Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organization. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.

The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime any where – through online access or through a mobile application.
MARS
E-Wealth A/c

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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