Moneytree Partners
AMFI certified mutual fund distributors! With over clients across the country, MoneyTree Partners® is one of India's Leading Financial Planning Companies. Taking 'High Competitive Edge' is where the role of MoneyTree Partners® comes up. Quality service delivery in the garb of rich experience is what we have been known for. Client satisfaction is where the roots of the Tree stand forth. Encompassing the clients of varied segments and ensuring them with optimizable instruments is what our role has been. In this world of uncertainty, long-term financial planning has become the need of an hour. With technology in the forefront, we come with a diversified kitty consisting of Mutual funds, Direct Equities, Portfolio Management Services (PMS), Insurance, etc. Serving great latitudes across India and globally. The team would feel privileged to accompany you all throughout the journey of your life
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- RC
Rohit Chauhan
Wealth Manager · Finance & Accounting
EmailPhone - BM
Birender Mamodia
Back End Engineer · Information Technology
EmailPhone - MS
Mani Sharma
Founder · General Business & Management
EmailPhone
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Top roles at Moneytree Partners
9 distinct titles indexed · top 9 shown.
- 1back end engineer
- 1back office executive
- 1client services
- 1founder
- 1jobber
- 1manager client services
- 1moneytree partnerstm
- 1wealth management advisor
- 1wealth manager
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