What clients say about us

Mrs. Shubhada & Mr. Santosh Vinekar (Retired)
"As our retirement was approaching, we were under great pressure & also distressed handling our finance's at the home front. We had funds lying in several banks, mutual funds & bonds and just couldn't remember their details or manage re-investing them as we were lost & also incurred losses in the process. Finally, we were blessed to be introduced to Moneytree Financial Services, who helped us solve our problems and sort out the investments done earlier. Thereafter, we never had to look back!

Both Mrs. & Mr. Shenoy were and are always responsive with timely & transparent advice. They have so far, managed our finances cautiously across appropriate & reliable asset mix, which has yielded remarkable risk adjusted returns. We being Senior Citizens, want our hard earned money to be safe and earn regular income ( better than post tax FD's) and more importantly look forward to peace of mind, without any worries in our retired life. We thank you Lakhsmi & Dilip Shenoy for being our guide in this journey. "

Ms. Rupali Das

Business Process Lead ( Risk & Compliance), TCS.

"My journey with Money Tree Financials started in the year 2017. It’s been six years but it still feels like last year. I was introduced to Dilip Shenoy through a common friend. I used to initially invest in Mutual Funds on my own by researching but the outcome was not great. Too much information on Google was confusing at times. That was the time I decided to connect with a Financial Advisor. I had a lot of fear in mind to meet a financial advisor as the assumption was, he would be asking too much questions. Dilip made me feel comfortable and worked on my goals and over all what I was looking out from Mutual Funds. My primary goal was retirement so accordingly he suggested to me funds which I am happy to share are performing well. Dilip always insisted on keep investing and never give up when markets are not performing well. This one advice of Dilip I have been following consistently till date and have no regrets. Dilip is approachable and you can call him to meet if you wish to realign your portfolio.

Over the years I have also recommended Money Tree Financials to two of my friends as well and will continue as I want other people also to benefit from Money Tree financials. It's learning in life its always best to connect an expert if you wish to see your money growing....Thanks Dilip".

Mr. Surendra Patil & Mrs. Vaishali Patil

(Partner) M/s. Sankalp Consultants (Thane)

It is indeed our pleasure to connect to knowledgeable and professional mutual fund distributor. Sometimes, we do panic about allocating and the withdrawals of investments .However, with Moneytree Financial Services, we experienced that we were guided properly and saved our monies directly or indirectly from loss. Similarly, we experienced that with proper guidance and our perseverance, we earn from our investments.We wish you with prosperity in your business & happy life in your future.

Aniket Sakpal

Software Architect

"I come from a family where there is not much awareness about finances. I was looking for investment options when I started earning but unfortunately for almost 10 years, I came across only insurance agents who sold me guaranteed money back policies. I was happy and content that my investments and retirement planning was taken care of until I met Dilip when I understood that the reality was far from that.

I was introduced to Dilip in 2016 by a CA who is also a common friend of ours. I am eternally thankful to him also for introducing me to Dilip. Within a few interactions I realized that Dilip is sincere and trustworthy and genuine advisor and for the first time I felt happy that I was not meeting another insurance agent under the hood of a financial advisor.

First thing Dilip did was very methodically calculate my current state of portfolio and with actual figures he made me aware of the importance of keeping insurance and investments separate. Dilip explained to me the purpose of setting goals for my investments. He encouraged me and my wife to identify short term, mid term and long term goals for our investments. He opened my eyes about the amount of funds we will need for our retirement keeping the monster called inflation in mind.

It has been 5 years now and he is more like a good trusted friend (or I might also call elder brother) to me than a financial advisor. I am very happy that Dilip is managing my portfolio. He has provided good advice on my queries whenever I have any. I only wish I had met Dilip much earlier in my 20s so that I could have started my investment journey with him much earlier. I wish him lots of success and wish for a continued relationship with Moneytree Financial Services.

Mrs. Sujata Chattopadhyay

Insolvency Resolution Professional

Dear Dilip, I congratulate you on the completion of 6 years of Moneytree Financial Services. I thank you for your services, thanks to which, my family and I have one less thing to worry about. Our presence is reassuring and we value your advice.

Bhushan Sachdev

Vice President in a Pharmaceutical Company

“I have known Dilip since last 7 years when he was employed with a bank as an investment adviser. He came across as a person who was very client oriented and concerned about their benefits rather than pushing products which gave a better commission to his employing bank.

