Who We Are

MoneyTree Partners™

9000 clients across the global

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

Taking 'High Competitive Edge' is where the role of MoneyTree Partners™ comes up. Quality service delivery in the garb of rich experience is what we have been known for. Client satisfaction is where the roots of the Tree stand forth. Encompassing the clients of varied segments and ensuring them with optimizable instruments is what our role has been.

In this world of uncertainty, long-term financial planning has become the need of an hour. With technology in the forefront, we come with a diversified kitty consisting of Mutual funds, Direct Equities, Portfolio Management Services (PMS), Insurance, etc. Serving great latitudes across India and globally. The team would feel privileged to accompany you all throughout the journey of your life.

years of unbeaten trust of customers around the world