OpalTree Global (OPC) Pvt. Ltd.

At OpalTree Global, we specialize in delivering remote paraplanning and back-office financial planning support to licensed financial advisers. Our services are designed to help you scale efficiently by outsourcing your time-consuming documentation tasks to a reliable offshore team — while you stay focused on your clients and advice delivery. We don’t offer financial products or advice directly. Instead, we act as an extension of your team, strictly providing support functions like SoAs, RoAs, and administrative document preparation in full compliance with your internal processes and standards.