MoneyTree

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’.

She is founder of MoneyTree Wealth Advisors. She looks after marketing and branding part of MoneyTree.

She has many feathers in her hat, to name a few are - learning Bharatanatyam and has run half marathons. She is socially active and has conducted workshops on “Women & Investment”.

She is working with MoneyTree since 2016 and is responsible for client relationship management. She is a visionary and has many milestones in terms of time management, winning client trust, quality advising and focused towards her work. Her analytical skills are her core strength and she is integral part of success of MoneyTree. She always has solution oriented approach.

She is good at teaching and writing. She likes to travel and do social activities..

He is the part of the MoneyTree family for more than 4 years, looking after client servicing. He is committed and disciplined to his work. He strives for perfection in what he does. He is a big cricket fan and a shopaholic.