MoneyTree Partners ®

With over 10,000 clients across the country, MoneyTree Partners® is one of India´s Leading Financial Planning Companies.



Transform struggles into success with quality strategy.

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.

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Financial & Consulting of MoneyTree Partners®
FOUNDER & CEO of MoneyTree Partners ®


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.

ARN - 97797 / EUIN - E113708
Current Validity of ARN - 22nd April 2025
Date of Initial Registration - 04th June 2013

CO-FOUNDER of MoneyTree Partners ®


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.

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What Our Loving
Clients Saying

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 Bhushan

Senior 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 Shankar

Lt. 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 Sandilya

Chairman-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.Mohanti


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 kohli


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 Jethmalani

Senior Advoacte

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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.

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