Open Hours
Mon – Sat: 9:30 am – 6 pm | Sunday: CLOSED
Call Us: +91 95425 21654
Banjara Hills, Hyderabad, Telangana – 500034
Home >> About Us
About Wealth Tree Group
Wealth Tree is a reputed Financial Planning and Investment Advisory Company based in Hyderabad. Driven by 3E’s Educate, Empower and Enrich we are committed to make every Indian a financial literate. At Wealth Tree our team of experts brings with them a rich experience of two decades in Educating countless investors and analysts and empowering them to earn good returns on their investment in order to enrich themselves and their families.
What makes Wealth Tree stand out is that we make our clients realize the need of their financial planning and goals. We do not look our clients as our customers but someone who is looking to resolve their financial issues and thus our team is always on the court to help our client. We take pride in our in-house research team can explicitly present the best financial products and services to all.
What to expect from us?
Financial Planning services that enable you to analyze your personal financial risks, determine your financial goals and create a road map to mitigate your risks and achieve your financial goals. Our in- house research department with an experience of more than 20 years in stock markets & Mutual Funds research provides you research support in Mutual Funds, Equities, Derivatives (F&O), Commodities and Currencies .Wealth Tree also provide best trading platforms & tools in the industry.
World Class Mentorship Programs & Training sessions from our team of experts with 2 decades of experience will empower participants in the subjects of Stock Markets, Mutual funds , Insurance & other financial products.
Our Approach
At Wealth Tree Group, we strive to know goals & ambitions, and priorities in order to assist clients in achieving their financial life goals by giving them a sound financial plan. We believe in dynamic, attentive, and active investment strategies that help us comprehend risk factors of volatile markets and deliver greater returns over the long term with greater consistency.
Meet our Leadership Team
Prasad Dasari
Prasad Dasari is an inspiring, charismatic leader who founded the Wealth Tree Group with a vision to provide comprehensive financial education and services under a single roof. A mechanical engineer by education, he started his career with the prestigious Kirloskar Group.
Later, due to his passion for financial markets, he began his dream project of WEALTH TREE GROUP in 2016, after gaining extensive experience of more than 20 years in various organizations as a Consultant, Trainer, and Research analyst.
Vamsi Krishna Kona
Graduate from Osmania University with over 18 years of experience in financial markets in various roles and levels. Holds a Diploma in Commodity Markets, from Welingkar University and is a Certified Treasury Dealer by Indian Institute of Banking and Finance. He is also a registered Research Analyst under SEBI.
He started his career as a junior analyst in Bhavishya Advisory Ltd before moving on to senior roles in Karvy, Phoenix Research and Consulting Solutions and Inditrade Capital Ltd (earlier known as JRG).
