At A Money Tree, we are more than advisors — we are partners in your growth journey. Founded by Dhanashree Bhatkal (FCA, MBA) and Suman Makhija (MBA), both seasoned entrepreneurs with over 23 years of business leadership, we bring a unique blend of financial expertise, strategic insight, and people-centric wisdom.

For over two decades, we have:

• Built and scaled ventures across industries

• Trained thousands as Art of Living meditation facilitators

• Guided businesses, families, and leaders through transformation, clarity, and legacy planning

 

Our Backbone is our clearly Charted Systems and Standard Operating Procedures, that help us to adapt to new Solutions and new Client Cultures swiftly.

Backed by Technology and Powered by Values, at A Money Tree we support and participate in a number of Social Initiatives with the Commitment
to Give back to Society.

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At A Money Tree, we help you grow not just businesses, but nurture futures.