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To promote awareness on Insurance & Mutual Funds to the general public.
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About Us
As a Mutual Fund Distributor, we provide unbiased, transparent, and professional investment support services with a strong focus on investors' personal goals and long-term needs. Our approach is centered on goal-based planning and disciplined asset allocation, supported by a deep understanding of real-life investor behavior gained over 20 years of distribution and client-servicing experience.
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To build My Wealthy Tree as a trusted brand in the Financial Services.
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It was a great experience to be associated with My Wealthy Tree I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from My Wealthy Tree.
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I have good experience with My Wealthy Tree , also they provide me good suggestion on time to time and very supportive team.
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It was a great experience to be associated with My Wealthy Tree I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from My Wealthy Tree.
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I have good experience with My Wealthy Tree , also they provide me good suggestion on time to time and very supportive team.
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Mutual Fund
Sebi beefs up cybersecurity measures for regulated intermediaries
Sebi has also advised the entities to encrypt sensitive and personally identifiable information (PII) data, specifically in transit, to protect its access from any attacker
Mutual Fund
Losing traction: BAFs' dream run halts even as equity market stays volatile
Balanced advantage funds (BAF), which emerged as an investor favourite in the latter part of 2021, have hit a rough patch in terms of attracting inflows.
Mutual Fund
Retail mutual fund assets base grows 9.3% to over Rs 23 trn in January
However, the value of institutional assets has marginally decreased to Rs 17.42 lakh crore in January 2023, from Rs 17.49 lakh crore in January 2022
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