FInvesTree: The best mutual fund distributor in Indore.

What's Trending

Mutual Funds

Lumpsum Investments:
- Energy Sector Fund
- Business Cycle Fund
- Hybrid Debt/Equity Category Funds
- Multi-Asset Category Funds
- Short-Term Debt Funds
To get the exposure of pure equity funds:
- SIP/ STP Strategy is recommended

Life Insurance

Term Plan
ULIP + Term Plan
Guaranteed Income Plans
Guaranteed Pension Plans

Mediclaim

Base mediclaim
Topup Mediclaim
Disease Specific Plans
Accidental Insurance Plan

General Insurance

Two Wheeler Insurance
Four Wheeler Insurance
Contractor's All Risk Policy
Employee Compensation Policy

Our Services

Mutual Funds

Regardless of the amount, we assist in selecting mutual funds tailored to your goals, risk tolerance, and timeline. At FInvesTree, we offer personalized solutions throughout your investment process.

FInvesTree handles diverse products in Motor and Non-Motor categories, covering vehicles, shops, offices, malls, restaurants, and travel. We cater to various insurance requirements, ensuring comprehensive coverage.

AIF/PMS

Suitable for HNI and UltraHNI investors seeking higher risk, aiming to maximize wealth beyond regular Mutual Funds. PMS and AIF demand minimum ticket sizes of 50 Lac and 1 Cr, respectively.

Life Insurance

Life is invaluable, yet insurance can provide for your loved ones. FInvesTree helps determine your human life value, securing an optimal life insurance cover to meet your family's financial requirements.

Mediclaim

While we can't foresee the future, we can safeguard our savings by preparing for medical emergencies. FInvesTree aids in selecting the most suitable product with sufficient features for your needs.

Corporate Fixed Deposits

Among the oldest yet reliable investment forms, FInvesTree prioritizes safeguarding against credit and liquidity risks. While recommending the product, our main focus is on preserving the principle over maximizing returns.

What you will get from us

Investing with us will always be complete transparency. We will provide you mobile app access to track your investments and you don’t need to depend on us for any small things.

With us, you can be rest assured to get all assistance and guidance of your financial needs. You don’t need to go anywhere else for one or the other things.

We understand and analyse the need of investor and than offer our consultancy to them. Because we believe our consultancy should help them to fulfill their purpose of investment.

We don’t only help investors to “Invest Right”, but we tied their investments with goals. Goal based planning helps our investors to achieve their financial goals within stipulated time frame.

This is our strongest work ethic and bottom line of our work. We don’t do any false commitment and keep complete transparency in entire process of financial planning and investments.