Get to know us
We started as a small personal finance advisory services & workshops programs for salaried individuals & HNI'S to get rid from financial barriers & aims to achieve goals by combining Technofunda analysis & economy industry studies.
Our mission
At Capitree Asset LLP, our mission is to empower individuals and families to achieve financial independence and build sustainable wealth. We provide expert guidance in personal finance, investment strategies, and comprehensive wealth management, helping clients make informed decisions for a secure financial future. With a focus on personalized financial planning, we aim to transform complex financial landscapes into clear, actionable paths toward achieving your goals."
Our vision
we envision a future where financial literacy and wealth-building opportunities are accessible to everyone. Our goal is to inspire a generation of financially empowered individuals who confidently pursue their financial aspirations with clarity and purpose. By offering innovative tools, actionable insights, and personalized guidance, we strive to set new standards in financial advisory services and lead the way in transforming lives through financial independence and sustainable growth."
CAPITREE ASSET
Our team
Our team is the heart of what we do. We are a group of passionate, experienced, and forward-thinking professionals dedicated to helping you build a secure financial future.
Diverse Expertise
Our team brings together experts in stock market analysis, equity research, financial planning, and tax strategy, ensuring a comprehensive approach to your wealth-building journey. We combine data-driven insights with years of experience to provide tailored recommendations that align with your goals.
Committed to Excellence
Innovation, integrity, and excellence drive us. We stay ahead of market trends, continuously refining our strategies to deliver the best solutions for your financial growth.
At CapiTree Asset, we’re not just a team — we’re your trusted partners on your path to prosperity.
Dushyant Kataria
Research analyst
Shivam Kumar
ASSOCIATE, FINANCE
Aakash
marketing analyst