Rajeev Goel | FinTree Money

About

FinTree Money, into financial services works on customers needs. We are AMFI Certified Mutual Fund Distributor. We recommend products based on the customer needs and goals.

Practice at a glance

7

Years of Experience

80

Families Served

₹10

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Plan Retirement

Save Taxes

Build Wealth

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Loan Against Securities

PMS

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Rajeev Goel.

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

Risk Profile Assessment