Educate, Empower, Evolve, Enjoy

'To hand hold persuade life goals'

utual Funds are the prime focus of business at Money Tree, which are the investmentvehicles designed to help in pursuing life goals. We hand hold our clients in this crucialarena, to help persuade life goals through mutual fund products, with a strongrelationship well managed with regular interactions and supported by the latest knowhow & technology.

MONEY TREE established in the year 2002, with the personal life challenges faced, whichtaught us the importance of preparedness for life time hurdles. A profession which ismore self dependent with satisfaction & contentment of helping clients, along with selfemployment was the priority.

The mutual funds are professionally managed, well regulated, bouquet of products havingexposure to different asset classes like Equity, Debt, Gold etc, which would help indiversification.

Presently we are in the arena of Mutual fund Distribution as primary focus and secondarilyfacilitating in financial education & training to hand hold, to have good governance whichhelps in comfortable standard of life, managing a large satisfied and content client baseacross India.

Our perception of 4E's Educate, Empower, Evolve, Enjoy as four wheels with which we wouldsteer our future business module.

Educate, Empower, Evolve, Enjoy

Education in the arena of finance, which helps bringing vision and shaping goals.

Empower to take well informed decisions about their future, fully aware and visualize the

path which they want to travel through.

Evolve the hence carved, well thought over and ascertained financial path, with confidence

and vision, to face, life situations which could be known or unknown surprises.

Enjoy life with this preparedness.

We are also empanelled with major front line Asset Management Companies to offer vide range of products andservices without any bias. The client satisfaction is of the utmost importance to us, which we shall nourish with theregular update of our knowledge, client interactions and quality of service.

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"Mutual Fund investments are subject to market risks, read all scheme related documents carefully”

Kindly read Disclaimer section in our website carefully, before initiating any business relationship with us.

# 2, Vanajakshi Complex, Katriguppa Main Road, BSK 3rd Stage, Bangalore - 560 085 Karnataka, INDIA

+91-80-26695760, M +91-9886327711

kulkarni@moneytreeindia.co.in, moneytreekulkarni@gmail.com

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Credentials :

Consultant Trainer with :

Programs facilitated :

Participants Profile :

Significance :

Reliance EDGE Learning Academy*Flying Colors*N J India Gurukul*IL&FS*CPE-Trainer-NISM, Mumbai.

Financial planning, FP mathematics, Debt, Equity, NISM AMFI mutual fund,Investor Awareness Programs etc.

Bankers, MF sales/service force, IFA's, planners etc.

Initiation in the direction of Training and Knowledge spreading to empower the fraternity of investors and relatedparticipants of financial services industry along with helping us in continuous learning process, dynamically updatingknowledge and information to enhance quality.

MBA-[Investment Management] from NIBM

ADPDT- Advanced Diploma in Professional Training of AMERICAN TESSOL Institute.

CFGP- Chartered Financial Goal Planner from AAFM-American Academy of Financial Management.

V Skills certified in - Mutual Funds

AMFI Registered-Mutual Fund Distributor Certification.

Founder - Facilitator

PRODUCT PATHWAY

The products are the vehicles used to reach the goals.

The products often chosen on the basis of their manufacturer, expenses involved, structure, purpose for which it is created anddesigned for etc,.

Improper choice of products may ruin the goal achieving ability.

Hence the product choice plays an important role in reaching the financial goals right in time and with the trimmed cash outflow justas necessary. The products are designed as per the mindset of the manufacturer and for a specific clientele.

It is very important that a correct and very carefully chosen product may help the investor to reach his financial goals.

Normally investment is based on the products which are released in the market, recommended by friends, neighbours, colleagues,rather than focused on self financial goals which need to be achieved.

Each individual has different goals and financial health situation; hence each needs a tailor made product basket to him or her.

Adetailed research and well informed, is important before deciding a suitable product.

Educate, Empower, Evolve, Enjoy

Visit us at : www.moneytreeindia.co.in