Mr. Sanjeev Kumar Gopalakrishnan, an alumnus of ICFAI Business School, stands among the pioneers in India to have earned the prestigious CFP certification. With over 25 years of experience in the financial services industry, his expertise spans investment research, portfolio construction, financial modeling, financial planning, stock broking, and insurance broking. His career reflects a rare blend of technical acumen, strategic insight, and a deep commitment to elevating the standards of financial advisory in India and beyond.

Mr. Sanjeev has been instrumental in developing sophisticated financial planning software for both the US and Indian markets, bridging global best practices with local relevance. His hands-on involvement in building financial planning practices from the ground up has resulted in over 35,000 successfully managed financial plans — a testament to his precision, client-centric approach, and operational excellence.

As one of only two international affiliate members of NAPFA (National Association of Personal Financial Advisors), USA, from India, he continues to champion fiduciary standards and ethical advisory practices globally. His thought leadership is well recognized — he has authored numerous articles for leading newspapers and financial magazines, and penned a book on personal financial planning that has guided countless individuals in achieving financial independence.

Currently, as the Founder and Managing Director of Progno Financial Planning Systems (P) Ltd, Mr. Sanjeev leads the development of PrognoAdvisor, an award-winning, world-class financial planning platform. Under his vision, PrognoAdvisor has emerged as a trailblazer in integrating advanced analytics, behavioral finance, and user-centric design to empower advisors and investors alike. His mission remains rooted in democratizing access to quality financial advice, promoting financial literacy, and setting new benchmarks for transparency and innovation in the wealth management ecosystem.