A Money Tree
Strategic Advisory
Built on Trust. Guided by Clarity.
Relationship-led strategic advisory for families, entrepreneurs and evolving businesses navigating growth, transition and long-term decision-making.
A Thoughtful Approach to Growth & Transition.
A Money Tree was built on the belief that meaningful advisory goes beyond transactions, numbers and short-term decisions.
For over two decades, founders Dhanashree Bhatkal and Suman Makhija have worked closely with families, entrepreneurs and businesses navigating periods of transition, restructuring, redevelopment and growth.
Their approach combines financial understanding, strategic thinking and calm relationship-led guidance — helping clients make decisions with greater clarity, confidence and long-term perspective.
At its core, A Money Tree believes that every financial decision ultimately shapes a larger personal, family or business legacy.
Dhanashree Bhatkal
FCA | MBA | Author | Advisor
Founder | Strategic Advisory
With a background spanning finance, strategic advisory and transformation-led leadership, Dhanashree Bhatkal brings a uniquely balanced perspective to growth, transition and long-term decision-making.
Alongside her work in advisory, she is also the creator of The Calm Leadership Method™, a founder-led framework focused on clarity, calm decision-making and sustainable growth. She has authored the Book 'Money - What's Left What's Right', which delves deeper into the integration of the left and right brain for optimal living.
Her work is deeply rooted in helping individuals, families and businesses navigate complexity with greater awareness, structure and confidence.
Suman Makhija
MBA | Speaker | Advisor
Founder | Strategic Advisory
Suman Makhija brings over two decades of entrepreneurial and strategic experience across business development, relationship management and growth-oriented advisory.
Known for her grounded and people-first approach, she works closely with clients to build long-term trusted relationships while helping navigate opportunities, transitions and strategic decisions with clarity and stability.
Her out of the box strategic interventions have given renewed direction and impetus to several projects.
Our Philosophy
We believe advisory should feel personal, thoughtful and deeply aligned with long-term outcomes — not transactional or reactive.
At A Money Tree, our work is guided by clarity, discretion, trust and strategic thinking.
Whether supporting a family through succession planning, advising on redevelopment opportunities or helping a business navigate change, our approach remains calm, structured and relationship-led.
Why Clients Work With Us
Calm, relationship-led advisory
Long-term strategic thinking
Trusted guidance during transitions
Balanced financial and human perspective
Boutique, personalized approach
Multi-dimensional experience across advisory, redevelopment and growth
We Work With the Very Best
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Built for Long-Term Relationships.
We work with clients who value thoughtful guidance, strategic clarity and trusted long-term relationships.
At A Money Tree, advisory is not simply about solving immediate challenges — it is about helping clients move forward with confidence, structure and perspective.