AeroLeads people directory · profile

Sameer Shashank Email & 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 at MoneyPlanned
Location: Bengaluru, Karnataka, India 8 work roles 3 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
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
Location
Bengaluru, Karnataka, India

Who is Sameer Shashank? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sameer Shashank is listed as 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 at MoneyPlanned, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Sameer Shashank.

Sameer Shashank previously worked as Founder & CEO at Moneyplanned and Forbes DGEMS Select 200 Companies with Global Business Potential at Forbes India. Sameer Shashank holds B.E ( Hons), Mechanical Engineering from Birla Institute Of Technology And Science, Pilani.

Company email context

Email format at MoneyPlanned

This section adds company-level context without repeating Sameer Shashank's masked contact details.

MoneyPlanned

Review company-level records connected to Sameer Shashank before choosing the right outreach path.

Profile bio

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

Listed skills include Microsoft Office, C, and Microsoft Excel.

Current workplace

Sameer Shashank's current company

Company context helps verify the profile and gives searchers a useful next step.

MoneyPlanned
Moneyplanned
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
AeroLeads page
8 roles

Sameer Shashank work experience

A career timeline built from the work history available for this profile.

Founder & Ceo

Current

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.

Jul 2021 - Present

Forbes Dgems Select 200 Companies With Global Business Potential

Current

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.

Oct 2023 - Present

Participant From India

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.

Jan 2023 - Jan 2023

Technology Consultant

  • 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.
  • 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.
Aug 2017 - Jun 2021

Management Trainee

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
Jun 2016 - Jul 2017

Intern ( Practice School - Ii )

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.
  • 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
Jul 2015 - Dec 2015

Intern ( Practice School - I )

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
May 2014 - Jul 2014

Tutor

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.

Jun 2013 - Jul 2014
3 education records

Sameer Shashank education

B.E ( Hons), Mechanical Engineering

Birla Institute Of Technology And Science, Pilani

Class Xii, Mathematics, Physics, Science, C, English

National Public School

Class X, Mathematics, Science, Social Studies, English, Sanskrit, Hindi

Vagdevi Vilas School
FAQ

Frequently asked questions about Sameer Shashank

Quick answers generated from the profile data available on this page.

What company does Sameer Shashank work for?

Sameer Shashank works for MoneyPlanned.

What is Sameer Shashank's role at MoneyPlanned?

Sameer Shashank is listed as 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 at MoneyPlanned.

Where is Sameer Shashank based?

Sameer Shashank is based in Bengaluru, Karnataka, India while working with MoneyPlanned.

What companies has Sameer Shashank worked for?

Sameer Shashank has worked for Moneyplanned, Forbes India, World Economic Forum, Various Startups, and Reliance Industries Limited.

How can I contact Sameer Shashank?

You can use AeroLeads to view verified contact signals for Sameer Shashank at MoneyPlanned, including work email, phone, and LinkedIn data when available.

What schools did Sameer Shashank attend?

Sameer Shashank holds B.E ( Hons), Mechanical Engineering from Birla Institute Of Technology And Science, Pilani.

What skills is Sameer Shashank known for?

Sameer Shashank is listed with skills including Microsoft Office, C, and Microsoft Excel.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.