Caution : Beware of Fraud Calls: Wealth Tree Group’s only official number is +91 95425 21654. We have no other contact numbers, branches, or websites. Treat any other calls as fraudulent. Wealth Tree group does not manage client investments or engage in speculative trading. We focus solely on training and long-term research in stock markets.

About us

Wealth Tree Group is a trusted financial planning and investment advisory firm based in Hyderabad. We operate with a clear mission—to educate, empower, and enrich lives through financial literacy and strategic guidance. Our core philosophy, built on the 3E’s, drives everything we do.

For over two decades, we have guided investors, business owners, corporate professionals, and individuals across India in making informed financial decisions. Our team brings deep, real-world experience in crafting personalized financial plans and offering investment advice that helps clients grow their wealth and secure their future.

What sets Wealth Tree Group apart is our unwavering commitment to our clients. We don’t treat them as mere customers—we see them as partners seeking clarity and solutions in their financial lives. This perspective fuels our promise to provide support, not only as advisors but as long-term allies on their financial journey.

Our in-house research team continuously monitors financial markets and analyzes a wide range of instruments to deliver data-driven insights and well-curated recommendations. By aligning each solution with our clients’ unique goals, we ensure every step they take is backed by knowledge, precision, and purpose.

At Wealth Tree, we do more than manage investments—we build trust, deliver clarity, and help our clients create a foundation for long-term financial well-being.

Our Story

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.

In the early stages of his journey, he gained invaluable experience in international commodity markets and went on to lead the growth of a major domestic commodity firm in India—a time when expertise in this sector was still scarce. These pivotal experiences laid the foundation for what would become Wealth Tree Group.

Prasad’s unwavering belief in the power of knowledge-sharing led him to become an exceptional trainer and mentor. Over the years, he has conducted numerous workshops and training sessions, shaping the careers of professionals who now hold leadership roles across the financial industry. His passion for education continues to drive the values and vision of the organization.
Today, under his leadership, Wealth Tree Group stands as more than just a financial advisory company. We operate as a center for education, strategic guidance, and empowerment. We strive to simplify the complexities of financial markets and enable our clients to not only build wealth but also achieve lasting financial clarity and confidence.

Our Vision

To become one of India’s Leading financial education and investment solution providers, recognised for achieving the highest customer satisfaction index.

Our Mission

To be our client’s life long financial partner serving as their trusted advocate and guide, empowering them to make the right investment decisions at the right time.

Our Objective

To contribute to the growth of India’s financial literacy by providing high-quality education across various subjects related to financial markets and instruments.

What to Expect from us?

At Wealth Tree, we deliver comprehensive financial planning services that help you assess personal financial risks, define clear financial goals, and build a strategic roadmap to achieve them. Our goal is to guide you with clarity and confidence at every stage of your financial journey.
Our in-house research team, with over 20 years of experience in stock markets and mutual fund analysis, offers expert insights and data-driven support across mutual funds, equities, derivatives (F&O), commodities, and currencies. This depth of research allows us to present well-informed investment opportunities tailored to your objectives.
We also equip you with access to some of the industry’s best trading platforms and tools—ensuring efficient, seamless, and informed investment execution.
Beyond advisory and research, we empower individuals through world-class mentorship programs and training sessions. Led by seasoned professionals with two decades of experience, our programs offer in-depth knowledge across stock markets, mutual funds, insurance, and a wide range of financial instruments. These sessions are designed to build both competence and confidence, enabling you to take control of your financial future.
At Wealth Tree, you can expect expertise, integrity, and a deep commitment to your financial success.

Our Approach

Our investment philosophy centers around dynamic, proactive, and well-researched strategies. We actively monitor market movements, assess risk factors, and adapt to changing conditions to navigate market volatility. This enables us to deliver more consistent returns over time while minimizing unnecessary risk.
By combining deep financial insight with a tailored planning process, we empower our clients to make informed decisions and stay on track toward achieving lasting financial success.

At Wealth Tree Group, we take a client-centric approach—understanding your goals, ambitions, and financial priorities to craft a personalized and actionable financial plan. We focus on building long-term partnerships by offering strategies that align with your unique life objectives.

Meet Our Team

Prasad Dasari

Founder & Visionary Leader

Prasad Dasari is the driving force behind Wealth Tree Group, founded in 2016 with the mission of bringing comprehensive financial education and services under one roof. A Mechanical Engineer by qualification, he began his career with the renowned Kirloskar Group. With over two decades of experience as a Consultant, Trainer, and Research Analyst across leading organizations, Prasad transformed his passion for financial markets into his dream venture, Wealth Tree Group. His inspiring leadership and vision continue to shape the company’s journey.
Vamsi Krishna Kona

Research Analyst

With over 18 years of expertise in financial markets, Vamsi Krishna Kona brings deep knowledge and strategic insight to Wealth Tree Group. A graduate of Osmania University, he holds a Diploma in Commodity Markets from Welingkar University and is a Certified Treasury Dealer from the Indian Institute of Banking & Finance. He is also a SEBI-registered Research Analyst. Vamsi began his career as a Junior Analyst at Bhavishya Advisory Ltd and went on to hold senior roles at Karvy, Phoenix Research & Consulting Solutions, and Inditrade Capital Ltd (formerly JRG). His analytical expertise and leadership play a vital role in driving the firm’s growth.

Contact Us

#G 01,8-2-596/F/44/A Farhat Afza Building, Beside Star Hospital Rd. No. 10, Banjara Hills Hyderabad, Telangana, 500034.
info@wealthtreegroup.in
Call Us: +91 954 252 1654

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