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.

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

NSE ACADAMY- CPE
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.

Frequently Asked Questions- In General

Why should I? When my parents never did and had managed all responsibilities?

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.

What asset allocation?

Ans. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. The focus is on the characteristics of the overall portfolio.

Why Asset Allocation?

Ans. Asset allocation helps investors strike the balance between investments for the short-term and investments for the long-term. Minimize Taxes: different asset classes are taxed in different ways. By allocating investments across asset classes, an investor can minimize tax liability.

What is risk?

Ans. In simple terms, risk is the possibility of something bad happening. Risk involves uncertainty about the effects/implications of an activity with respect to something that humans value, often focusing on negative, undesirable consequences. Many different definitions have been proposed.

Why Risk Profiling is necessary?

Ans. A risk profile is an evaluation of an individual's willingness and ability to take risks. A risk profile is important for determining a proper investment asset allocation for a portfolio. Organizations use a risk profile as a way to mitigate potential risks and threats.

What is Net Worth?

Ans. Net worth is the value of all the non-financial and financial assets owned by an individual or institution minus the value of all its outstanding liabilities.

What is Insurance?

Ans. Insurance is a means of protection from financial loss. It is a form of risk management, primarily used to hedge against the risk of a contingent or uncertain loss. An entity which provides insurance is known as an insurer, insurance company, insurance carrier or underwriter.

Is inflation a silent killer?

Ans.One of the main enemies of saving money is inflation. It is known as the silent killer and earns its reputation by its slow deterioration on the purchasing power of our money over time.

How compounding effects my investments?

Ans. Compounding is the ability of an asset to generate earnings, which are then reinvested or remain invested with the goal of generating their own earnings. If you extrapolate the process out, the numbers have the potential to grow as your previous earnings start to provide returns.

How important is to diversify my investments?

Ans. Diversification can help an investor manage risk and reduce the volatility of an asset's price movements. You can reduce the risk associated with individual stocks, but general market risks affect nearly every stock and so it is also important to diversify among different asset classes.

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, 16^th Cross, 34^th Main, J P Nagar 6^th Phase,
Bengaluru-560078.
Land mark: Near J P Nagar 6^th phase, Bus Stop/Metro Station.

Write us : kulkarni@moneytreeindia.co.in
moneytreekulkarni@gmail.com

Call us: +91 8026695760
Mobile: +91 9886327711

We'd be happy to call you back

AMFI Registration no.: 33153

EUIN no.: E047614

Disclaimer

How to - Videos

EUIN Holder Name: Srikanth V Kulkarni

About Riskometer

Fees & Commission

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.

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Money Tree