Dr Sunita Manglik

Consultant Family Physician

Dilip, though introduced by my daughter, you have been God sent for me. As a medical doctor, nearing retirement, I wanted a professional like you, who could plan my finances with my future needs in mind. And this is exactly what you did, you invested very safely and wisely. In fact with your help and guidance I could fulfil unexpected financial demands without losing a night’s sleep. I am grateful to you for your professional excellence and wish you many folds success for commitment to your work.

Dr Ajay Nayak

MDS - ChiefMaxillofaciaI Radiologist,INsight CBCT Imaging Technologies

"I have been associated with Moneytree Financial Services right from its inception. As of July 2021, I am completely debt free and this has been possible only due to the meticulous and fundamentally sound financial advice provided by Mr Dilip Shenoy and his team. The concept of regular savings, coupled with periodic and systematic reviews of investments helped me set my financial goals and then achieve them ahead of the time frame set aside for those. The invaluable advice about the correct path to follow regarding home loan procedures, vehicle loan procedures and other financial instruments have helped me in achieving an absolutely secure and tension free, financial independence. For a person coming from a non-financial background, the advice has been life-changing. Today I can live a carefree life knowing that my investments are safe and on the right track with Moneytree Financial Services. And as the "Moneytree" grows, I can reap its sweet fruits. My heartfelt gratitude to Mr Shenoy and team for being there for my financial health."

Benaifer Reporter

HR Consultant

Congratulations Dilip and MFS! For someone who did not understand finance, you made it easy to understand and appreciate the true meaning of investing and saving. Your sound advise and financial judgment has been very encouraging and I for one am grateful to have you looking after my finances. You work keeping your clients best interests in mind.Thank you for all your support. I wouldn't be where I am today if it wasn't for the comfort you provided and continue to provide with your sound financial planning...All the very best Dilip and MFS.
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What We Offer

Purchase of any financial products without consulting a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

Plan
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
Execute
Implement your customized advice by buying all the recommended financial products on one single platform.
Manage
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.

About Us

The financial world is today complicated with the availability of a plethora of financial products, solutions and platforms. Having the right partner in your investment journey can make the difference between success and failure.

We at Moneytree Financial Services aim to make this positive difference in your life. Working together, we can help you simplify the complexities by focusing on your financial well-being with a holistic, long-term approach.

"Money grows on the tree of persistence" - Japanese proverb

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Products We Provide For You

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.

  • Equity Fund
  • ELSS Fund
  • Debt Fund
  • Small Cap Fund
  • Balanced Fund
  • Large Cap Fund

A capital market is a financial market in which long-term debt or equity-backed securities are bought and sold. Capital markets channel the wealth of savers to those who can put it to long-term productive use, such as companies or governments making long-term investments.

Capital markets are composed of primary and secondary markets. The most common capital markets are the stock market and the bond market.

  • Equities
  • Preference Share
  • Debt Instruments

Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule. For example, the borrower may have to pay interest at a fixed rate once a year, and to repay the principal amount on maturity.

Fixed-income securities can be contrasted with equity securities – often referred to as stocks and shares – that create no obligation to pay dividends or any other form of income.

  • Corporate Bonds
  • Treasury Bonds
  • Certificate of Deposits

Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.

Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles. A diversified portfolio helps spread the risk of possible loss because of below-expectations performance of one or a few of them.

  • Aggressive
  • Hybrid
  • Defensive

Real estate business is one of the most lucrative business in India and the second largest behind agriculture. The real estate sector can be divided into three main categories – commercial, residential and land with all sectors booming in India due to the growing middle class and foreign investment into India.

Real estate is the property, land, buildings, air rights above the land and underground rights below the land.

  • Residential
  • Industrial
  • Commercial

Insurance refers to a contractual arrangement in which one party, i.e. insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount, in exchange for an adequate consideration called as premium.

The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured.

  • Life Insurance
  • Health Insurance
  • Car Insurance
  • Disability Insurance

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We at Moneytree Financial Services aim to make a positive difference in your life. Working together, we can help you simplify the complexities by focusing on your financial well-being with a holistic, long-term approach.

Contact Us

Moneytree Financial Services
Office Address:
A / 6, Anubhav, Dr. R. P. Road,
Mulund west,LIC Colony,
Mumbai - 400080, Maharashtra.

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