WHY MONEYTREE

“While Dreams Simply Require Imagination, Achieving Them Requires Much More.
Our Mission Is To Help Clients Achieve Their Dreams”

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Why MoneyTree?

  • Purpose
    • What do our clients want most? Peace of mind. Quite simply, our clients want money without money worries. They want to enjoy the fruits of their labors worrying about unsuitable investment , unproven tactics or unnessary taxes. The deep relation we build are sacred to us and to the people we serve. MoneyTree is here to help you enhance ,sustain and enjoy your financial independence.

  • Independece
    • We do not produce any financial products; therefore, we maintain objectivity and provide advice based solely on our clients’ needs. At MoneyTree, you can feel confident that you will receive advice, not a pitch.

  • Client Focus
    • We are proud of our reputation of helping hundreds of families achieve their financial dreams by managing their wealth as reliably as if it were our own.

  • Expertise
    • The highly credential professionals at MoneyTree have extensive experience and education in helping people just like you.

Meet Our Expert Team Member

Mr. Sumit Nahata (CFP™) – Founder and Director of MoneyTree Wealth Advisors

He is the Founder and Director of MoneyTree Wealth Advisors. He holds prestigious CFP certification and keeps 15 long years of experience in the field of financial planning and advising. He is a firm believer of ethical practice in advising his clients and always keeps client first. His dedicated efforts has helped MoneyTree to hold in its bucket of clients many NRI, HNI investors.

He is a firm believer of “A Well Informed Investor Is A Well Protected Investor “and runs many investor awareness programs through seminars and online media. He is passionate about Mountaineering and Motor Biking and also holds a ‘Limca Book of Record’.

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