About MoneyTree Wealth Management

Leading Financial Service Provider in India

Established in 2020, MoneyTree Wealth Management has emerged as one of India's leading financial service providers. Founded by Mr. Sukhen Das, an MBA Finance professional with comprehensive financial certifications including AMFI and IRDA.

With over 20 years of experience in the banking industry, we bring unparalleled expertise in cross-functional consumer banking, depository participation, and custodial services.

Our proven track record in establishing systems, network expansion, and contributing to augmented growth makes us your ideal financial partner.

                        
                        We have a dedicated mobile app and website

                        Experience digital convenience with MoneyTree Wealth.

20+

Years Experience

2020

Established

100%

Client Satisfaction

All

Certifications

Our Approach

Strategic Planning

We develop customized financial strategies that align with your unique goals and risk tolerance, ensuring long-term success.

Client-Centric Focus

Your financial well-being is our priority. We build lasting relationships based on trust, transparency, and personalized service.

Performance Driven

Our data-driven approach combines market insights with proven strategies to maximize your investment returns.

Our Services

Wealth Management

Comprehensive wealth management solutions designed to help you achieve your financial goals and secure your future with confidence.

Investment Planning

Strategic investment planning with expert guidance to maximize returns and minimize risks in your diversified portfolio.

Business Development

Proven strategies for business growth, network expansion, and establishing effective systems and procedures.

Financial Advisory

Expert financial advisory services with AMFI and IRDA certifications ensuring professional and reliable guidance.

Relationship Management

Exceptional relationship management with effective communication and problem-solving skills tailored to your needs.

Meet Our Leadership

Mr. Sukhen Das

Founder & CEO

MBA Finance | AMFI & IRDA Certified

4-Time MDRT Member

A distinguished professional with over 20 years of experience in cross-functional Consumer Banking, Depository Participant, and Custodial Services. As a 4-time MDRT (Million Dollar Round Table) member, Mr. Das has consistently demonstrated excellence in financial advisory and wealth management.

His extensive experience encompasses managing entire Branch Banking operations, Sales Operations, Marketing, and Business Development. Mr. Das has a proven track record of establishing robust systems and procedures, driving network expansion, and contributing significantly to augmented growth and profitability levels.

An effective communicator with exceptional problem-solving and relationship management skills, he brings unparalleled wealth of knowledge and expertise to Money Tree Wealth Management.

🎓 Certificates & Achievements

Recognitions and professional certifications that highlight my commitment to excellence and continuous learning.

NISM Certification

Successfully completed the NISM Series V-A: Mutual Fund Distributors Continuing Professional Education Program under SEBI regulations, issued by the National Institute of Securities Markets (NiSM).

Mr. Surajit Neogi

Co-Founder & Chief Wealth Strategist

Financial Content Creator & Wealth Planner

A dynamic wealth planner and influential financial educator who brings a fresh, modern perspective to wealth management. With expertise in comprehensive financial planning, Mr. Neogi specializes in creating customized investment strategies that align with clients' long-term financial goals.

As a renowned financial content creator and YouTuber with over 70,000 followers, he has successfully democratized financial literacy, making complex financial concepts accessible to thousands of individuals. His engaging content covers investment strategies, wealth creation techniques, and practical financial planning advice.

Mr. Neogi's unique blend of technical expertise and digital influence enables Money Tree Wealth to connect with the next generation of investors, offering innovative wealth management solutions backed by educational insights and proven strategies.