Welcome to the Future
of Smart Money
We're here to transform financial empowerment by bringing expert-level money insights and powerful planning tools to everyone.
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 | CFP® (FPSB Certified)
Passionate about building great products & digital experiences to simplify finance.
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Nikhila Putcha
Co-founder (Growth & Business)
Nikhila | Stanford GSB | NISM Certified (XA & XB)
Generalist on a mission to make smart investing more accessible for millennials.
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