Private Wealth Management

Welcome to Wealthtree

An all-in-one wealth

solution for Individuals

What is Wealthtree?

It is our integrated all-in-one solution offering for individuals to create, preserve and distribute wealth for their lifetime and beyond.

Preserve wealth – From internal risks through a noble prize winning portfolio theory and external risks such as creditors, predators and legal liabilities.

Distribute wealth – To your loved ones through a complete succession & estate planning solution with a combination of wills, private trusts, POA and other legal structures.

Our wealth philosophy

Wealth is also defined as net worth or estate. Our philosophy is that it takes a continuous journey of 3 stages consisting creation, preservation and distribution.

Others approach wealth in isolation. We don't. We believe that an individual's wealth takes birth the moment he /she acquires his/her first asset. It then starts its journey and continues until the last asset has been effectively distributed to the legal heirs according to ones wishes. This cycle repeats itself over generations. This is called a wealth journey and is central to our philosophy.

Wealthtree integrates this

wealth journey for you

Wealthtree takes the shape of a tree with tricolor circle representing the 3 elements of wealth journey of creation, preservation and distribution. Like every tree differs in its shape, size, colour, branches, leaves etc, your wealth journey is unique to you alone and differs from everybody else. This is core architecture of our wealthtree offering where we provide the necessary tailor made services along your entire wealth journey.

Orange circle represents the morning sunrise depicting the formative years of wealth creation which is the first stage.

Turquoise blue circle represents the sky depicting the wealth protection umbrella for the entire wealth journey.

Red circle represents the sunset depicting the sunset years where the wealth passes on to
the next generation.

Dark blue triangle represents the night which depicts the transformative stage for the distributed wealth to compliment the next generation's wealth creation.

Wealth Creation

The first stage of wealth journey starts with the process of creating it

We help you by identify your wealth goals and invest in the right investment opportunities, in the right time and through the right way. You can witness your wealth creation journey through a 24/7 convenient online access digitally. Our unique methodology of investment involving noble prize winning portfolio theory is appreciated by our clients and has primarily helped us to grow mostly through referrals.

Wealth Protection

Protect the wealth you have so created from internal and external risks

Internal - From inherent risk of asset price draw down due to market volatility. This cannot be completely eliminated but can be mitigated through a noble prize winning portfolio theory. We do this for you.

External - Protect your wealth from catastrophic risks arising from creditors, predators or legal liabilities. These risks cannot be insured and has to be dealt with prudent asset protection structures.

Wealth Distribution

The third stage of wealth journey is to plan for orderly distribution of your wealth

A study finds almost 97% individuals does not have a distribution plan in place. Without a properly structured estate plan your hard earned wealth will get distributed as per the laws of the land and not as per your wish. Distribute your wealth through an estate plan consisting of wills, private trusts and POA.

Get a completely free professional assessment of your investments. Share your portfolio today

As a token of gratitude for e-visiting us we offer you this free analysis. It is based on industry best methodologies and shared back with you as a report. It provides you a complete insight of your investments by looking at several financial metrics and data points. We feel this report adds immense value to understand your portfolio far better.

Check our sample report >

Once you onboard with us as our valuable client we shall take over your portfolio management and employ several further corrective measures for a better risk adjusted return. The core pillar of our recommendation is based on modern portfolio theory principles by Harry Markowitz which has won him Nobel price for economic sciences in 1990.

Modern portfolio theory >

Not interested in our all in one services ?

Choose from our standalone services

Firstsip, Firstpay, Firstcare

Firstfund and Firstestate

Firstsip

Wealth creation for beginners. SIP by SIP

Firstsip is a wealth package for individual clients who want to start the process of wealth creation but are beginners to investing. This is ideal for clients who want to invest regularly. It requires minimal investment every month through a systematic investment plan called as SIP. We provide well researched and good mutual funds suitable for you. This has very simple documentation and can be completely done online. As our client you have 24/7 access digitally to your investments through our app and can execute all transactions online.

Firstpay

Regular income for stable lifestyle. Low risk to high risk products.

Firstpay is a passive income strategy package consisting of fixed income products like RBI bonds, Corporate FDs, Peer to peer lending, mutual funds etc. We bundle the investments from low risk to high risk. This is ideal for clients looking for a regular interest income. Passive income strategy is the most preferred by investors across the globe for their consistency of cash flows. However, as an investor it is tough to strike a balance between risk and return. Firstpay helps you get the optimal mix of products for your regular income needs.

Firstcare

The most important risk to cover is life and health risk. Protect it first.

Firstcare is a pure risk protection package for individuals from life and health risks. This is ideal for clients who does not have any meaningful risk cover to protect their income from loss of life / huge healthcare costs. Firstcare uses scientific methodologies to arrive at the insurance needed for covering your for life and health related risks.

Firstfund

Fund your aspirations. Through our one stop loan services.

Firstfund is a loan package to individuals to avail loans at competitive rates. This product is suitable for clients who are looking for hassle free one stop documentation to avail home loan services or loan against property or loan against securities.

Firstestate

Distribute your wealth to your loved ones. Peacefully.

Firstestate is a wealth distribution package ideal for individual clients in their retirement years. This package offers complete succession planning services thereby helping you to orderly distribute your wealth to your loved ones. We have a professional team of Chartered Trust and Estate Planners specialized in estate planning services to deliver this package for you.