"Are you in control of your finances or do your finances control you?" InvestmentYogi’s mission is to help you make smarter decisions about money. We will
provide you with the right tools and services to manage your personal finances. We will provide you with the latest data that you need to compare different financial products that are available to you. And best of all, we will put you in touch with the kind of unbiased advice that everybody is entitled to - the opinion of your peers. Our belief is that 'we' is smarter than 'me', and so we're building communities of people who are in similar walks of life. Whether you are young or old, a parent or a DINK (double income no kids), a retiree or a college student, we want you to become part of an InvestmentYogi community. Our motto is "learn, share and grow" because we want you to learn about financial planning and investing, share your experiences, and grow your wealth.
We are a small global team, with a passion for personal finance, building products that will benefit the community and products that we ourselves would love to use and benefit from in our daily lives.
Mamtha Banerjee, founder and CEO of InvestmentYogi, was previously the
Director of Technology at Travelocity and has over 14 years of experience
building high performance internet applications. Mamtha has an M.S. in Computer
Science from the University of Illinois, Chicago. She is an outdoor enthusiast
(enjoys hiking, camping and running) and was the co-founder of the Asha, Dallas
chapter.
Sanjay Joshi, founder and CTO of InvestmentYogi, has over 14 years
of experience in the design, development and delivery of large scale e-commerce
web sites. He was previously the VP of Engineering and member of E-team at ISD
Corp and also held technology leadership positions at Travelocity. Sanjay has a Master's degree in Computer Science from South Dakota
State University. Sanjay is an ace Table-Tennis (ping-pong) player, an avid
bungee jumper and a sports buff.
Ariadne Horstman, our in-house Financial Planner, has
completed her CFP (Certified Financial Planner) education requirement and is now
working towards obtaining CFP® certification while guiding InvestmentYogi's
clients through their financial planning process. She has over 20 years of
experience in the USA and Europe in marketing, technology and consulting, most
recently at IBM. She enjoys horse riding, playing squash, traveling and spending time with her
family.
Meet our experts: Lovaii
Navlakhi, Uday Dhoot and Shweta Jain, Certified Financial Planners from
International Money Matters.
Our advisors and friends have given us tremendous help and we continue to rely on their support. Read about our talented Mumbai-based Video Crew!
Phone: +91 40 40038113