Manish Gulati

Bodhi Tree Wealth•Gurgaon

505, COWOS, Vipul Trade Centre, Sector 48,

Gurgaon, 122018

505, COWOS, Vipul Trade Centre, Sector 48, Gurgaon, 122018

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About

Passionate believer of Financial Wellbeing. My venture, Bodhi Tree Wealth has been created to enable people to have a fulfilling financial journey and achieve liberty to follow their dreams. At Bodhi Tree Wealth we help individuals and families analyse their financial milestones and thus provide tailor made financial solutions. My 20 years of experience in Banking and Insurance industry has helped me understand the behavioral life cycle of consumers across various stages. This aspect is the foundation of the work ethos at Bodhi Tree Wealth.

Practice at a glance

Years of Experience

120

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Manish Gulati.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check