Shortly about us

At WealthTree, we are dedicated to understanding our clients' needs and long-term financial goals. We work collaboratively to implement and monitor strategies that address individual requirements.

WealthTree Investment Services is led by Bindu N. Kumar, a seasoned professional with over two decades of expertise in the investment distribution sector.

At WealthTree, we continually plan and monitor investments, making calculated adjustments based on market volatility, with a focus on cost-effective and tax-efficient strategies.

As an independent investment distributor, we offer personalized financial services. Your individual portfolio will be tailored to your requirements, preferences, goals, and risk appetite. It will be designed to adapt to market changes, with a careful consideration of your goals and opportunities. Our independent, unbiased approach ensures that we always act in our clients' best interests