Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: MoneyPlanned makes high-quality financial planning accessible to everyone. Our patent-backed AI turns intention into action—budgeting, planning, investing, tracking, and protection—in one automated experience. Institutions and advisors use our plug-and-play infrastructure to deliver hyper-personalized, goal-based advice at scale. We’re live with 200,000+ users in India and piloting with U.S. partners, driving stronger engagement, lower financial anxiety, and faster time-to-investment.

How they describe their product/innovation: MoneyPlanned is the patented, end-to-end AI infrastructure for financial planning. Our platform automatically fetches financial data, builds complete goal-linked plans in minutes, and continuously adapts them with human-aligned reinforcement learning. Consumers get real-time guidance; advisors get a modular, API-ready Partner App for onboarding, eKYC, analytics, and white-label deployment. The result: frictionless planning, precision portfolio execution, and enterprise-grade scale-delivering faster, more dynamic financial plans.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions

Credit Union/Community Bank Fit: Community banks

Contacts:

Bus. Dev.: Sameer Shashank Gattupalli (Founder & CEO), [email protected], +91 9772218600
Press: Nikhila Putcha (Co-Founder, Director), [email protected], +91 9177466662