OWN YOUR
We provide reliable and expert advice for individuals
seeking to achieve their financial goals.
We provide reliable and expert advice for individuals seeking to achieve their financial goals.
We provide reliable and expert advice for
individuals seeking to achieve their financial goals.
Chief Executive Officer
Kunal Desai
Who We Are
Kunal Desai, founder of Banyan Tree Invest(BTI) having sound experience in Real Estate & Investments. We at BTI help clients to achieve their Financial goals with effective and smart investment planning.
What is our goal?
Our goal is to give our clients the best chance of achieving their investment objectives. In practice, that means constructing investment strategies designed to deliver the return our clients need with as little risk as possible.
How we do it?
We don’t rely on hunches and we don’t bet the house. We apply a methodical, scientific approach to investing that has helped us deliver consistent performance far ahead of the average fund manager.
But great investment performance is only half the story.
We communicate proactively and we never go missing when the markets get tough. We’re available, responsive and we measure our client’s portfolio performance consistently.
Chief Executive Officer
Kunal Desai
01
about us
Who We Are
Kunal Desai, founder of Banyan Tree Invest(BTI) having sound experience in Real Estate & Investments. We at BTI help clients to achieve their Financial goals with effective and smart investment planning.
What is our goal?
Our goal is to give our clients the best chance of achieving their investment objectives. In practice, that means constructing investment strategies designed to deliver the return our clients need with as little risk as possible.
How we do it?
We don’t rely on hunches and we don’t bet the house. We apply a methodical, scientific approach to investing that has helped us deliver consistent performance far ahead of the average fund manager.
But great investment performance is only half the story.
We communicate proactively and we never go missing when the markets get tough. We’re available, responsive and we measure our client’s portfolio performance consistently.
02
Quality services Since 2017
We’re committed to providing the highest-quality coverage at the most competitive rates.
With experts in every field Banyan Tree Invest can cater for every financial need, with global insight and extremely thorough compliance and evaluation of all investment platforms, we look at the whole of the market to provide bespoke advice based on your circumstances, goals and objectives. We can offer our services to individuals, corporations and many others.
Mutual Funds
Health Insurance
Wealth Advisory
Fixed Deposit
Term Insurance
PMS
02
Quality services Since 2017
We’re committed to providing the highest-quality coverage at the most competitive rates.
With experts in every field Banyan Tree Invest can cater to every financial need, with global insight and extremely thorough compliance and evaluation of all investment platforms, we look at the whole of the market to provide bespoke advice based on your circumstances, goals and objectives. We can offer our services to individuals, corporations and many others.
Mutual Funds
Fixed Deposit
Health Insurance
Term Insurance
Wealth Advisory
PMS
03
THE FACTS
Why selecting us is your best Option ?
03
THE FACTS
Why selecting us is your best Option ?
Someone is sitting in the shade of a tree today
because someone planted a tree a long time ago.
Someone is sitting in the shade of a tree today because someone planted a tree a long time ago.
WARREN BUFFET
04
team members
Meet the Team
Kanan Desai
Marketing Head
Jenish Rathod
Senior Wealth Manager
Nilesh Ingle
Wealth Manager
Bharat Rathod
Insurance & Wealth Manager
05
TESTIMONIALS
Clients Review
Since investing with Banyantree investment we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition, we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.
Monarch Desai
Surat
They give always true and genuine advise looking at customers first . They r not at all running to sell products to earn huge commissions on the cost of customers profit but build long term relationship with clients. Always suggests best options .
Kanishk Kanungo
Surat
To,
Mr Kunal desai,
I m absolutely delighted with your service. “ passion, knowledge and genuine interest in achieving the best clients is what makes a truly professional financial advisor who fulfill clients needs and preferences your professional ethics and caring demeanouy elicits my trust and respect I always recommend your service in my known persons u r genious
Rupa Shah
Surat
I am absolutely delighted with service of Banyan tree investment co. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.
Yunus Ashraff
Surat
I'm grateful to be a part of the banyan tree investment co. While being here I always had guidance to build a better tomorrow for me. There is a mutual bond of trust created from the beginning.
Sanjyot Vaishnav
Surat
06
AWARDS
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contact US
Get in Touch
Mon - Sat
09:00 AM to 19:00 PM
Address: 3rd Floor, No.321 Rajhans Ornate, Opposite Central Business Hub, Parle Point, Surat.
Follow the below map for the directions.
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Please fill the below form to reach us!