Picture this a teenager, armed with nothing but a curiosity for numbers and a knack for solving problems, quietly saving his internship stipends, not for indulgences, but to experiment with the stock market. Fast forward a decade, and that same teenager is now a 30 Under 30 award-winning entrepreneur, revolutionizing the fintech landscape with artificial intelligence. Meet Sameer Shashank Gattupalli, the visionary behind Moneyplanned, a platform that takes the guesswork out of financial planning and puts the power of AI-driven wealth management in the hands of everyday investors.
Born into a household of engineers, Sameer’s journey was set in motion long before he realized it. His mother, a trailblazer in neural networks during the 1990s, unknowingly planted the seeds of his passion for technology. From excelling in science competitions to dominating the athletics field, Sameer wasn’t just another bright student he was a force of nature. His academic prowess earned him a place at the prestigious BITS Pilani, where his fascination with startups took root. While most students worried about semester grades, Sameer was busy channelling his engineering project funds into investments, unknowingly scripting the prologue to his fintech revolution.
Like all great disruptors, Sameer’s eureka moment arrived when he encountered a problem so glaring that he couldn’t ignore it. Working at TATA and Reliance, he realized that existing financial planning tools were either clunky or incomplete. They either focused on fragmented investment products or offered basic calculators neither of which provided a holistic, goal-oriented approach. Where others saw an inconvenience, Sameer saw an opportunity. He immersed himself in financial planning, earning a Certified Financial Planner (CFP) credential to complement his tech expertise. But he didn’t stop there. If financial planning was broken, he was going to fix it with AI.
In 2021, he patented Moneyplanned’s groundbreaking technology, a move that would set the fintech world abuzz. By 2022, the Indian Patents Office had approved it, validating the sheer brilliance of his invention. The platform’s neural networks and machine learning algorithms could generate a hyper-personalized financial plan in under a minute an industry first. No more guesswork, no more one-size-fits-all solutions. Moneyplanned offered real-time insights, mapped investments, projected growth, and provided users with a clear roadmap to achieving their financial goals.
Investors took notice. Global heavyweights like Tenity (Zurich), Expert Dojo (California), Inflection Point Ventures (Delhi), and AngelList (Seattle) lined up to back his vision. What started as an ambitious idea quickly transformed into a cross-border fintech powerhouse, expanding into India, Switzerland, Singapore, and the United States. Financial institutions saw the potential, leveraging Moneyplanned to elevate customer engagement, optimize cross-selling, and enhance financial literacy through AI-powered recommendations.
As the accolades poured in, Sameer’s impact became impossible to ignore. Forbes, Entrepreneur, Livemint, and YourStory chronicled his rise, celebrating him as a fintech innovator with a razor-sharp vision. Recognized among the Select 200 Founders with global business potential, he was awarded the prestigious “Entrepreneur with Outstanding Vision” by Observe Now Media in collaboration with Google Cloud. His company was lauded at Stanford Seed (Stanford Graduate School of Business) and even secured second place at the Wix Indesign global contest for its prototype. But perhaps the crown jewel of his achievements came when Business Mint honoured him with the coveted 30 Under 30 award in the category of AI in Fintech an acknowledgement of his disruptive genius.
Sameer’s influence isn’t confined to fintech circles alone. His insights have echoed in the halls of the World Economic Forum in Davos, where he continues to champion AI-driven financial inclusivity. But for him, this is just the beginning. He envisions Moneyplanned evolving into the world’s go-to financial companion, democratizing high-level wealth management for millions. By forging strategic alliances with leading financial institutions and refining AI-driven personalization, he aims to make financial planning as intuitive as streaming your favourite playlist.
In a world where financial uncertainty looms large, Sameer Shashank Gattupalli is scripting a different story one where AI doesn’t just automate investments but empowers individuals to take charge of their financial destiny. The fintech revolution isn’t coming. It’s already here. And at its helm stands a young entrepreneur who refused to accept the status quo. After all, changing the game isn’t about waiting for the right moment it’s about creating it.
