With over 10,000 clients across the country,
MoneyTree Partners® is one
of India´s
leading Investment Service Companies.Get in touch with us
MoneyTree Partners® is a wealth management 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 Are
Rating
4.9
★★★★★
Based on 367 Reviews
Mani Sharma is the dynamic founder of Moneytree Partners, a firm built on the principles of trust, knowledge, and long-term wealth creation. A celebrated name in the world of finance, Mani is a proud holder of both Limca Book of World Record and Guinness Book of World Records, recognitions that reflect her exceptional dedication, discipline, and pursuit of excellence.
With 17 years of experience as a financial advisor, Mani has guided individuals, families, and businesses toward informed, confident financial decisions. Her approach blends deep market insight with a personal commitment to every client’s financial wellbeing. What truly sets her apart is her ability to simplify the complex—empowering people to understand money, build wealth, and plan for a secure future.
At Moneytree Partners, Mani’s vision is clear:
to create a space where financial guidance is honest, accessible, and transformative.
Her journey inspires many, her expertise influences countless financial futures, and her passion continues to shape Moneytree Partners into a trusted name in the industry.
AMFI CERTIFIED MUTUAL FUND DISTRIBUTOR
ARN - 97797 / EUIN-E113708
Current Validity of ARN- 22nd-April-2028
Date of initial registration- 04th-June-2013
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.
AMFI CERTIFIED MUTUAL FUND DISTRIBUTOR
ARN - 159618 / EUIN-E293919
Current Validity of ARN-31st Jan 2028
Date of initial registration -11th-Feb-2019
Portfolio Suite & Tools is a comprehensive solution for managing your investments; with three key features.
📍 Address:
1508/38 Ansal Towers Nehru Place,New Delhi-110019
📍 Address:
WeWork DLF Forum, Cybercity, Phase-3, Gurugram, Haryana-122002
📞 Phone: 011-43017214, 8142120044
✉️ Email: [email protected]
Ms. Mani has been my trusted financial advisor who, with her deep understanding of the markets, has always offered the right solutions and guidance. Her expertise has earned my complete confidence. Truly an inspiring woman 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.
Wealth management involves planning, managing, and growing your financial assets through strategies tailored to your goals. MoneyTree Partners analyzes your risk appetite, future needs, and current financial status, then recommends suitable mutual funds, bonds, and diversified portfolio options. We provide ongoing reviews, performance updates, and personalized guidance to maximize your returns, whether you are a first-time investor or a seasoned professional.
Our advisors conduct a thorough financial assessment, including your age, objectives, income, and risk tolerance. Using our proprietary investment tool and expert-driven analysis, we match you with customized products—such as equity funds for long-term growth, debt instruments for stability, and balanced funds for moderate risk. Regular portfolio rebalancing ensures your investments align with changing goals.
Mutual funds offer professional management, diversification (reducing risk), and easy liquidity. They are ideal for both beginners and experienced investors, as they pool money from many investors to buy a range of securities. Unlike direct stock buying, mutual funds minimize the risk from market volatility and require less time and expertise.
Yes! MoneyTree Partners provides a secure online portal and a dedicated mobile app, allowing you to track investment performance, make purchases and redemptions, and receive expert guidance from anywhere. Automated updates and notifications help keep you informed.
Our fee structure is transparent and competitive. There may be fund management fees, transaction charges, and advisory fees—all clearly disclosed before you invest. We do not levy hidden costs and ensure you can see all charges in your investment summary.
