About Us

Money Tree

Mutual Fund Distribution
Mutual Funds Distribution, Life and General Insurance are the prime focus of business which have
the investment vehicles designed to help, pursuing life objectives.

Established in the year 2002, with Life insurance licence, with the personal life challenges faced, which taught us the importance of preparedness to face life time hurdles. During 2005 acquired General insurance licence along with Mutual fund distribution AMFI Certification in 2006.

Being in the financial service arena, recognised the importance of enhancing the knowledge on a regular basis. The best way of achieving the same is only through imparting the knowledge to others, which we carved through becoming Facilitator’s of different learning and knowledge academies. Training facilitation also helps us in continuous learning process, dynamically updating knowledge and information. A highly respectable profession which scaled up, along with bringing satisfaction and contentment of helping clients & industry fraternity.

Presently we are serving in the arena of Mutual Fund Distribution as primary focus and secondarily as Life and General insurance agents along with facilitating in financial education & training to have good governance which helps in comfortable standard of life, managing a large satisfied and content client base across India.

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

Our perception of 4E's Educate, Empower, Evolve, Enjoy as four wheels with which
we would steer our future business module of MFD & Insurance.

Education in the arena of finance, which helps bringing vision and clarity of needs and wants.
Empower to take well informed decisions about future, fully aware and visualize the path of travel.
Evolve the hence carved, well thought over & ascertained path, with confidence and vision, to face, life situations
Enjoy life with this preparedness
Founder-Facilitator-Mutual Fund Distribution

Possesses the Qualification and Roles in the arena as follows:

Academic :
  • MBA - [Investment Management] from NIBM
  • ADPDT- Advanced Diploma in Professional Training of AMERICAN TESSOL Institute.
  • CFPA - Certificate in Financial Planning and Advisory FPA from Association of Wealth Management of India [AIWMI]
  • CFGP - Chartered Financial Goal Planner from AAFM- American Academy of Financial Management.
  • V Skills certified in – Mutual Funds
  • AMFI Registered - Mutual Fund Distributor Certification.
Consultant Facilitator With
  • CPE–Trainer-NISM-Mumbai
  • Reliance EDGE Learning Academy & Flying Colors.
  • N J India Gurukul
  • IL&FS for NISM modules.
  • Parivartan learning solutions- Mumbai
  • CIEL-Centre for Investment Education and Learning-Mumbai
Enhancing knowledge is a continuous process and part of our business which is given utmost importance and priority, which would add quality.
Few of the Certifications
Frequently Asked Questions- In General
Ans. During earlier generations the flow of finances and avenues of investments were limited. Hence very few instruments with fixed returns looked at and dreams were limited to basic needs. Today a professional earns higher income and there is a big chunk of investible surplus available. Current generation thinks big and dreams big of high end cars, home etc., within a short period of professional earning life.
Want to invest through us ?

Call or drop a mail and we'll contact through what you need.

Srikanth V Kulkarni

AMFI - Registered Mutual Fund Distributor

Money Tree
Mutual Fund Distribution

#72, 16th Cross, 34th Main, J P Nagar 6th Phase,
Land mark: Near J P Nagar 6th phase, Bus Stop/Metro Station.

Write us : kulkarni@moneytreeindia.co.in

Call us: +91 8041655465
Mobile: +91 9886327711

We'd be happy to call you back
We are a AMFI (Association of Mutual Fund in India) registered MF Distributor vide ARN : 33153. We provide investment advice to our clients, incidental to our primary activity. You can check the list of all mutual funds where we are acting as a distributor – fundlist.

We do not charge any advisory fees or transaction fees – directly or indirectly, because we earn commission from the funds which we distribute. You can check the commission disclosure sheet here at Commission Disclosure Although we take our best attempt to ensure the suitability of the product being sold to you, we do not guarantee any returns or accomplishment of any targets calculated through the use of this website.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully