Sameer Shashank

Sameer Shashank Email and Phone Number

Building AI-powered wealth management for the top 1% • CEO @ Moneyplanned • Forbes India DGEMS • LinkedIn Top Fintech Voice • BITS Pilani • Patentee for AI in Fintech • Product Leader @ MoneyPlanned
Sameer Shashank's Location
Bengaluru, Karnataka, India, India
About Sameer Shashank

As the Founder & CEO of MoneyPlanned, I am on a quest to radically simplify the financial lives of 300+ Million urban earning individuals. MoneyPlanned is an AI-based personal financial planning and investing app that makes wealth management easy, intuitive and actionable. I am passionate about building great products and strategising innovative digital experiences that make people's lives easier. Being a Certified Financial Planner (FPSB Board, USA), a Certified Product Manager as well as an avid coder - I understand the worlds of finance, product & technology alike; which enables me to innovate at their confluence. I graduated from BITS Pilani, Pilani Campus in Mechanical engineering in 2016. Before co-founding MoneyPlanned, I worked at Reliance Industries, Tata Motors, and other prestigious companies. I write about tech, startups and innovation. If you have anything interesting to discuss, reach out to me at sameer@moneyplanned.com

Sameer Shashank's Current Company Details
MoneyPlanned

Moneyplanned

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Building AI-powered wealth management for the top 1% • CEO @ Moneyplanned • Forbes India DGEMS • LinkedIn Top Fintech Voice • BITS Pilani • Patentee for AI in Fintech • Product Leader
Sameer Shashank Work Experience Details
  • Moneyplanned
    Founder & Ceo
    Moneyplanned Jul 2021 - Present
    Bangalore, Karnataka, In
    MoneyPlanned simplifies financial goals through a personalized and effortless planning experience. We are building a disruptive technology for automating financial goal planning for more than 700 Million earning Indians.
  • Forbes India
    Forbes Dgems Select 200 Companies With Global Business Potential
    Forbes India Oct 2023 - Present
    Mumbai, Maharashtra, In
    Forbes India DGEMS is a pan-India summit recognising innovative founders and companies with global business potential. Moneyplanned was part of the Select 200 companies that have made the cut among lakhs of applicants globally. The founders of Moneyplanned, Nikhila and Sameer were recognised by Forbes India DGEMS as “eXtrepreneurs” - entrepreneurs capable of borderless expansion as a testament to the innovation potential and growth calibre demonstrated. The shortlisting of the 200 companies and founders was made by Forbes India & D Globalist after vetting on various parameters including their growth in the domestic market, unique business proposition, fundraising and ownership of intellectual property rights. These considerations ensure that the founders have proven themselves in their native markets and they have a suitable market fit outside of their home country. https://www.forbesindia.com/ms/dgems-forbes/
  • World Economic Forum
    Participant From India
    World Economic Forum Jan 2023 - Jan 2023
    Cologny, Geneva, Ch
    Honored to represent the startup community from India as a participant at the World Economic Forum. Received an exclusive invitation to a series of high-profile events alongside European ministers, pioneers from the AI and Blockchain startup ecosystems, esteemed state ministers from India, and thought leaders from publications like Financial Times, among others. I was also invited to the PwC Annual CEO Conference which further enriched my experience, allowing me to delve into strategic discussions on leadership and innovation with global business leaders. This platform allowed me to contribute to pivotal discussions on global economic trends, technology's impact on society, and the future of innovation, while also absorbing invaluable perspectives from world-renowned experts and policymakers. These experiences didn't just broaden my horizons—they allowed me to contribute to conversations that are shaping our tomorrow.
  • Various Startups
    Technology Consultant
    Various Startups Aug 2017 - Jun 2021
