About Me
The Golden tree Financial Services provide financial advice to clients, small business owners and entrepreneurs. Golden tree FSP was formed based upon key financial planning principals. Loyalty and trust are at the core of who Golden tree FSP is and it is the foundation from which we grow a relationship… long term
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. The Wealth Bricks team had this and more. Their dedication to clients, business excellence and education sets them apart. I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client's needs, circumstances and preferences. I gladly recommend your services to others wanting to achieve better financial outcomes.
-SURAJ PADHY
IT PROFESSIONAL
I would like to thanks Akbar from wealthbricks for the best advises you always give to me in the financial planning. The expertise and level of detail you give on all the products is commendable. Making up to the uncertainty in the future is everyones goal and you are helping them achieve in all the ways.
May your continual advice save us significant amounts. May you prosper along with us.
-MOSALIKANTI SANTOSH-
IT PROFESSIONAL (HYDERABAD)
I am client of Wealth Bricks for the last 3yrs! I mantain my family account and Mr. Gani has been handling our portfolio. I am very pleased with their on time and honest services. The best part is the honesty, which always put me at peace that my savings are in safe hands. I have always recieved honest and beneficial financial advice from Mr. Akbar Gani and team. Wish them all the best for future growth.
-NAKUL DHAN
IT PROFESSIONAL
I had been looking for a Financial advisor for quite some time and then I stumbled upon Mr. Akbar who works for Wealth Bricks.
It's been a few months since I am using his services and I am pretty satisfied with it. The enrollment process was pretty smooth and Mr. Akbar has been always available as and when any assistance was required. We have monthly calls wherein details regarding the performance of our funds is discussed. Overall a good experience and would highly recommend Wealth Bricks for your investment needs.
-NITIN SHETTY
SENIOR HRIS ANALYST
I am using Wealth Bricks service for quit long time now and during this period, Mr. Akbar have been very open and honest while giving financial advice. He has always planned and implemented his actions according to my personal financial requirement, thus proving that clients are his priority.
-CAPT RAJEEV GUPTA
(RETD.)-AIR INDIA
Financial investment guide need to think above his interest of commission- which I found with you. I also felt comfortable to discuss difficult issues regarding security of investments with you. I have already given your reference to all my family members and close friend- which itself is the biggest testimony from my side. Kindly continue to give professional and honest help to the society. You are also helping the financial investment industry to grow.
-MR ABHIJIT BARAL
ENTREPRENEUR