With over 10,000 clients across the country, MoneyTree Partners™ is one of India´s Leading Financial Planning Companies.
MoneyTree Partners™ is a wealth advisory firm established in 2014. It caters to the needs of the clients by investing the money in mutual funds, bonds and assisting in providing insurance (term plans and health insurance) coverage to clients. MoneyTree Partners is one of the biggest wealth management firms in Delhi-NCR today.
Who We ArePortfolio Suite & Tools is a comprehensive solution for managing your investments; with three key features.
The founder is a Limca Book of the World and
Guinness Book of World Records holder. An
investment banker by profession, Mani Sharma has created
a niche in the financial world by managing one of the
highest assets under management (AUM) portfolios today.
As the founder of MoneyTree Partners™, Mani Sharma
provides strategic vision and direction to the company.
At the age of 30, she personally managed assets worth
more than 300 crore for her clients. Her primary focus is
on establishing MoneyTree as the most trusted and
renowned brand in the years to come.
Mani, a woman entrepreneur, resides in New Delhi. She has
been serving the financial industry for the last 15
years, with her sole assignment being with Destimoney
Securities Pvt. Ltd. (formerly Dawnay Day AV), where she
managed portfolios of high-net-worth individuals (HNIs).
Notably, she holds a Limca Book of World Records title
for being recognised as a "memory girl" and is also
professionally certified as a financial goal planner.
Siddarth Sharma, a wealth manager by profession in Delhi,
has been a co-founder of MoneyTree Partners™.
Siddarth had been a district topper in his Matriculation,
after which he pursued his Engineering degree in
Electronics Instrumentation and Control with Economics
as electives from Thapar University, Patiala. After
becoming a gold medalist with a 9.2 CGPA, Siddarth
pursued his dreams of qualifying for the Government
Service Examination and served as a public servant in the
Central Board of Indirect Taxes and Customs (formerly
Central Excise and Customs).
After serving for 2 years, Siddarth decided to quit the
public service and make his presence in wealth
management, which had been his family-owned business
since 2014.
Ms. Mani has been my financial advisor who after well understanding the markets has given me services and products which had made me to rely over her completely. Kudos for this women entrepreneur!
Late Mr. Shanti BhushanSenior Advocate
Siddarth has been very actively keeping track of developments in the capital market.Very sincere,conscientious person who had been a great guide for right investments at the right time.
Mr. S Ravi ShankarLt. General
Ms. Mani Sharma has been my financial advisor for the past more than five years. She is very proactive and keeps up commitments. She is knowledgeable and competent to advise on investments. She has a professional approach and sends me monthly updates on my portfolio on a regular basis. I am extremely happy with her services both in terms of quality and responsiveness so much so that I have increased the investments made through her significantly over the past few years. I wish her all success in her entrepreneurial endeavour through MoneyTree Partners™.
Mr. S SandilyaChairman-Eicher Group
Siddarth has been seeing over both me and my wife's portfolios,giving us personalised and timely advice on managing them.His valuable advise has helped us optimise our holdings and steer through tough market conditions.We wish him all the very best in his endeavours.
Mr. B.K.MohantiCommodore
Siddarth is dedicated to his work and is highly professional.He is responsible and keeps me updated on all market happenings.He is aware of the portfolio situation and tries to generate alpha by his continuous monitoring.An advisor who is also a life long learner is a blessing as he is aware of the latest happenings and is ready to react to any market news.I wish him all the best for achieving great success.
Lt.Gen(Dr.) Mr. Nitin Kumar kohliPVSM, AVSM, VSM
Ms. Mani has been my financial advisor who after well understanding the markets has given me services and products which had made me to rely over her completely.Kudos for this women entrepreneur!
Late Mr.Ram JethmalaniSenior Advoacte
MoneyTree partners shall assist in analysing your portfolio comprehensively.Send us the report received over the email id [email protected] and we shall get back to you.
