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About 7Tree Wealth
7Tree Wealth is an AMFI-registered mutual fund distributor operating in India with ARN-362877. The firm offers goal-based wealth advisory services that include mutual fund investments, goal-based planning, systematic withdrawal plans (SWP) and retirement income planning, tax-saving solutions through ELSS, and insurance and protection guidance. The company also provides free online financial calculators covering SIP, SWP, ELSS, goal planning, and retirement needs. According to its website, 7Tree Wealth does not handle client funds directly, instead directing money through SEBI-regulated channels via the AssetPlus platform backed by Zerodha's Rainmatter, and earns its compensation through trail commissions from asset management companies.
- Website
- 7treewealth.com
- [email protected]
- Categories
- Financial services
