About MoneyTree Wealth

Leading Financial Service Provider in India

Established in 2020, MoneyTree Wealth 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

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

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.

Extensive expertise in Branch Banking operations, Sales, Marketing, Business Development, and network expansion with proven growth results.

An effective communicator with strong relationship management skills, bringing depth, discipline, and trust to MoneyTree Wealth .

Mr. Surajit Neogi

Co-Founder & Chief Wealth Strategist

Financial Content Creator & Wealth Planner

A dynamic wealth strategist and financial educator with a modern, digital-first approach to investment planning.

As a YouTuber with over 70,000 subscribers, he simplifies complex financial concepts and empowers a new generation of investors.

His blend of strategy, education, and digital reach strengthens MoneyTree Wealth’s long-term client engagement.

Founder Certifications

Regulatory certifications and professional recognitions earned by the Founder, demonstrating compliance, expertise, and continuous professional development in financial markets.

NISM Certification

NISM Series V-A – Mutual Fund Distributors Continuing Professional Education Program, issued by the National Institute of Securities Markets (NISM).

SEBI Investor Awareness Certification

Certificate of Participation for successfully completing the SEBI Investor Awareness Test conducted by NISM under the Securities and Exchange Board of India (SEBI).