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Discover
We love to discuss about your dreams and aspirations. We listen intently to bring clarity from a position of empathy. A mutual ideation helps us to prepare your financial roadmap.
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Analyse
We analyse both the quantitative as well as qualitative information to get a clear understanding of your current status, risk profile and asset allocation.
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Recommend
Based on the information provided we recommend you the solutions which are best suited for you. Our inhouse research helps us to shortlist the most appropriate options and removes all biases.
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Execute
We put the recommendations at work based on our consensus. We help you execute in line with the roadmap and make it extremely simple by using our digital platform.
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Monitor
We continuously monitor the progress of our solutions and review any change in personal circumstances or new life events as well.
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Coach
We are here to help you stay the course and unlock your full potential. Through regular coaching we aim at removing the roadblocks that might make you doubt the journey.
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
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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.