Welcome

When you join the Fintrans family of clients, our team will offer you with independent, objective, competent, ethical, personalized and practical advice to manage personal finance wisely.

Our services be it comprehensive financial planning or wealth management is unique and personalized. Through Us, You gain the power and knowledge to make informed Decisions and achieve your Goals.

We are a SEBI registered Investment Advisor providing Financial Planning Services to individuals. We are amongst the first companies offering one stop shop solution to Personal finance matters for our clients.

In today’s fast paced life, we believe sound Financial Planning is the key towards sense of freedom from financial worries. Financial planning has become increasingly important to help an individual to grow into various roles he/she play’s in their life.

Our clients are corporate salaried employees, self employed individuals, Professionals and NRI’s located across the globe.

Management

Shrivathsala

Management

Ms. Srivathsala K.N.

Srivathsala is an Entrepreneur, Strategic Business Advisor, Financial Planner, Active Angel Investor, Startup expert and a Mentor. She is the founder of Four organisations.She has experience in all aspects of business formation, operation, finance, and management. Effective communicator and motivator who identifies and leverages assets in teammates to reach organisational goals. Relentless optimist who believes there is no failure, only feedback. She has strong command of business and management principles as they pertain to development, resource allocation, production methods, and leading others.

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Ms. Srivathsala K.N.

Avid learner committed to staying on top of the best current and emerging business practices, Attentive listener who is willing to incorporate the opinions of valued team members into policy and planning. Fintrans Investment Advisors Private Limited: A SEBI registered strategic Financial advisor with more than decade of experience in the industry. An Expert in understanding of asset allocation strategies, investment techniques, market analysis, and diverse portfolio management. Focus on building relationships with clients with an unending passion and drive for reaching Personal financial goals. An architect in financial planning, Srivathsala guides professionals and Business owners from all walks of life on managing their Personal Finance. She stands out among the rest as her firm is one amongst few organizations offering unique solutions like philanthropic advisory services, financial planning for parents with special children and Sharia-based investments. As part of her endeavour to make everyone financially wise, she has published more than 100 newsletters and e-books, addressed a cross-section of investors from the corporate sector to banking industry and pensioners. Wintrans Consultancy Private Limited: A Strategic Business Consultancy and a Start up advisory firm. It focuses on critical issues for the growth and sustainability of companies and on strategy, marketing, operations, technology, digital transformation, corporate finance and funding across all industries. She works closely with startup ecosystems in India. She has personally mentored more than 100 startups, has conducted multiple startup workshops. Srivathsala serves as strategic advisor for startups across multiple industry domains. She is also making an effort to create an ecosystem to guide enterprising women to script their own success stories by offering them resources as well as the wherewithal on how to cope with regulations and overcome challenges in the market. Eleasee Private Limited which aims to provide electric vehicle leasing and fleet management service to its customers. It has a vision to develop innovative, sustainable and cost-efficient mobility solutions to its’ customers according to their continuously changing needs. Vandyam Prasada Foods Private Limited, It is a social enterprise which delivers Sattvik food offered to Lord Sri Krishna every day to Senior citizens and other believers in Sattvik food in Bangalore at their door step. Vandyam has served more than 5000+ households in Bangalore South. Independent Director, In addition to these, she holds the position of Independent Director at Sobha Ltd. a leading Real Estate company and PDL, a subsidiary of United Sprits Limited. She is mentor at Prahlad Kakkar’s Institute of Branding and Entrepreneurship, IIT Bombay and Kharagpur, she has been interacting with students and entrepreneurs at various levels on financial planning and Entrepreneurship. She has conducted various Training and Awareness Programs on Entrepreneurship and Financial Literacy for corporates, public and Students. She is a noted speaker on the topic of Financial Planning and Entrepreneurship in reputed forums such as Times Foundation, The Christ University and many IT companies. She is a Certified Financial Planner and an Accounting Technician from Institute of Chartered Accountant of India, besides holding a Master’s Degree in Commerce from the Bangalore University.

Our Team

Hemamalini, CFPCM

Hemamalini is Head of Financial Planning and Investment Advisory Division of Fintrans. She has over 15 years of experience in the financial services industry. She has a comprehensive knowledge of topics related to financial planning, including retirement planning, tax planning, risk management, and legacy planning. She has a deep understanding of the securities industry, including the insurance domain.

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Hemamalini, CFPCM

She is a Certified Financial Planner from Financial Planners Standard Board India and Charted Wealth Manager from American Academy Of Financial Management. She believes in providing prudent solutions to the client queries within timelines with accuracy.Prior to joining Fintrans, she has worked with IIFL as a Relationship Manager and Financial Advisor at Sinhasi Consultants Pvt Ltd.

Gurudatt Bakale, CFPCM

Gurudatt Bakale, CFPCM is a Financial Advisor handling the Financial Planning functions. He has over 4 years of work experience in various domains of Financial Service industry. He is an M.B.A Finance graduate and CERTIFIED FINANCIAL PLANNER CM from FPSB India.

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Gurudatt Bakale, CFPCM

Gurudatt’s commitment is to deliver individualized, fully integrated financial solutions that help solve client’s needs. He keeps interest in research & analysis of various financial products. Prior joining to Spearhead FinServe, Gurudatt Bakale has worked with prominent organization like Northern Trust Co and Birla Sunlife Pvt Ltd.

Naveen D G

Naveen leads the implementation division of Financial Planning. He has a Bachelors's Degree in Commerce with over 7 years of experience in the Financial Services Domain.

Rakesh Suryan

Rakesh is an enthusiastic member of the implementation team. He has a Bachelors's Degree in Commerce with over 2 years of experience.

Advisory Board

Karthik
Karthik Srinivasan

Karthik is an infocomm technology sector expert having worked in several Multi-National Corporations inclulding, Palm Inc., as its Asia Pacific Managing Director and Hewlett Packard as its Vice Priseident for Customer Services covering Asia Pacific and Japan region.

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Karthik Srinivasan

Karthik has over 25 years of executive level experience and extensive regional business knowledge across Asia Pacific & Japan with strong capabilities around financial strategies, customer service operations and business development. Well versed in process improvement having handled multiple merger-acquisitions as well as several internal realignment exercises. Karthik is a qualified Chartered Accountant from India and is currently based in Singapore for the past 16+ years and is currently the Managing Director of Spearhead Global Services Pte Ltd., Singapore. Additionally he is extending strategic advice to India based corporations in their strategic regional expansion initiatives.

Sin Huay

Sin Huay is a communications and corporate social responsibility senior specialist with over 14 years’ experience in the high technology and business-to-business sectors.

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Sin Huay

Most recently as Head of Corporate Social Responsibility (CSR) for SAP Asia Pacific-Japan (APJ), Sin Huay re-aligned and re-instituted the company's regional CSR program to position the technology MNC in APJ as an innovative industry collaborator towards solving social issues, while balancing diverse corporate agendas and invariably conflicting needs. Sin Huay cut her teeth in the communications field, and has played both in-house and agency roles for corporate companies, including Adobe, Infineon, Microsoft, SAP and Veritas Software (now Symantec). She had provided support and guidance across various functions from analyst and media relations, to employee communications and engagement for both peer functions and senior leadership. Sin Huay is interested to continue aiding critical social issues, in both corporate and community contexts, and seeks opportunities to discuss mutually-beneficial collaborations toward that end.