About Us

Welcome To Moneytree Financial Services

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.

Incorporated in the 2015, with 149+ satisfied clients, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.

We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, including mutual funds, equities, ETFs, bonds, FDs, PMS, NPS, loans against mutual funds and insurance, adequate to help meet your diverse financial objectives.

GUIDING VALUES

Transparency: Transparency on everything concerning customers
Objectivity: Objectivity in all decision making
Education: Proper education and information to customers
Partnership: Working together with customers as a team
Customer-first: Guiding light while handling customers
Continuous Improvement: In our service standards and customer experience
Relationship: Developing a happy, life-long relationship with customers

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

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Years Of
Expereience

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Satisfied
Clients

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Crores
Of AUM

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Lakhs
SIP p.m.

Our Philosophy

Right People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Value Added Services

Rich Product Basket

Client Centric Approach

Our Team Members

Management:
	Mr. Dilip Shenoy
	Dilip Shenoy is the Co-Founder of Moneytree Financial Services. He has over 23 years of rich experience in the Financial Services industry. An MBA by education, he is known for his deep understanding of client-centric distribution practices and their challenges. He has worked with organizations like HSBC, Axis Bank, and ICICI Bank in their Personal Finance and Wealth Management divisions.

	Mrs. Lakshmi Shenoy
	Lakshmi Shenoy is the Co-founder of Moneytree Financial Services (MFS). She has over 23 years of rich experience in the Financial Services industry. An MBA by education she has worked in Client Servicing in the Wealth Management division of Standard Chartered Private Bank, HDFC Bank, and Tata Telecom Services. She is in charge of client relations (operations) at MFS."