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Welcome to

Our Services
Our professional experts with over 2 decades of experience provide excellent services in the following areas.


Mutual Funds

In today’s complex financial landscape, investing in mutual funds has become a popular choice for individuals looking to grow their wealth and achieve their financial goals. Wealth Tree is AMFY certified Mutual fund distributor & also has rich experience in advising client.


Insurance

We don’t sell any specific product of insurance, we provide a solution which is important & required for client after understanding his risk profile, needs ,goals, then suggest right product which can mitigate the risk. We also evaluate and analyze the existing insurance policies to restructure

Financial Planning

Wealth Tree Group’s Financial Planning service offers personalized guidance on income analysis, comprehensive savings strategies, and tailored investment recommendations, helping you manage your finances effectively, build wealth, and secure your financial future with confidence.


Stock Market Research

Wealth Tree is a SEBI-certified research firm, has been providing quality research services for the past two decades. Our services cater to short term and long term investors, traders and HNIs, and includes portfolio restructuring and advisory, fundamental and technical reports as well as daily recommendations. Wealth Tree Analysts offers unique services such as personal guidance and portfolio restructuring to achieve your goals in Stocks.


WTG Academy

As per a recent report by SEBI, only 27% of the country’s population is financially literate. This highlights the need for increased financial literacy across the country.Wealth Tree Group is committed to educate and empower investors in the subjects of financial planning,insurance, Mutual funds & Stock markets through world class training programs.Stock Market Mentorship is our flagship program which empowered more than 2000 participants so far.
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About Us

Wealth Tree is a reputed Financial Planning and Investment Advisory Company based in Hyderabad. Driven by 3E’s Educate, Empower and Enrich we are committed to make every Indian a financial literate. At Wealth Tree our team of experts brings with them a rich experience of two decades in Educating countless investors and analysts and empowering them to earn good returns on their investment in order to enrich themselves and their families.

What makes Wealth Tree stand out is that we make our clients realize the need of their financial planning and goals. We do not look our clients as our customers but someone who is looking to resolve their financial issues and thus our team is always on the court to help our client. We take pride in our in-house research team can explicitly present the best financial products and services to all.

GET A CALL BACK

If you need to speak to us about a general query fill in the form and we call you back within the same working day.

    How we can help?

    Our Happy Clients

    Customer satisfaction is our top priority & we have many clients from different segments who are very happy with our services.
    Kamal Jain, Director-Cargoman Logistics

    Kamal Jain, Director-Cargoman Logistics

    One thing that haunts me about Stocks Markets is fluctuation & speculation. I could overcome this by gaining knowledge of Fundamental & Technical Analysis through the training program provided by Wealth Tree Group. Now I'm well aware of how to understand the right value of stocks and feel more empowered and knowledgeable. Great job done by the trainers.


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    Sri Challa Kodanda Ram , Ex-Justice High Court of Telangana

    Sri Challa Kodanda Ram , Ex-Justice High Court of Telangana

    Investing in Stocks Markets has become an easy task after attending the Mentorship Training program. The trainers were excellent. Though I've been in this field for quite a long time, I came across many new aspects of fundamental and technical analysis through this program.


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    Raja Rao, Engineer – Participant of Technical analysis training

    Raja Rao, Engineer – Participant of Technical analysis training

    I attended the Mentorship Program designed by Wealth Tree Group. I had a lot of inconsistent profits before. I could gain technical knowledge on Stock Markets through this program. Many aspects like chart reading, etc. became easy. I'm thankful to this institute for this opportunity.


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    Sucharitha, HOD of Business Management, St. Ann’s PG College

    Sucharitha, HOD of Business Management, St. Ann’s PG College

    I'm very thankful and grateful to Wealth Tree Group for providing such valuable insights to our students on how to invest in financial markets. Even the Non-finance background students have given very good feedback as they started with basics and concluded with discussing investment strategies.


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    Sai Diwakar, Bank Manager – Participant of Learn to Earn program

    Sai Diwakar, Bank Manager – Participant of Learn to Earn program

    This Mentorship course is very informative. It is very helpful for a beginner as well as an investor or an advanced trader. Whoever is looking forward to becoming a trader or a long-term investor I recommend this course for them.


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      We want to be our client’s financial partner for life by being their trusted advocate and guide and empowering them to make the right investment decision at the right time.