About MoneyPlanned
MoneyPlanned is a Technology company based in Bengaluru (India) founded in 2017 by Nikhila Sastry and Sameer Shashank. MoneyPlanned has raised $374.01 thousand across 3 funding rounds from investors including IP Ventures, Expert DOJO and Sameer Khan. MoneyPlanned was last valued at $2.98 million in April 2022. Its chief executive, as recorded, is Sameer Shashank. Its Indian entity Gss Prosper Springs Private Limited reported revenue of ₹2 Lakh. MoneyPlanned offers products and services including Investment App, SIP Calculator, and Lumpsum Calculator. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include EasyPlan, SaveSage and Mintzip; 3 of its 3 listed competitors have raised funding.
Company details
AI-driven financial planning platform for individuals. It features personalized financial planning, investments and automated tracking. The app is available on both Android and iOS devices. It offers tools for portfolio creation, optimization, and tracking, aiming to simplify the investment process. The platform utilizes algorithms to adjust portfolios based on defined investment strategies.
- Headquarters Bengaluru, India
- Founders Nikhila Sastry, Sameer Shashank
- Stage Minicorn
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website moneyplanned.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Gss Prosper Springs Private Limited
- Date of Incorporation 15 Nov, 2017
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹2 Lakh
FY 2024 · -94% YoY
- Net Loss-₹40.4 Lakh
FY 2024 · -1982% margin
- EBITDA-₹38 Lakh
FY 2024 · -1863% margin
- Total Equity Funding$374.01K (USD)
in 3 rounds
- Latest Funding Round$313.39K (USD), Seed
Apr 2022
- InvestorsIP Ventures
& 51 more
Associated legal entities of MoneyPlanned
MoneyPlanned operates through Gss Prosper Springs Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Gss Prosper Springs Private Limited CIN U74999KA2017PTC107903 | Active | 15 Nov 2017 | Bangalore, Karnataka | ₹0.0 Cr | 3 | View details |
Products & Services of MoneyPlanned
MoneyPlanned offers a comprehensive portfolio of products and services, including Investment App, SIP Calculator, and Lumpsum Calculator.
App for building and managing mutual fund portfolios.
Tool to calculate systematic investment plan returns.
Calculator for estimating lumpsum investment growth.
Apps and channels of MoneyPlanned
its YouTube channel MoneyPlanned : Financial Goal Planning has 108 subscribers and 3 videos.
Videos from MoneyPlanned
The most watched videos on MoneyPlanned's YouTube channel, MoneyPlanned : Financial Goal Planning (108 subscribers). Click a video to play it here.
Funding Insights of MoneyPlanned
MoneyPlanned has successfully raised a total of $374.01K across 3 strategic funding rounds. The most recent funding activity was a Seed round of $313.39 thousand completed in April 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $374,007
- Total Rounds 3
- Last Round Seed — $313,385
- First Round $15,339
(Jan 2020)
- Investors Count 52
All 3 funding rounds of MoneyPlanned with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2022 | $313,385 | Seed | $2.98M | Inflection Point Ventures, Blue Boy Consulting | |
| Nov 2021 | $45,283 | Seed | $2.29M | Sameer Khan | |
| Jan 2020 | $15,339 | Angel Round | $••••• | – |
| Date | Valuation | Stage |
|---|---|---|
| Apr 2022 | $2.98M | •••••••• |
| Nov 2021 | $2.29M | •••••••• |
| Jan 2020 | $••••• | •••••••• |
Full valuation and stage history of MoneyPlanned
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
- All valuation points
- Stage changes
- Dates
- Exports
Verified entity values are shown only after access is granted.
Last known valuation $2.98M (Apr 2022). 52 investors in total: 9 institutional and 43 angel.
