Digital Services
Financial Services
 SERVICES.png)
.png)
.png)
Search Engine Optimization
We provide high quality services of Search Engine Optimization, Link Building and Content-Marketing. It includes:
- Keyword Analysis & Strategy
- Website Architecture Optimization
- Code Optimization
- Content Strategy & Optimization
- Infographic Creation
SEARCH ENGINE MARKETING
We provide high quality services of Search Engine Optimization, PPC Advertising Campaigns, E-mail Marketing, Social Media Marketing and Search Reputation Management. It includes:
- Keyword Analysis & Strategy
- Website Architecture Optimization
- Code Optimization
- Content Strategy & Optimization
- Infographic Creation
Local Search Engine Optimization
We provide high quality services of Local Search Engine Optimization. It includes:
- Directory submission and optimization services
- Organic SEO results
- Landing page promotion
- Google Maps
- Local Newspaper and Communities
E-MAIL MARKETING
We provide high quality services of E-mail Marketing Campaings . It includes:
- E-mail Marketing Strategy
- Design and Creating of Letters
- Analytics
PAY-PER-CLICK MARKETING
We provide high quality services with management of Social Advertising, Display Advertising, Meta Advertising, also Contextual and Social PPC Campaings . It includes:
- Account organization / structure
- Budget Assignment
- Quality score
- Keyword coverage
Personal Financial Planning
Financial planning is an ongoing process, allowing you to manage your finances to meet your short-term and long-term goals. Financial management is wealth management addressing the investment strategy which supports you achieve your objectives
TAX SAVING
Tax Planner helps you review best tax planning options under various sections of income tax act. it also helps you make the best use of various tax exemptions, deductions & benefits to minimize their tax liability
CHILD EDUCATION PLANNING
The child education planner helps to design a plan to protect the future of your child, builds a corpus over a term to be utilized to finance prime moments like higher education.
SYSTEMATIC INVESTMENT PLANNING
SIP Investment is where an investor invests a fixed amount of money every month on a fixed date. The investors who do not wish to take the risk of investing in the volatile market can invest through Systematic Investment Plan.
NEW HOME PLANNING
We help you manage your finances and help you build your dream house. We take in to account repairs, upgrades, mortgages, insurance and taxes
RETIREMENT PLANNING
Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include lifestyle choices.
MUTUAL FUNDS
Mutual funds pool money from all investors and diversify investment by selection of securities. Whether the objective is financial gains or convenience, mutual funds offer many benefits.
NATIONAL PENSION SERVICES
NPS is a National Pension Scheme which has been launched by the Government of India (GOI).The regulatory body for this is Pension Fund Regulatory and Development Authority (PFRDA).
PORTFOLIO MANAGEMENT SERVICES
PMS or portfolio management services is the next step after investors have experienced in direct investment and mutual funds. PMS allow investors to customize portfolios, depending on risk appetite and returns expectation.
life Insurance
Life insurance is like a backup plan for your family and helps you when you need your money the most. Life insurance makes your Family secured in your absence. The money can even be used for many debts like home loan, education loan etc.
CHILD EDUCATION PLANS
It is every parent's dream to give their child the best education which will help them grow and become successful. My Fin Tree helps you draw a roadmap to make your dream come true.
TERM INSURANCE
Term Life insurance is different from other life insurance policies. Term life insurance ensures that your family gets large lump sum amount called the sum assured, in unfortunate events of death of policy holder.
LIFE INSURANCE AGAINST HOUSING LOAN
Home loan insurance is a plan that covers a borrower's outstanding loan liability. In case of his death, the proceeds are used to pay the outstanding loan, thus reducing the family's burden
LIFE INSURANCE AGAINST BUSINESS LOAN
Business Loan Protection Insurance can help protect you against the risk of not being able to make loan repayments if you suddenly stop earning an income due to some specific events
General Insurance
It is the wider term used in insurance- from personal health care, car insurance, and home insurance to covering factories, businesses, projects insurance. General Insurance is to insure large losses due to natural calamities and much more.