    This was a stint defined by a strong will to explore and dive into the breadth of problems in the tech ecosystem of both business-facing and consumer-facing companies. During this time, I cultivated a toolkit of tech and product know-how, growing alongside the startups, independent entrepreneurs and small businesses I partnered with, learning the intricacies of their respective industries and how tech can enable them.• Orchestrated and built the end-to-end web and app development projects, delivering over 50 tailored solutions that became digital cornerstones for client businesses.• Built automation systems to set up streamlined, efficient processes across functions and verticals that improved client productivity by 100%, cutting operational time in half for all my clients.• Revamped the UX/UI for 10 clients, enhancing user satisfaction and interaction by 5X across multiple platforms.• Navigated the nuances of product leadership, from concept to go-to-market, ensuring each step was documented with clarity and precision while ensuring that a range of global stakeholders were aligned to a singular vision for enhancing customer experience. During these transformative years, my role transcended traditional consulting; it was a partnership in progress, learning, and growth. It was about building bridges between tech and people, and understanding that at the end of every application, automation, or interface, there's a human experience we're enhancing.
  • Reliance Industries Limited
    Management Trainee
    Reliance Industries Limited Jun 2016 - Jul 2017
    Navi Mumbai, Maharashtra, In
    As a Trainee in the Steam Turbine Maintenance department of the captive power plant • Learned about cycle design in relation to operational, process and equipment requirements • Observed maintenance and servicing of various equipment such as pumps, fans, bearings and boiler in the Coal-fired Captive Power Plant. • Supervised maintenance activities as part of job training • Witnessed startup and shut down procedures of the steam turbine generator, boiler, and auxiliaries along with condition monitoring of critical parameters • Attended classroom, web-based and field training sessions to learn about equipment selection, performance, and maintenance • Learned about equipment parts, design variations, along with their applications and functions
  • Tata Motors
    Intern ( Practice School - Ii )
    Tata Motors Jul 2015 - Dec 2015
    Pune, Maharashtra, In
    • Measured Work Content of 25 casting models including 180 core models in Gray Iron and Aluminum Foundry using Tata Motors Work Standard(TMWS) and developed mechanism to calculate WorkForce requirement for these areas to optimize the usage of manpower • Approximated work content for a few new models and models whose process could not be observed on the shopfloor • Documented model-wise man-power constraints and usage for each activity and step, allowing for manpower planning, contract activities planning and optimal deployment
  • Hmt Limited
    Intern ( Practice School - I )
    Hmt Limited May 2014 - Jul 2014
    Bengaluru, Karnataka, In
    • Designed on Solid works an automation mechanism for integration of 2 centreless grinding machines on an unused manufacturing line • Reduced cost of mechanism by using unused company resources like hydraulic elevators • Prepared the Bill of Materials, Estimated the cost of installation-25,000 INR and projected savings of 40,000 INR in the annual manpower
  • Chegg Inc.
    Tutor
    Chegg Inc. Jun 2013 - Jul 2014
    Santa Clara, Ca, Us
    During my leisure hours in undergrad, I taught several subjects such as IIT Preparation, Psychology, Biology, Mathematics, Quantum Physics, Supply Chain Management, etc to more than 50 students who gave a positive review.

Sameer Shashank Skills

Microsoft Office C Microsoft Excel

Sameer Shashank Education Details

  • Birla Institute Of Technology And Science, Pilani
    Birla Institute Of Technology And Science, Pilani
    Mechanical Engineering
  • National Public School
    National Public School
    English
  • Vagdevi Vilas School
    Vagdevi Vilas School
    Hindi

Frequently Asked Questions about Sameer Shashank

What company does Sameer Shashank work for?

Sameer Shashank works for Moneyplanned

What is Sameer Shashank's role at the current company?

Sameer Shashank's current role is Building AI-powered wealth management for the top 1% • CEO @ Moneyplanned • Forbes India DGEMS • LinkedIn Top Fintech Voice • BITS Pilani • Patentee for AI in Fintech • Product Leader.

What schools did Sameer Shashank attend?

Sameer Shashank attended Birla Institute Of Technology And Science, Pilani, National Public School, Vagdevi Vilas School.

What skills is Sameer Shashank known for?

Sameer Shashank has skills like Microsoft Office, C, Microsoft Excel.

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