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Financial Consultant in Gorakhpur

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A good financial plan includes Contingency planning, Risk Planning (insurance), Tax Planning, Retirement Planning and Investment and Saving option and money tree solution the best financial consultant in Gorakhpur are always available to help you out. – PowerPoint PPT presentation

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Title: Financial Consultant in Gorakhpur


1
Best Financial Consultant in Gorakhpur

- Rajeev Tiwari
2
About us
  • Money Tree Solution is a well-diversified
    financial service provider company in India.
  • We offer services of across Advisory(across the
    asset classes of Equities, Commodities and
    Currency).
  • We service our clients through a network in all
    over India more than 1200 clients.

3
Services Offered
  Broking
Financing

Wealth Management
Financial Management
Distribution
4
Best Stock Broker in Gorakhpur



5
Broking
Depository in Equity Commodity
  Trading in Equities

Currency Debt
Commodities
Derivatives
6
Mutual Fund Adviser in Gorakhpur
7
Distribution
Mutual Funds
Life Health Insurance
Fixed Deposits Insurance

IPOs
Bonds
8
6 Trends To Watch In Wealth Management
9
Wealth Management

Portfolio Management
Structured Products
Multi Manager Investment Solutions
10
Financial Planning
11
Financial Management
Financial Planning

Private Equity
Arbitrage Hedging
Portfolio Advisory
12
Mutual Fund Manager in Gorakhpur
Rajeev Tiwari
13
Financing
Loan against Mutual Funds
Loan against shares
General Funding

Mortgage Loan (Loan against Property)
Home Loan
Unsecured loan (Personal Loan)
14
Certification And Recent Achievement Rajeev
Tiwari
  • CFPG (Chartered Financial Goal Planner)
  • By AAFM INDIA
  • Goal Planning Specialist Advanced
  • AMFI REG. DISTRIBUTERS

15
  • CEO ELITE CLUBE FY 2017-2018
  • By Reliance Mutual Fund
  • CHAIRMANS CLUB By ICICI Pru. Mutual Funds FY
    17-18
  • SILVER JUBILEE STAR BY SBI MUTUAL FUND
  • TOP SIP CONTRIBUTORS IN FY 16-17
  • By ADITYA BIRLA SUNLIFE MUTUAL Fund
  • SIP CHAMPIONSHIP CLUBE FY 17-18

16
Contact Us


www.moneytreesolution.com
91 9336860668

rajeevktiwari.smc_at_gmail.com
1st Floor Radhika Complex Medical Road,
Gorakhpur-273004
17
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