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.
"Great workshop! Learned practical trading strategies. Gained confidence in the stock market. Highly recommend!"
Karthik Singh
Financial Analyst
"Wealth Tree Group has been a tremendous support in my financial planning journey. With their expert guidance, I now have a life protection solution and a secure, risk-free investment plan. Their team took the time to understand my goals, explained every step clearly, and provided solutions that give me confidence about building a safe and stable future."
Praneeth Reddy G
Python Developer
"When I first met Prasad Dasari sir, I was overwhelmed with managing my savings, investments, and expenses. Their step-by-step guidance helped me create a clear financial plan. I understood how under insurance I was. Today, I have a solid investment portfolio, emergency fund, and a roadmap for my retirement. I feel more confident about my future thanks to their professional advice."
Vasavi
Health and Fitness Coach
"I always thought financial planning was complicated, but Wealth Tree Group made it simple. They patiently explained every detail and customised the plan according to my needs. Now I have better control over my income and expenses, and I’m able to save consistently without stress. They also helped me with the right strategy in investing right mutual funds, bought adequate insurance coverage, and started disciplined investments in the stock market. Now I feel both protected and financially confident about the future. I highly recommend them to anyone who wants clarity in their finances."
Swathi Tirunagari
Manager Facilities and Administration at Arcserve India Software Solutions Pvt Ltd
"I always wanted to invest in the stock market, but I lacked the knowledge and often ended up taking tips from friends or news channels. This led to losses and a lot of frustration. With the help of Wealth Tree, I understood the importance of having a structured plan and a long-term perspective. Now, I invest with proper asset allocation, keeping my risk appetite in mind. My portfolio has not only recovered from losses but is also giving me steady growth. More importantly, I’ve learned discipline and patience in investing. Today, I see the stock market as a wealth-creation tool rather than a gamble."
Hardik B Joshi
Consultant
"For years, I thought buying a couple of life insurance policies was enough to secure my family. But when I went through a financial planning session with Wealth Tree Group, I realized that my coverage was not sufficient, and my investments were scattered. Wealth Tree helped me restructure my insurance portfolio with proper term and health insurance, while also building a financial plan that included mutual funds and SIPs for long-term growth. Today, I feel balanced—I have protection for emergencies and a clear roadmap for future goals like my children’s education and retirement. It’s a huge relief to know both security and growth are taken care of."
Rahul
Solution Architect at Accenture
"Investing in Stocks Markets has become an easy task after attending the Mentorship Training program. The trainers were excellent. Though I've been in this field for quite a long time, I came across" many new aspects of fundamental and technical analysis through this program."
Sri Challa Kodanda Ram
Former High Court Justice of Telangana
"I attended the Mentorship Program designed by Wealth Tree Group. I had a lot of inconsistent profits before. I could gain technical knowledge on Stock Markets through this program. Many aspects like chart reading, etc. became easy. I'm thankful to this institute for this opportunity."
Raja Rao
Engineer – Participant of Technical Analysis Training
"I'm very thankful and grateful to Wealth Tree Group for providing such valuable insights to our students on how to invest in financial markets. Even the Non-finance background students have given very good feedback as they started with basics and concluded with discussing investment strategies."
Sucharitha
HOD of Business Management, St. Ann’s PG College
"This Mentorship course is very informative. It is very helpful for a beginner as well as an investor or an advanced trader. Whoever is looking forward to becoming a trader or a long-term investor I recommend this course for them."
Sai Diwakar
Bank Manager – Participant of Learn to Earn Program
Start Your Journey
to Financial Freedom Today
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.