MEDICLAIM/HEALTH
Failing to access health insurance will put you in to either poor health due to non-affordability or spiral individual into financial distress due to high medical bill.
CAR INSURANCE
Your car insurance policy is the most important document in your vehicle because it protects you against financial loss and legal issues
HOUSE INSURANCE
Homeowners insurance is a good way to protect your assets in the event of a catastrophe such as a fire, burglary, earthquake, floods and much more. Insure your home today.
BUSINESS INSURANCE
Business insurance helps you in unfortunate events. Business is all about ups & downs and if not insured today in times of emergencies you will be left with nothing. Insure your business for smooth flow of your business.
SHOP INSURANCE
Shop insurance provides coverage for losses that might arise due to unexpected events, such as theft, fire or natural disasters. A single policy can cover all the risks associated with a shop or showroom.
EXPORT/IMPORT/TRANSIT
A businessman wants to be secured for his goods. Especially countries which are located on the other side of the sea, a businessman may have to use marine venture. Marine insurance keeps them away from worry and fear.
TRAVEL INSURANCE
Travel insurance is a good way to give you coverage you in the event of any mishap during your travel and it provides you with all types of assistance. Insure your travel today.
ACCIDENT INSURANCE
A personal accident scheme is a new term for all the audience. It covers the policyholder against death or disability due to an accident. All general insurance company offers this policy.
SOCIETY'S INSURANCE
Your cooperative society is entrusted with managing the affairs of the society, handling staff and managing administration. We offer a complete insurance package that has been specially designed keeping in mind the insurance needs of your society.
LIABILITY INSURANCE
Safeguarding your business is very important. Public liability insurance refers to insurance that will cover any inconvenience that may cause to you or your customer. Employer's liability insurance is a protection of people who work for you.
Other Services
It is the wider term used in insurance- from personal health care, car insurance, and home insurance to covering factories, businesses, projects insurance. General Insurance is to insure large losses due to natural calamities and much more.
KNOW YOUR POLICY
We will analyze and review your policies and provide review over the same. Details like the type of policy, benefits, hidden terms etc will be provided to you in a detailed report.
CLAIMS HANDLING
Being in this profession from more than 20 years we feel pleasure to share our experience which helps you to get your claims
REVIVAL OF LAPSED POLICIES
We make sure that those policies which have been lapsed or whose premiums were skipped, we help get back on track with those policies.
POLICY SERVICING-NOMINATION/ADDRESS
In discussions with new clients, we have found that most of the investments lack updations. We guide you to ensure that your existing portfolio remains updated and you and your family members are aware of them.
ONLINE FINANCIAL SERVICES
Technology has been a boom in Financial Services. We help you provide Online Financial Services & investment advisory to our distant investors, which help you to achieve your financial planning goals.
DEMAT
ACCOUNTS
Put all your worries of holding securities in physical form to an end! Through Online Financial Planning we help you reach your financial goal and help you gain financial stability. Through our unique approach to financial planning which provides a plan that is simple, secure and affordable.
SECOND OPINION
We always take a second opinion in most of the matters of our life, and then why not consider My Fin Tree for taking a second opinion on your financial portfolio too.
VACATION PLANNING
Vacation is all about relieving your stress and today in this busy schedule you need a vacation to enjoy life to the fullest. Financial planning is difficult and this is where we step in. we help you manage your finances so that you can enjoy your vacation.
GOLD/ETF
GOLD ETF provides you with a platform to diversify into gold. Gold is considered as a Global Asset Class and there are various reasons why GOLD ETF is better than traditional forms of investing in Gold.
SOCIAL MEDIA MARKETING AND OPTIMIZATION
We provide high quality services of Social Media Marketing, Social Profiling, Social Channel Analysis, Social Competitor Analysis, Social Media Engagement, Social Advertising Campaings and Content Curation. It includes: