MoneyPlanned

We are thrilled to announce that MoneyPlanned and its founders Sameer Shashank and Nikhila . have been featured in Forbes India prestigious #DGEMS list for 2023! 🏆🌍 This recognition is a seal of approval for companies that are poised to go global and shape the future with their approach to innovation. It is a testament to our vision of building for the future and creating world-class products for our customers. We are immensely grateful for this honour and would like to extend our sincere thanks to Forbes India D Globalist. for this recognition. A big shoutout to all our backers who have had faith in our vision from the get-go. 🙏 Nikhila . | Sameer Shashank | Inflection Point Ventures | Expert Dojo | Dot Capital | AngelList | Exitfund | Huddle | Sameer Khan, FCT | Pushkina Nautiyal | Madhavi Garimella, PMP, CSM, SaFe Agilist | Pavan Kumar Gattupalli | Ajay Prabhu, PhD | Sunil Kamath

The wait is over. The stage is set. MoneyPlanned goes global 🌎🔥 During the next three days, we take the stage to unveil our most powerful update yet: Moneyplanned AI Advisor 🚀 A game-changer that supercharges advisor productivity and builds a live, continuous engagement loop between advisor and client—like never before. Watch it unfold live at the greatest Fintech live demo event in the world🗽 Informa Finovate #FinovateFall2025 #Newyork Sameer Shashank | MoneyPlanned | Nikhila . | Informa | Finovate

This week's edition of Finovate Global showcases the eleven companies headquartered outside the US that will be demoing their latest fintech innovations live on stage at FinovateFall next week in New York! Featuring Aurem, Dimply, ebankIT, FintechOS, ID-Pal, Keyless, LemonadeLXP, MoneyPlanned, OPLinnovate, R34DY, and SEQURETEK! https://lnkd.in/g7M69xjc

Major milestone 🎉 MoneyPlanned has won the Finovate Scholarship—and we’re the only Indian company in this year’s cohort to make the cut🇮🇳. Next stop: FinovateFall, NYC🗽 FinovateFall is fintech’s most-watched stage : the gold standard for seeing what’s next in fintech ✨ We’re unveiling the most exciting, breakthrough version of MoneyPlanned by far—live on stage 🚀🔥 No sneak peeks. See it happen, live, in New York 🇺🇸🗽 If you’ll be at FinovateFall, we’d love to connect—DM me or Sameer Shashank #Finovate #FinovateFall #Fintech #IndiaToTheWorld #Startups #Newyork

✨ Scholarship winners: Championing financial inclusion, diversity and sustainability! As the world’s leading fintech demo event, Finovate has shown first-hand the power fintech has to drive change—and that includes social and environmental changes. Our Sustainability & Inclusion Scholarship Program spotlights underrepresented founders and startups tackling climate change, diversity and financial inclusion. Congratulations to MoneyPlanned, Warrant, Kaaj, Gentreo, Krida and Reset on winning this year’s FinovateFall scholarships 👏 Check out our scholarship opportunities and discover more about our winners 👉 http://spr.ly/6043fcJU3 #Finovate #DemoScholarships #SustainabilityInFintech #InclusionInFintech #WomenInFintech

First lineup of demoers confirmed for FinovateFall! FinovateFall returns to New York this September with a best-in-class demo lineup. Over 60 companies will have just 7 minutes to show why they're industry leaders and disruptors. And then you'll decide who takes home the coveted Best of Show award. Make sure you’re there to see it! Demoers confirmed so far include: Appli, Inc, Aurem, Boucoup, Charm Security, Chimney, Clarista Inc., CollaborationRoom.ai, DataSnipper, Dimply, Gentreo, ID-Pal, Jump - Advisor AI, Keyless, LexisNexis Risk Solutions, MoneyPlanned, Plinqit, S2M Pay, SEQURETEK, Spiral, Swaystack, TurmaFinTech, Veep Software, Winnow, WNSTN and Zeplyn. More to be announced soon! Make sure to register to attend by June 13 to save $1000! https://lnkd.in/ei5yG68Y Want to join the lineup of demos this year? Just contact Heather Stowell. #FinovateFall #Fintech #FinancialTechnology #BankingInnovation #FintechLeaders #NewYorkCity

🎢If your portfolio is a Netflix drama, Beta is the lead. Beta is your investment’s volatility score — relative to the market. It tells you how reactive your mutual fund or stock is when the market moves. • Beta = 1 → Moves with the market. No surprises — think Nifty 50 Index Fund. • Beta > 1 → Higher highs, deeper drops — the drama is real. Like high-risk stocks or Small Cap Funds. • Beta < 1 → More chill, less reactive — think Bonds or conservative funds. Understanding Beta means knowing your portfolio’s risk temperament. It’s not just how much it moves — it’s how much it moves compared to everything else. #beta #financeexplained #investingconcepts #portfolioreview #betadefinition

🚀What Is Alpha — and Why It Matters to Every Investor “I’m beating the market!” We’ve all heard that before. But how do you actually measure if your investment is outperforming? Enter Alpha — one of the most important yet misunderstood concepts in investing. Alpha is a measure of how much an investment outperforms (or underperforms) relative to the market. • If your portfolio grows 12% while the market grows 8%, your alpha is +4%. • If it grows only 5% while the market did 8%, your alpha is –3%. In simple terms, alpha tells you whether your returns came from skill — or just riding the market wave. It’s used by fund managers, analysts, and increasingly by individual investors to assess performance beyond just raw returns. And in today’s world of DIY investing, understanding alpha is more relevant than ever. So the next time someone says they’re “crushing the market” — ask them one thing: What’s your alpha? ⸻ #InvestingTips #PersonalFinance #AlphaExplained #FinancialLiteracy #StockMarketIndia #MoneyPlanned #LinkedInFinance