![7](http://bodhitreewealth.com/jigluphu/revslider/public/assets/assets/dummy.png)
![8](http://bodhitreewealth.com/jigluphu/revslider/public/assets/assets/dummy.png)
![9](http://bodhitreewealth.com/jigluphu/revslider/public/assets/assets/dummy.png)
![10](http://bodhitreewealth.com/jigluphu/revslider/public/assets/assets/dummy.png)
We are here to simplify your financial journey
We are here to simplify your financial journey, The journey to your dreams would be immensely fulfilling if you plan proactively. Know what you want, when you want and the rest will fall in place.
Your Dreams. Your Goals. Your Journey. You Drive.
We make sure that you reach the destination joyfully and in great spirits.
Redesign Your Financial Landscape
Wealth Creation
Kids’ Education
Retirement
Taxes
Budgeting
Insurance
Will & Estate
Employee Benefits
Why Trust Us?
![](https://bodhitreewealth.com/jugrusyh/2022/08/1.png)
Client First
We are deeply sensitive to the needs of the clients and prioritise them over every other thing. We exercise diligence and care in all stages of our process. We represent only YOU – CLIENTS!
![](https://bodhitreewealth.com/jugrusyh/2022/08/2.png)
Transparency
Transparency breeds trust. Solutions provided by us are objective and transparent. They are based on complete integrity and honesty. We have no hesitation in sharing what we can and cannot do.
![](https://bodhitreewealth.com/jugrusyh/2022/08/3.png)
Confidentiality
The trust and confidence bestowed upon us by our clients in sharing their personal information is maintained in strict confidence. At no point and under no circumstances is the same compromised.
![](https://bodhitreewealth.com/jugrusyh/2022/08/4.png)
Competence
We focus on analytics to eliminate personal bias and all our solutions are an outcome of deep research and experience. We lay great value on knowledge and thus continuously upskill ourselves.
![](https://bodhitreewealth.com/jugrusyh/2022/08/5.png)
Long Term Horizon
We encourage long term focus. All our processes and solutions are based on TIME and not TIMING. Likewise, we aim at building a lasting relationship with our clients that enrich their financial journey.
How We Work
Clients Speak
![Saurabh Sehgal](https://bodhitreewealth.com/jugrusyh/2022/08/Sous.png)
![Mudit Singhal](https://bodhitreewealth.com/jugrusyh/2019/12/MS.png)
![Bela Talwar](https://bodhitreewealth.com/jugrusyh/2019/12/BT.png)
![Shoneeka](https://bodhitreewealth.com/jugrusyh/2022/08/SH.png)
![Nitin Sehgal](https://bodhitreewealth.com/jugrusyh/2022/08/NS.png)
![Jayanth Sharma](https://bodhitreewealth.com/jugrusyh/2022/08/JS.png)
About Us
We are here to simplify your financial journey.
Sohna Road, Sector 48, Gurugram, Haryana -18
+91 98298 07915
+91 98190 03158
Quick Links
![FTR3](https://bodhitreewealth.com/jugrusyh/2023/06/FTR3.png)
Bodhi Tree Wealth is a brand owned by Manish Gulati. Manish Gulati is a CFP® and a QPFP®. We are AMFI registered Mutual Fund Distributor.