunities in Markets.

Research has always been the core area of activity at FinTree. From the inception of the company we have focused on a dedicated research team which is engaged in analyzing the Indian economy and various investment opportunities.

The Advice offered under the service is based on the extensive research done by dedicated Investment Professionals and Research Analysts.

FinTree has no association with any mutual fund or insurance company, which ensures no conflict of interest resulting in authentic and unbiased advice.