Financial strength of a nation lies in the financial wellbeing of its people. We aspire to lift our nation’s economy by empowering its citizens.
Sanjeev Kumar



Sanjeev Kumar G, an IBS Alumni, is a Certified Financial Planner (CFP) from India, since 2005. He has 22 years of experience and is an expert in various areas of personal finance like portfolio construction, investment research, life insurance and financial planning. Sanjeev Kumar's financial planning process integrates goal planning into cash flow planning. His clinical approach helps clients to identify their financial issues and set up plans to resolve them.

Apart from writing in the finance columns of leading newspapers and magazines, Sanjeev has also penned a book named 'Dhanikanakan Oru Margarekha' (Guide to become rich), the first book in Malayalam on Financial Planning. His research article “A framework for Debt Management” was published in Financial Planning Journal, May 2010 issue.

Sanjeev Kumar is an ardent proponent and a pioneer in FEE ONLY FINANCIAL PLANNING and is an International Affiliate member of the National Association of Personal Financial Advisors (NAPFA), USA and a member of the Financial Planners Association (FPA).




Sudhir Venugopal, a Mechanical Engineer and a qualified Management professional, is a seasoned entrepreneur. He has over 20 years of experience in the Management role and has worked closely with experts in various domains.

He has been instrumental in creating a structured and focused approach to various businesses ranging from Automotive, Building materials, Telematics Solutions, Document Management Solutions, Management Consulting and now Financial Planning.

He is a strong believer in the power of technology and understands the importance of people driven growth in organizations. He is a hands-on person who works to create synergies among people and progressively brings innovations to the business with tomorrow in mind.




A post graduate in Management, SR Nair is a serial entrepreneur, author, adjunct professor and a mentor. He has an experience of 33 years in the Information Technology and his core competencies lie in Technology, Marketing & Entrepreneurship. He has set up 4 companies in IT, co-founded TiE Kerala and has chaired Kerala Management Association twice. For two years he had chaired Indian Society of Training & development (ISTD), Kochi chapter where he is a National Council member now.

SR Nair is a visiting faculty of Indian Institute of Management, Kozhikode (IIMK). He is a known public speaker who provides counsel to several governmental, educational and non-governmental organizations and individuals in areas such as management, entrepreneurship, marketing and technology. A well-known career counselor, he continuously lectures in Schools and colleges on the same.

Being a popular name in Kerala’s professional and social circles, SR Nair writes columns in many leading dailies & periodicals on Management, Technology & Life in General. His book in Malayalam titled “Shubha Yatra” is being brought out by Mathrubhuimi Books. He is regularly featured on TV channels on management and entrepreneurship.

Prasanth Sasi

Prasanth Sasi


Formerly with Goldman Sachs, he tapped his interest in marketing and brand management and branched out to spearhead successful businesses across platforms in Kerala and Bangalore.

Prasanth has collectively 18 years of experience and has expertise in setting up efficient sales teams and putting startups on the map. Having worked with many companies since their inception, he has an unmatched understanding of the field and is currently working in the area of financial wellbeing. He believes that transparency, awareness and taking responsibility are imminent keys to success.

With experiential understanding of both B2B and B2C marketing, he has trained and managed marketing and support teams, providing tools for successful sales growth. Prasanth holds a bachelor’s degree in Mechanical Engineering from Madras University.