MONEYTREE INVESTOR SERVICES
OUR FOUNDATIONAL PRINCIPLE THAT HOLDS ALL RELATIONSHIPS.
WE HELP YOU GROW YOUR WEALTH
ABOUT US
Money Tree is an end-to-end wealth management company based in Jabalpur, providing services since June 2016. Recognized as one of the leading financial consulting firms in Jabalpur, Money Tree combines tailored, integrated expertise with a dynamic ecosystem of digital innovations to deliver better, faster, and more sustainable outcomes.
With a strong and growing base of assets under management, the company is committed to delivering genuine value for money to each of its clients. Serving over 3,500 satisfied customers across the globe, Money Tree offers customized wealth management solutions both in Jabalpur and internationally, to help individuals achieve their financial goals.
10 +
Years of experience
WHY CHOOSE US?
Money Tree is a leading financial advisory and wealth management firm in Jabalpur.
A Dedicated Team of Experts
Our team goes beyond just analyzing market data we take the time to understand your unique financial goals. By combining insights with personalized strategies, we help you make confident and informed financial decisions.
We offer a comprehensive suite of financial services under one roof. As a trusted financial advisor in Jabalpur, Money Tree delivers tailored wealth management solutions designed to meet diverse client needs.
Range of Services
We understand that navigating the financial world can be complex. That’s why we focus on providing personalized guidance and solutions, ensuring a smooth and confident financial journey for every client.
Why Money Tree?
MUTUAL FUND
A mutual fund is a collective investment vehicle that pools money from multiple investors and invests it in equities, bonds, government securities, and money market instruments. At Money Tree, our experienced team provides expert guidance to help you choose the most suitable mutual fund schemes.
OUR SERVICES
FIXED DEPOSITS AND BONDS
Money Tree offers a curated range of high-yield fixed deposits and bonds for debt investors, combining capital safety with stable, regular income. Recognized as a trusted fixed deposit advisor in Jabalpur, we help clients choose options that align with their financial goals..
OUR TEAM
RISHI TRIPATHI
FOUNDER
Experience– Over 2 Decades Of Experience in Capital Markets.
Qualification–
Graduation -B.COM
Post Graduation – MBA(Finance)
FOUNDER
Experience– Over 2 Decades Of Experience in Capital Markets.
Qualification–
Graduation -BSE(IT & electronic)
Post Graduation – MBA(Finance & Marketing)
SUMIT CHOUKSE
SUNDER RAJ NAIDU
Experience– 2 decades in the market.
Qualification–
Graduation -M.com & MBA
Experience– 9 Years Of Experience in Client Advisory and Relationship
Qualification–
Graduation -B.com(Taxation)
Post Graduation – MBA(Finance & Marketing)
MANISH MANWANI
Experience– 6 Years Of Experience in the market
Qualification–Graduation -BBA
Post Graduation – MBA(Finance & Marketing)
SUCHI TEKAM
Experience– 2 years with MoneyTree.
Qualification–
Graduation - B.COM
MBA Finance
AKASH PANDEY
Experience– 2 years with MoneyTree.
Qualification–
Graduation - BSE
RITU SINGH SHEKHAR
Experience– 2 years with MoneyTree.
Qualification–
Graduation - B.COM
& MOM
DEVYANI PATKAR
Experience– 2 years with MoneyTree.
Qualification–
Post Graduation - MBA Finance and marketing
PALASH RIJHWANI
ASSOCIATES WITH
CLIENT TESTIMONIALS
“ My investment journey with Moneytree began in 2021, and it’s been one of the best financial decisions I’ve made. Even through volatile markets, their steady guidance and well diversified approach gave me confidence and peace of mind. They made investing feel simple and accessible, helped me build discipline, and encouraged me to steadily increase my investments year on year. Looking back I only wish I had started this journey with Moneytree ten years earlier - the difference it could have made is very clear to me today."
-nazneem
Had a great experience with Moneytree. The team is highly responsive, transparent, and genuinely supportive. Every query is handled efficiently, and all the required information is provided with clarity and professionalism. Overall, a reliable and trustworthy brokerage service that I would confidently recommend.
-Pranav PATEL
I sincerely appreciate the instrumental financial services provided by money tree.
The transparency and responsiveness of the team is incredible. They are very professional and trustworthy service providers
Regards
-Dr Sheetal kaur Ahuja
Money Tree is a global end to end wealth management firm in Jabalpur and Best Financial Consultant in Jabalpur catering to the exceedingly underserved segment of retail financial specialists.
1st floor, Poddar House, opposite Meera Sanghi clinic, near Bank of Baroda, Jabalpur, 482002.
7000286023 | 020 4924702
Email : wealthcreationpoint@moneytree.firm.in
Grievance: grievance@moneytree.firm.in