Our Team: Trusted, Experienced, AMFI-Registered
- Over 60 Years of Combined Global ExperienceOur core team includes seasoned financial professionals and Certified Financial Planners (CFPs) with both India and International experience.
- AMFI-Registered Mutual Fund DistributorsWe operate fully within the SEBI framework, offering mutual fund investments as a regulated and transparent product class.
- Backed by a Partner EcosystemFrom Chartered Accountants to legal advisors and insurance experts, our ecosystem is curated to serve you with care and competence — without the stress of finding help on your own.
Our Founders
Manivannan Gopalan
Co-founder & CEO
Manivannan is an engineer from BITS Pilani, MBA from IBS Mumbai and a Certified Financial Planner (CFP).
He has two decades of experience in the banking and financial services industry with the likes of JP Morgan, ANZ and Shell. He has worked across geographies in USA, UK and India. He has a solid track record of strategic planning, budgeting and execution of finances for large multi national companies. He used to oversee 1.2 billion US dollars during his corporate stint.
Kaustuban Rajagopal
Co-founder & Strategic Advisor
Kaustuban is a commerce graduate and MBA from IBS Mumbai. He is serial entrepreneur with diversified business interests in the financial services and real estate.
In 2012, he joined a startup, set up the core business team and distribution network. He expanded it from one city to 441 cities across the globe with about 1000 distributors in a span of 6 years. The firm got ranked as one of the fastest growing fin-tech start-up by Financial Times in 2016. The total market value of projects funded being 1.3 billion US dollars i.e. roughly Rs.10,000 crores. He has worked across multiple geographies in UK, Middle East, Singapore and India. He has trained over 2000 financial advisors.
Kaustuban is also the Founder & CEO of Clutterfree Proptech Pvt. Ltd. which is a real estate advisory firm backed by marque investors.