Welcome to the Future of Financial Planning
We're here to revolutionize wealth management, providing you access to expert-level financial planning tools that were once reserved for the privileged few.
Our Values
These core principles guide everything we do at Moneyplanned, from product development to customer service.
Simple is beautiful
Simple and transparent user experiences for everyone
Moonshot thinking
We are tackling big problems with the most elegant solutions
Trailblazing solutions
Pioneering the latest technologies and solutions to make life easier
Amaze our customers
We aim to go above and beyond in creating delightful experiences
Our Leadership Team
Meet the team behind Moneyplanned who are passionate about transforming financial planning and wealth management.
Sameer Shashank
Founder & CEO
BITS Pilani, Product Leader, Certified Financial Planner
Passionate about building great products and innovative digital experiences to make people's lives easier.
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Nikhila Putcha
Co-founder (Growth & Business)
IIM Bangalore, Growth Marketer, Certified Investment Advisor
Generalist at heart on a mission to make premium financial planning mainstream for millennials.
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