A Money Tree
Strategic Advisory
Built on Trust. Guided by Clarity.
At A Money Tree, we believe meaningful growth is built through Clarity, long-term Thinking and Trusted Relationships.
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Founded by Dhanashree Bhatkal (FCA, MBA) and Suman Makhija (MBA),
A Money Tree brings together over two decades of experience across Strategic Advisory, Finance, Redevelopment, Business Growth and Relationship-led Consulting.
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We work closely with Families, Entrepreneurs and Investors to help navigate transitions, structure opportunities thoughtfully and make decisions with confidence and calm.
Our approach is Personal, Strategic and deeply rooted in Trust — because every financial decision ultimately shapes a larger legacy.
Strategic Advisory, Designed for Modern Growth.
Focused Advisory Solutions for Families, Businesses and Investors navigating
Growth, Transition and long-term Wealth Clarity.
Family Wealth & Succession Planning
Helping families navigate wealth transitions with clarity, structure and calm. Strategic guidance for succession, continuity planning, family governance and long-term wealth alignment.
Strategic Real Estate Advisory
Selective, relationship-led real estate guidance for investors and families.
Advisory support for redevelopment, acquisitions, structuring and
long-term strategic opportunities.
Strategic Business Transformation
Helping businesses navigate transition, restructuring and sustainable growth with clarity and strategic direction, through periods of change, realignment and growth with strategic insight, financial clarity and long-term thinking.
Structured Finance Facilitation
Strategic funding and financial structuring for growth and transition.
Supporting businesses and individuals with clarity-led financial structuring and growth-oriented capital facilitation.
Women & Financial Clarity
Building confidence, awareness and financial calm for women and families.
Thoughtful financial guidance designed to create clarity, confidence and empowered decision-making.
The Calm Leadership Method™
Founder Dhanashree Bhatkal also leads a founder-led framework focused on Calm Leadership, Clarity in Decision-making and sustainable Personal and Professional growth.
This methodology supports leaders and entrepreneurs seeking a more grounded and intentional approach to growth and transition.
Strategic Thinking. Trusted Relationships.
Long-Term Perspective.
At A Money Tree, advisory is not transactional. We believe in building long-term relationships grounded in trust, discretion and thoughtful guidance.
Whether navigating wealth transitions, strategic growth or evolving family dynamics, we help clients move forward with clarity and confidence.