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About Us

Vision

To be India’s financial education and investment solution provider with highest ranking in customer satisfaction index.

Mission

To be our client’s financial partner for life by being their trusted advocate and guide, and empowering them to make right investment decision at right time.

Meet our Founding Members and Experts

Rajesh Jain

Rajesh Jain an astute professional with over 15 Years of diversified experience started his career in 2004 as an Advocate in High Court at Hyderabad. He moved to corporate life in 2006 as a Company Secretary and GM (Corporate Affairs) at Surana Group, Hyderabad. He progressed to HIL Limited, a CK Birla Group Company as DGM (Special Projects) in 2010 and in 2015 he joined Shakti Hormann Pvt Ltd, a German MNC as CFO.
In 2017 he started Wealth Tree Group along with his old friend Mr. Dasari Prasad with a vision of making every Indian a financial literate and providing a one stop solution for financial advisory and education.

Prasad Dasari

The expert in Stock markets having trained more than 1000s of Research Analysts, has founded Wealth Tree Group, with an ambition to provide all financial services under one single roof and make the clients live a hassle free life.

We grow when you grow…