support@captreefinserv.com +91 9919372535
Client Login Admin Login

About Us

As a growing Mutual Fund Distributor in Lucknow, our vision is to increase financial literacy among our customers and every investor across the globe.

~Your investment friend

Our Vision

Our core motive is to increase the financial literacy of the common man of the country. When knowledge increases, prosperity comes as an outcome. Our financial services are devoted for the same.

Our Principle

Capital Tree believes in delivering the best financial services to our customers. We do this with maximum transparency to give our customers everything they need under one roof.

Our Mission

Capital Tree believes in delivering the latest schemes to our service partners. We keep as much transparency as possible to avoid future confusions.

Mr Aditya Sharma

Founder CapTreeFinServ - Experience - 7 years( Persuing CFP)

Mr Aditya Sharma started Capital Tree on October 4th, 2020. As it is already mentioned in the vision, he simply wants to share his financial knowledge with all those who are looking for an experienced and well qualified Mutual Fund Distributor. Mr. Aditya Sharma is a certified financial planner. He holds AMFI & IRDAI certified. He has also worked for an investment firm for over 4 years. He has a good grip over business & personal finance.

Mr. Sharma has consulted over 1000+ individuals across Lucknow. Currently, after the beginning of Capital Tree in Rajajipuram, he is serving the society as a reputed Mutual Fund Distributor in Lucknow.

Mrs Kratika Sharma

Co-Founder CapTreeFinServ - (Experience-3years) (Persuing CFP) (Qualified Personal Finance Professional)

With a profound passion for helping individuals reach their financial goals, Kratika's vision shapes our commitment to providing the best financial services.

Kratika Sharma, with her extensive background in financial strategy, stands as the driving force behind Capital Tree. Her keen insights and strategic acumen have established her as a leader in the industry, making Capital Tree a beacon of financial excellence.

As a co-founder, Kratika's expertise ensures that every client receives personalized and effective financial solutions. Her vision extends beyond conventional services, aiming to make financial well-being accessible to all.

Why should you choose Capital Tree?

  • Capital Tree is the best financial firm in Lucknow. Our core motive is to increase the financial literacy of the common man of the country.
  • Capital Tree Financial Services offers different investment products and services to help investors invest for their financial goals.
  • We gives services for all major financial products like Fixed Deposit, Mutual Fund, Life Insurance, Health Insurance, General Insurance, Loan and tax consultancy.
  • We provide the best investment management services. We help our clients in visualizing their financial objectives.
  • With specified financial goals, we make customized financial plans for better funds allocation. The trust of the customer in his/her wealth management service provider keeps every organization alive forever.
  • Capital Tree focuses on delivering the latest financial schemes from our investment service partners. Our Company believes in keeping as much transparency as possible to avoid confusion in the future.
Team

Miss Priyanshi Verma

Operations Head CapTreeFinServ
Experience 2 years

Mr Zafar Hasan

Branch Manager- Tiwari Ganj Branch
Expience 3 years