About Us
At FUNDZTREE Investments we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX OPTIMIZATION
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in
INSURANCE POLICIES
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events
MUTUAL FUND
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors access
WEALTH BASKET
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained
TARGETED INVESTMENT
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain purpose.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
Fundztree Investment advice has been spot on, they took the time to understand my risk tolerance and goals. Their recommendations have earned me significant returns and I highly recommend them.
-Mr. Eswar
IT Professional
After working with Sri , I feel more secure about my financial future. She explained concepts in a way that made sense to me and helped me make informed decisions.
-Ms. Sruthi
Teacher
We are busy in our daily routine and we are unsure about investing in mutual funds and stock market. But with the Lakshmi’s expertise, I felt confident and informed. She helped us grow our portfolio and achieve our long-term goals
Dr. Naresh and Dr. Ramya
Doctors
As someone just started my carrier, I felt overwhelmed by financial decisions but Sri Lakshmi Sunku at Fundztree made everything clear and manageable. They helped me setup a solid plan for saving, investing and budgeting that aligns with my goals. Thanks to their guidance.
-Mr. Chandra Deepu
IT Professional
I am busy in my profession and managing finances used to be daunting task. My financial advisor has made managing finances stress free by creating personalised plan that fits my needs and goals. We highly recommend their services to anyone seeking reliable financial guidance.
-Dr. Vishnu Vardharn
Doctor
I was hesitant to seek financial advice, but Sri’s friendly and non- judgemental approach put me at ease . They helped me in creating a budget and start saving for my Retirement. Thanks.
-Mr. Chandra Shekar
Mining Engineer
As an NRI, my financial advisor made managing cross border finances easy and stress free. Their expert guidance has given me confidence that my Wealth is well manged and no matter where I am.
-Dr. Subhani
Doctor