About Us

Planning Futures

We help you visualise your investment plans and financial goals and work on portfolios to meet these objectives. Talk to us if you have any queries on investments, tax, retirement, and/or estate planning, etc. We are always available for you.

A Proven Approach

We believe in a collaborative and constructive approach. We listen, understand and then guide you on your financial needs. We work towards analyzing your goals and link them to your current portfolio. We recommend the investment strategy designed to meet your financial goals according to your risk toler

Why Us?

Right advice is what everyone look for when it comes to investing. We with all our experience in financial services are here to guide you to make the right decisions on investing. We believe in transparent and unbiased advice, which makes us the right partner for financial guidance. Our commitment to ethics and integrity builds the trustworthy enduring relationship which goes for years.

Ratnadwip is a seasoned Wealth Management professional with 18 years of extensive experience in Banking, Asset Management and Life Insurance Industry.

Prior to starting IvyTree Financial Service he has worked with HDFC Standard Life, ICICI Bank, Aditya Birla SL AMC and Morningstar India. His last assignment was with Morningstar as an Associate Director - Sales, Managed Portfolio. He provides investment advice covering a range of areas to both HNI, Ultra-HNI and Corporate Clients. He has a Master's Degree from a reputed University.