The best of plans can go wrong due to unforeseen events. myFinPeace assures guidance and commits to handhold your family to gain control of their rightful financial assets in the eventuality of an unfortunate occurrence that removes you from the scene.
In the eventuality of a sudden demise of our Client, we at myFinPeace ensure that their family is made aware of all the recorded assets and investments. We undertake the responsibility to appoint a dedicated Counsellor, to guide the family enabling them to follow the right processes and transfer all financial assets to the assigned inheritor.
Store important documents, investments & service provider records
your investments and assets reach right hands at the right time
peace for yourself, when you are there...
your investments and assets reach right hands at the right time
We are an energetic bunch of technology geeks and finance experts, passionate about providing the best platform to help you and your family in attaining financial peace
A veteran business builder in the Financial Services industry. His keen business acumen has helped build four successful businesses in his 19 year career with companies like Standard Chartered Securities (erstwhile UTI Securities), Axis Securities (erstwhile ENAM Securities), Edelweiss Financial Services, Way2Wealth, Lloyds Finance.
He believes in taking up challenging work and loves it when it is good for the society at large. He strongly believes that myFinPeace:
He brings with him extensive domain and business knowledge of Financial Services Industry in Wealth Management and Financial Planning. His 14 years of rich experience pans across organizations like Edelweiss Financial Services, Way2Wealth, Motilal Oswal and HSBC (erstwhile IL&FS Investsmart Ltd.) where he helped develop new businesses for these corporate giants. Sushant holds MBA from ICFAI. He loves to spend his free time with his family and has been a national level player in fencing.
Technology strategist with over sixteen years’ experience in designing, building and evolving world class enterprise solutions and the development of technology product and infrastructure solutions. Responsible for defining product roadmaps, architecture, technology and cloud infrastructure.
Chilled out, yet a focussed techie, with over eight years’ of experience in mobility; ranging from hands-on-coding to management to system architecting. His passion is to read, follow and learn new technological developments around the world. Responsible to manage end to end solution development.
Market Maker and business leader with extensive experience in leading global business units for engineering and IT business for over twenty five years. He has been heading businesses which are various industry verticals across product creation, product realization and after-market processes across Europe, US and APAC regions. His industry applications know-how in working with Fortune 500 companies comes in handy while 'Engineering Blue Oceans' with Disruptive point solutions. He is a co-founder of Indian Business Forum in Germany. This forum is backed by the Indian Consulate to promote bilateral business between India and Europe.
He is an avid Marathoner, an enthusiastic organizer of Tech community events and enjoys building transnational business with multi-functional teams. He aspires to incubate enterprises that address 21st Century Trends of Smart and Integrated Digital Services platform.
Partner – S Ramachandran & Co, Chartered Accountants, Mumbai (Head Office – Chennai)
FCA and qualified Information Systems Auditor.
He has more than 30 years of working experience in Mutual Fund and Financial Services industry.
Worked as Chief Investment Officer, Chief Operating Officer, Compliance Officer and Head of Internal Audit at UTI Asset Management Ltd.
Held the position of Managing Director of UTI Securities Ltd for a period of five years. He was instrumental in expanding the retail network across the country, establishing a commodities broking company and to have a joint venture in Bahrain.
Held the position of Executive Director in charge of Governance, Operations and Finance at IDBI Asset Management Ltd.
He has vast experience in Operations, Fund Accounting, Investments, Internal Audit, Compliance and Risk related functions. Actively managed Data Center setting up, Data Migration and major e-initiatives.
Represented as nominee director on the board of subsidiaries and assisted companies of Unit Trust of India.
Independent Director on the Board of ING Investment Management India PVT Ltd (Sep2013-May 2015)
A marketing strategy consultant with over 27 years of experience. Has led marcomm teams in a leading Financial Services company represented across financial asset classes such as Credit, Capital Markets, Life Insurance & Commodities for over 7 years and worked in leading Advertising Agencies like Lowe, McCann Erickson and Everest Integrated Communications, for nearly two decades on over a dozen leading global and domestic market leader brands.
256 Bit SSL(Secure Socket Layer) Encryption – myFinPeace uses 256 bit SSL encryption for information transmitted during any activity.
Mobile authentication based sign up - Digital Locker uses its inbuilt authorization mechanism for authenticating users and allowing access to the application using Mobile authentication based via OTP (one time password). This enhances the system security and aims to prevent any chance of unauthorized access.
Data redundancy - Data is backed up in secure environment with proper redundancy.
Timed log out – To protect citizen’s account from unauthorized access, our system is designed to terminate session automatically if extended inactivity is detected.
There are certain events in life that leave us feeling concerned, and push us to look for solutions. Like when we received a phone call, one early morning from client's wife, breaking the news that her husband had passed away, leaving her and two children behind. We had known our client to be a very family oriented person, who would talk about goals and dreams, and made investments wherever possible for his family's future. Yet, his wife had no clue about his investments, loans and other important documents, which put a sudden risk to her family's survival.
We decided to help her get all the financial assets transferred on her name, get the insurance claims and helped her sort out all financial matters.
A while later, a similar event occurred to our close family member and his family had to run around to get the financial paperwork done. It then occurred to one of the team members that this could be the story of every household since death is a reality of life, but no one knows their expiry date. Everyone loves their family but no one can ever prepare their loved one for their death. Is there a way in which we can help their families deal with the entire hassle of disorganized finances, unknown investments and cumbersome paperwork in the midst of an emotional trauma.
This gave birth to the idea of becoming India's 1st Beyond Life Service Provider who takes up the responsibility of making sure that you receive all the financial benefits, that your dear one has left behind for you.
Beyond Life service by myFinPeace helps you organize your documents, appoint a 'Deputy' to share what you own, (only if you wish to) and should something happen to you, we ensure that your documents reach the 'Deputy' in a simplified & sorted manner. The 'Deputy' gets complete guidance on getting ownership control of financial assets.
We wish you a happy and healthy life, but since life is uncertain, say a Perfect Goodbye to the people who matter the most..