We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide best financial management platform in India to advisors.
To be a trustworthy name in the Financial Market space by providing need based and customized financial solutions to enhance customers Value Proposition and Satisfaction
‘Customers First’, ‘Ethics’ and ‘Integrity’ are the corner stone of our organisation.
“Treasure Peak” aspires not only to multiply
Customers Wealth, but also guide them by taking informed investment decisions carefully,
diligently by navigating through turbulent market conditions keeping in mind their long-term
goals and objectives.
For us Business is merely a by-product of customer satisfaction and nothing else...
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We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide best financial management platform in India to advisors.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.