FinTree Money is a financial advisory company based in India, operating as a SEBI (Securities and Exchange Board of India) Registered Investment Adviser (RIA). Founded with the mission to provide unbiased, process-driven, and high-quality financial advice, the company positions itself as a "Personal CFO for Life" for its clients. Their services encompass a holistic approach to personal finance, including comprehensive financial planning, wealth management, investment advisory, and tax & estate planning, tailored to help individuals and families achieve their financial goals.

Founded in

India