Investors in MoneyPlanned
MoneyPlanned has secured backing from 52 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include IP Ventures, Expert DOJO and Sameer Khan.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments are made in early-stage tech startups across sectors. | ipventures.in | Gurugram, India | ||
Influencer marketing, branding, and communication services are provided. | expertdojo.com | Santa Monica, United States | ||
Venture capital investment in tech-startups | Gurugram, India | |||
Venture capital firm focused on multiple sectors | Bengaluru, India | |||
| exitfunds.com | ||||
| exitfund.com | ||||
New cars are compared and booked via an online platform. | torquex.com | Coimbatore, India | ||
Strategic and management consulting services are provided to businesses. | Bengaluru, India | |||
SK Sameer Khan | Indian angel investor focusing on early-stage tech startups. | unknown_30fa8716480545d8a |
Investor details for MoneyPlanned
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Gss Prosper Springs Private Limited (MoneyPlanned)
Gss Prosper Springs Private Limited is the primary company behind MoneyPlanned. The board of Gss Prosper Springs Private Limited currently have 3 directors; the longest-serving is Madhavi Garimella, appointed in 2017.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Madhavi Garimella DIN 07965131 | Director | 15 Nov 2017 | 8 yrs 11 mo | Gss Prosper Springs Private Limited |
| Sameer Shashank Gattupalli DIN 07965129 | Director | 15 Nov 2017 | 8 yrs 11 mo | Gss Prosper Springs Private Limited |
| Nikhila Putcha DIN 08201963 | Director | 17 Aug 2018 | 8 yrs 2 mo | Gss Prosper Springs Private Limited |
People of MoneyPlanned
2 people are tracked at MoneyPlanned (2 in leadership).
| Name | Role | Group |
|---|---|---|
Nikhila Sastry | Co-Founder | Leadership |
| Co-Founder & CEO | Leadership |
Complete people profiles for MoneyPlanned
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of MoneyPlanned
Figures of Gss Prosper Springs Private Limited, the primary company behind MoneyPlanned, for FY 2024. Revenue was ₹2 Lakh (-94% year on year). Net loss was -₹40.4 Lakh (-1982% margin). EBITDA was -₹38 Lakh (-1863% margin). Revenue has grown at a compounded annual rate of -6% over three years and +182% over five years.
- ₹2 LakhRevenue · FY 2024 · -94% YoY
- -₹40.4 LakhNet loss · -1982% margin
- -₹38 LakhEBITDA · -1863% margin
- ₹1.2 LakhPaid-up capital
- -6%Revenue CAGR, 3 years
- +182%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Gss Prosper Springs Private Limited are on its company page.
Detailed financial statements for MoneyPlanned
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of MoneyPlanned
4 dated milestones of MoneyPlanned across 5 years, from founding to its latest funding, stage changes and deals.
- Founded MoneyPlanned is founded.
- Funding First funding round of $15K.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Seed, of $313K.
Competitors of MoneyPlanned
MoneyPlanned has 3 listed competitors in our database, 3 of them funded. They include EasyPlan, SaveSage and Mintzip.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| easyplan.in | 2017 | Mumbai, India | $225,410 | Expense tracking, savings and investment platform | ||
| savesage.club | 2024 | Gurugram, India | $1.28M | Platform that offers strategies for saving money along with credit card rewards and loyalty programs | ||
| mintzip.com | 2017 | Delhi, India | $253,817 | Savings and money management platform |
Detailed competitors of MoneyPlanned
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of MoneyPlanned
The website of MoneyPlanned (moneyplanned.com) receives about 6.2K visits a month.
- Monthly visits6.2K
▲ 321.1% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as MoneyPlanned (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Moneyplanned
Complete news archive for MoneyPlanned
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about MoneyPlanned
MoneyPlanned was founded in 2017 and raised its 1st funding round 3 years after it was founded.
MoneyPlanned is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Sameer Shashank is the CEO of MoneyPlanned, as recorded in our data. They have also founded this company.
MoneyPlanned is a funded company, having raised a total of $374.01K across 3 funding rounds to date. The company's 1st funding round was a Angel Round of $15.34K, raised on Jan 2020.
The primary company behind MoneyPlanned, Gss Prosper Springs Private Limited, reported revenue of ₹2 Lakh for FY 2024, down 94% year on year.
AI-driven financial planning platform for individuals. It features personalized financial planning, investments and automated tracking. The app is available on both Android and iOS devices. It offers tools for portfolio creation, optimization, and tracking, aiming to simplify the investment process. The platform utilizes algorithms to adjust portfolios based on defined investment strategies.
MoneyPlanned offers Investment App, SIP Calculator, and Lumpsum Calculator.
MoneyPlanned has 52 investors. Key investors include IP Ventures, Expert DOJO, Sameer Khan, Joseph Saviano, and Firstport Capital.
The valuation of MoneyPlanned is $2.98M as of Apr 2022.
MoneyPlanned operates through Gss Prosper Springs Private Limited.
The legal entities of MoneyPlanned currently have 3 directors, including Nikhila Putcha, Madhavi Garimella, Sameer Shashank Gattupalli.