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Money Tree Financial Services

Jalandhar, Punjab

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Money Tree is a financial services company which has emerged as a one-stop investment solutions provider. With a good customer base Money Tree has an eye for the intricate financial needs of its clients and caters to both their short, term and long, term financial needs through a comprehensive bouquet of investment services. It has been founded with the aim of providing world class investing experience to the investing community.
These services range from offline & online trading in equity, commodities and currency derivatives to debt markets to corporate finance and portfolio management services. Our competitive brokerage rates make our business partners highly profitable. Individual clients and franchisees can reap hefty returns with our low brokerage rates, rich market experience and value research. Once you join hands with us your search for a good broker ends. Our all prestigious clients and channel partners get full support, timely services, no hidden costs and lowest brokerage rates in India.
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Nature of Business

Service Provider

Share Trading Service
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Share Trading Service

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To reduce the risk of capital erosion, it is imperative that you make informed decisions about equity shares. We guide you on entry and exit strategy both in cash & derivative; the two types of equity markets, helping you maximize returns. Our concept of investing based on 'Pyramid Model' has got us acclaim from prominent institutional investors as well. We have a team of dedicated research analysts who are wired to Dalal Street 24x7 and produce great equity research reports. Your personal Investment Relationship Manager will be constantly monitoring your investment graph to help you tide over equity market volatility. Our clients include corporates, retail investors and non resident Indians who come to us for an unbiased opinion on how to achieve their investment goals depending on each individuals risk profile. There is this popular saying “What the wise men do in the beginning, the fools do in the end“. At Money Tree, we believe in identifying the equity market and a stock idea at a very nascent stage so that it delivers superior returns.

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Mutual Fund Service
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Mutual Fund Service

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Mutual Funds are an excellent way to diversify your investment portfolio with the help of market experts. Money Tree Mutual Fund Center, a place where you can meet all your mutual fund investment needs. Money Tree offers personalized mutual fund investment advice tailored to your investment needs through a disciplined investment process. We offer you an array of mutual fund choices and investment recommendations based on in-depth research to help you meet your financial goals. We take care of the most important task of selecting the best options out of whole bunch of mutual fund schemes for the safety and growth of your hard earned money. When you invest through us, you not only get unbiased investment advice, we also make sure that you receive your dividends and account statements on time, give an update on your portfolio and advise you if your portfolio needs reshuffling.

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Offline Trading Service
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Offline Trading Service

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Offline trading is the traditional way of transacting the shares through a broker probably by means of phone. Online trading is a revolutionary change introduced in 21st century which lead to a huge improvement in the trading volume. This is one of the reasons why the turnovers of stock exchanges increased phenomenally. National Stock Exchange is the first exchange in India to introduce online trading. There are innumerable advantages in online trading when compared with offline trading but still some traders still prefer trading offline due to security reasons. Not to mention, with offline trading mistakes are less likely to take place. No one wants to throw their money away or stand by and watch someone else throw their money away.

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Commodity Trading Service
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The specialization of the group includes dealing in the agricultural commodities on a large scale. Due to thelong standing relationships with the buyers and sellers in the international market, both the companies have an excellent rapport with everyone.There is a growing interest among investors in commodities, which as an asset class can offer opportunities to fine-tune a portfolio’s risk and return characteristics. The commodities asset class has experienced strong growth in recent years. The low correlation to financial assets, equity-type returns and risk characteristics offered by commodities offer investors a means to diversify their portfolios. We offers you diversity - metals, energies, grains, petrochemicals – whatever commodity you wish to trade, you’ll find it in our trading system - and simplicity, by offering you broker-assisted trading, which is an easy and convenient way to place your trades. Build a diversified portfolio from our wide array of investment products and services. Whatever your investment objective, we have the right solution for you.

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Online Trading Service
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Online Trading Service

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India's premium online stock trading platform with unique research support to help traders / investors become successful in online trading in India. We offer simple pricing, quality order execution, outstanding tools, and of course a comfortable and matchless service in online shares trading. Money Tree is a swift, simple and secure online stock trading mechanism. It aims to leverage the power of the internet to give you the facility of placing your own orders anywhere, anytime through online trading. Money Tree is an easy-to-use yet sophisticated online equity trading portal that is fully integrated and equips you with a wide array of analytic, research and order management tools – you can access anytime, anywhere. With you will have access to a powerful, cutting-edge trading system that is also refreshingly intuitive, easy to navigate, and user-friendly. Risk management tools like conditional orders and alerts to help protect your profits and limit losses. Access to your accounts even when you are away from your workstation through Money Tree online backoffice.

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