Empowering Your Financial Future with Expert Guidance One strategy, One client, One success story at a time Transform Your Financial Journey with Confidence
About Wealth Tree Group

Your Financial Growth Partner

At the heart of Wealth Tree Group stands CEO Prasad Dasari, a visionary leader whose mission is to transform financial literacy and planning in India. A charismatic communicator and passionate educator, Prasad founded Wealth Tree Group with the goal of offering comprehensive financial education and services under one roof—empowering individuals to make confident, well-informed financial decisions.
Prasad began his career as a mechanical engineer with the esteemed Kirloskar Group. However, a chance encounter with the financial markets sparked a deep interest that soon evolved into a life-changing passion. Recognizing the immense potential of this field, he made the bold decision to leave behind a stable corporate career and immerse himself fully in the world of finance.

Financial Planning

Financial Planning

Wealth Tree Group’s Financial Planning service offers personalized guidance on income analysis, comprehensive savings strategies.
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WTG Academy

WTG Academy

As per a recent report by SEBI, only 27% of the country’s population is financially literate. This highlights the need for increased financial.
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Stock Market Research

Stock Market Research

Wealth Tree is a SEBI-certified research firm, has been providing quality research services for the past two decades.
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Insurance

Insurance

We don’t sell any specific product of insurance, we provide a solution which is important & required for client after understanding his risk.
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Mutual Funds

Mutual Funds

In today’s complex financial landscape, investing in mutual funds has become a popular choice for individuals looking to grow.
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Loans

Loans

At Wealth Tree Group, in partnership with Bankezee, we're committed to helping you achieve your financial goals with confidence and ease.
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Years of Expertise
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Trusted Clients
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Customer Satisfaction
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Clients Guided in Financial Planning
TESTIMONIALS

What Client's Say About Us?

Client satisfaction is our top priority & we have many clients from different segments who are very happy with our services.
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We want to be our client’s financial partner for life by being their trusted advocate and guide and empowering them to make the right investment decision at the right time.

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