Green Tree Distribution
AMFI Registered Mutual Fund Distributor Agent In Mumbai, India
Meet Green Tree Distribution
A registered Mutual fund distributor in Mumbai, India
Green Tree Distribution was founded by 2 HNI Investors from Mumbai , Ashwin Kukreja and Tarun Karnani.
As investors we have seen the pain of the average investor. Incentive based selling , Promises of the moon, constant changing of relationship managers , No guidance on risk or asset allocation , You name it we saw it over the last 20 years.
For many years we researched , shared data, learnt from our mistakes and built strong performing long term Equity and Debt Mutual fund Portfolios for ourselves.
We then decided to share our success. We joined hands and started Green Tree Distribution.
We are AMFI registered Mutual Fund Distributors and aim to make your investing journey seamless and beneficial.
We believe that a quality investing experience comes from a few basics.
- An Educated Investor
- Quality Services
- Research based Recommendations
Thats all it takes to win. Connect with us
How often have you heard :
" The stock market is not for me "
" When I buy stocks the market falls "
"When I sell my stocks they move up "
Most of these comments come in from trying to time markets.
You would have also heard :
"I dont even know which funds I own"
"My relationship manager is missing"
"I dont know what my portfolio is worth"
"Im too lazy to manage my mutual funds
"No one told me anything about asset allocation."
"My Relationship manager told me to buy these funds"
The root cause of these is either an uninformed investor or a victim of poor service coupled with incentive centered selling
Our vision is to make this change. We understand that we cannot change the world but we can make a world of change for our clients.
At Green Tree Distribution Technology is the core of our services and research.
Services : From on boarding a new customer to executing your investments transactions for purchasing mutual funds , bonds , and other financial instruments we keep technology at the heart of our services.
From Online KYC to Buying , Selling or any other transaction everything happens from your computer at home or through an app on your mobile phone.
Regular reporting of your portfolio movements , Breakdown of your investments by sector or company , Asset allocation percentages and Tax reports are available real time once you log in to the computer or mobile app.
Research : We use cutting edge research tools to evaluate funds and make recommendations to you based on your investing needs.