We co-create a personalised, goal-based financial plan — mutual fund investments, goal-based planning, SWP for retirement income, ELSS for tax saving, and insurance recommendations.

Everyone with a goal — salaried professionals, business owners, retirees, and first-time investors. No minimum investment barrier. What matters is your willingness to invest with discipline and stay the course.

Nothing. You never pay 7Tree Wealth a fee. We're paid a trail commission directly by the AMCs — and only for as long as your money stays invested. Our interests are perfectly aligned with yours.

Your money never comes to us. It moves directly from your bank account to the AMC through SEBI-regulated channels. Every investment sits in your own name, PAN and folio. You can view your portfolio live and redeem any working day.

We invest through AssetPlus — a fully paperless platform backed by Zerodha's Rainmatter. Onboarding in minutes, access to every major AMC, and a live portfolio dashboard at all times.

Yes, we do. As long as the investor is permitted by SEBI regulations to invest in Indian mutual funds, we are happy to assist. NRI clients can onboard and manage their portfolios entirely online. We recommend confirming your specific eligibility based on your country of residence.