Become our Partner in  Growth

It’s not just a partnership; it means limitless opportunities.

    OUR OFFERINGS

    TECHNOLOGY

    In today’s fast-paced world, superior technology is the game-changer. We provide top-class technology for both our partners and their clients.

    For Our Partners

    Partner Portal & UpperMost Mobile app. All the business intelligence in a single click. View snapshot of your Revenue, AUM and sales. Get access to all reports and client details.

    E-KYC. Opening a new account must be quick and easy. E-Kyc is a 100% paperless, convenient and secure way of opening a new account within 15 minutes

    For Their Clients

    Mobile, Exe and web-based trading platforms.
    3 Click Mutual Fund SIP
    Investment Advice
    Trader tools

    Join Us
    Join Us

    PRODUCTS

    Investors want to invest their money according to their time horizons and risk appetites. Thus, to serve a wide range of customers, we have various products & investment strategies according to their time horizons and risk appetites.

    • Equity, F&O, Commodities, Currency
    • Mutual Funds, PMS
    • IPO, Bonds, NCDs
    • Advisory Portfolios
    • Invest in US Equities
     

    BACK OFFICE OPERATION & SUPPORT

    We know that the processes and operations are our business’s backbones through our vast experience of stockbroking and investment. They are necessary to achieve optimum productivity and efficiency, minimize losses, risk mitigation. The design of our Backoffice and support system provides you with maximum efficiency and productivity.

    • Risk Management
    • Robust Processes
    • Back Office Support
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    Join Us

    SOLID RESEARCH & ADVICE

    Motilal Oswal Financial Services Limited is known for its Solid Research & Solid Advice and has been awarded the ‘Best Equity Broker – National’ at the CNBC TV18 Financial Advisor Awards for five years.

    • Research Reports
    • Advisory Products
    • Momentum Trading
    • Quantitative Strategies

    BUSINESS DEVELOPMENT INITIVATIES

    At The Fortune Tree, we believe togetherness is the true power in any business; that’s why we help each of our Business Partners with all the right resources to grow the business. We provide the resources required to begin their journey, learn the trade’s tricks, acquire new customers, and help them succeed. It also sets us apart from the competition.

    • Comprehensive Onboarding Support
    • HR Support
    • Extended Business Development Support
    • Entrepreneur Mentoring Program
    • Training sessions for the partners and their team
    Join Us
    Join Us

    MENTORSHIP FROM SENIOR MANAGEMENT

    For us, our business partners are an extension of our family. We help our partner grow by mentoring and supporting them from time to time. Mentorship from senior management having immense experience in the Broking & Distribution industry speed up their growth.

    • Interaction with seasoned professionals
    • Immense experience in the Broking & Distribution industry
    • Support in the growth journey
    • Right insights to grow a business across market cycles

    READY TO INVEST WITH US?

    Share your Name and Mobile Number with us and get started

      VISIT US :

      Office No - 301, Anjali Building
      Above Tool House Cafe, French Bridge, Opera House, Mumbai 400007

      CALL US :

      +91 8779288525
      +91 8779659220

      MAIL US

      info@thefortunetree.in

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