Where Finance
Finally Clicks.
Want To Know Us...
We don't just teach finance — we transform how you learn it. For over a decade we have been demystifying through the complexities with straight-talk lessons so that finance no longer feels like fog. Learn by doing—cases, drills, past-paper rigor. Mentors stay until it clicks.
Fintree is a learner-first finance academy built on three promises: clarity, practice, and people who care. We primarily help CFA®/FRM® aspirants—and emerging professionals—turn complex finance into career-ready skills through practical teaching, mentorship, and a hybrid classroom-online community.
With over 75,000 candidates trained across 50+ countries and more than 7,000 job opportunities generated, we've been making a global impact for the past 14 years. Headquartered in Pune with a presence in Bengaluru and Mumbai, we specialize in two of the world's most sought-after courses—CFA and FRM—along with NISM, FM, and many more in the pipeline. Every course is designed with the learner at the center; we don't believe in a one-size-fits-all formula. Instead, we focus on convenience, flexibility, and personalized learning to help you succeed.
Where Work
Feels Like Family
LEAD INSTRUCTOR
At the Helm of FinTree
Utkarsh Jain
I believe one must be a good learner before becoming a good teacher. Inspired by Dr. Richard Feynman's technique, I simplify complex concepts by breaking them down into first principles—an approach I apply to teaching investments and finance.
WORK
- Founder & CEO + Lead instructor at Fintree
- Co-founded Learning Potato (home tutoring for K-12 and other students) and StudyQubes (study spaces for students)
- Portfolio advisor & consultant to Family offices, UHNIs & HNIs, including A-List celebrities
- Visiting faculty at top tier B-Schools of India
- Corporate trainer for several top finance sector companies as well as some NIFTY 50 companies.
ACADEMIC CREDENTIALS
Chartered Accountant | CFA Charterholder | FRM Charterholder | CFP Charterholder | LLB
Meet Your Fintree Crew
We've built a ground team dedicated to one mission—your success. Think of us as your backstage support system, making sure you shine on stage.
Utkarsh Jain
Founder & CEO | Lead Instructor
Pradeep Jain
Managing Director
Ayush Gupta
Product Manager - CFA
Siddhesh Ghotgalkar
Candidate Communication Associate
Sharvari Balike
Candidate Communication Associate
Sanika Kotkar
Candidate Communication Associate
Gautam Sahetya
Candidate Communication Associate
Vedansh Jaiswal
Candidate Communication Associate
Palak Khinvasara
Candidate Communication Associate
Ritesh Khound
Candidate Communication Associate
Shamit Gehlot
Candidate Communications Associate
Lakshmikanth M Suvarna
Candidate Communication Associate - Bengaluru
Devansh Tiwari
Candidate Success Associate
Sarthak Nigade
Candidate Success Associate
Palak Mehta
Candidate Success Associate
Shreyas Jadhav
Candidate Success Associate
Yash Chandrala
Career Services Associate
Shreyash Sakhare
Career Services Associate
Siddhi Jadhav
Content Associate
Vishal Mane
Senior Editor
Arpita Jain
Content Associate
Karan Matai
Content Associate
Samarth Arya
Content Associate
Mihir Deshpande
Content Associate
Ankur Pisal
Content Associate
Riddhi Shah
Strategic Partnership Lead
Aditya Patel
Social Media Strategist
Vallabh Salunke
Leadership
DRIVEN BY PURPOSE
Our leadership team brings deep expertise in finance and education — shaping a mission focused on student success.
VISION IN ACTION
We listen to your goals and recommend the course that truly fits—no fluff, no hard sell.
ACTIVE INVOLVEMENT
They mentor teams, interact with students, and stay engaged in daily progress—while keeping the long-term vision in focus.
Learn It. Prove It. Own Your Finance Career.
From Learners to Leaders — You're Next.
Turn your learning into leadership. With FinTree's guidance, every step takes you closer to your dream role in finance.
Learn It. Prove It. Own Your Finance Career.
From Learners to Leaders — You're Next.
Turn your learning into leadership. With FinTree's guidance, every step takes you closer to your dream role in finance.
Our team is thriving!
Work with people who love turning "I don't get it" into "Got it." Help us grow the learner community.
Join hands with us
Corporate Training | Hire From Us | University Partnership
+91 88887 33330