NAVYA KARANTH BARKUR SREEDHAR
Bengaluru
Summary
Dynamic Senior Manager with a proven track record at International Money Matters Pvt Ltd, excelling in financial planning and client engagement. Expert in process improvement and team leadership, I drive impactful financial wellness programs and foster cross-functional collaboration, empowering clients to achieve their financial goals with confidence and clarity.
Overview
14
14
years of professional experience
Work History
Senior Manager - Financial Planning & Corporate Partnership
International Money Matters Pvt Ltd
Bengaluru
09.2020 - Current
- Lead the end-to-end financial planning function, ensuring high-quality, personalized plans tailored to clients’ life goals and financial priorities.
- Drive quality, consistency, and innovation across all plans through structured reviews, frameworks, and continuous process enhancements.
- Coach, mentor, and develop a high-performing team of financial planners to deliver insightful, actionable, and emotionally aligned plans.
- Collaborate closely with investment advisors to ensure a seamless client experience—from discovery to plan execution and ongoing reviews.
- Spearhead strategic initiatives to enhance planning efficiency, data analysis, client engagement, and delivery formats using tools and automation.
- Lead IMMPL’s Corporate Wellness Partnership Division designing and delivering impactful financial wellness programs across industries.
- Engage with HR leaders to align wellness offerings with organizational goals and employee needs—bridging financial literacy with actionable change.
- Represent the firm in webinars, workshops, and client events, making financial planning approachable, relevant, and empowering.
- Champion a planning philosophy that combines technical depth with emotional intelligence, helping clients make confident and informed decisions.
Manager
International Money Matters Pvt Ltd
Bengaluru
04.2014 - 09.2020
- Lead clients through a comprehensive discovery meeting using a client centered, holistic approach.
- Analyze the clients qualitative and quantitative information.
- Prepare customized financial plans based on information obtained directly from clients and the Investment Advisors.
- Present recommendations and solutions pertaining to the clients stated goals, needs and priorities.
- Conduct annual reviews, revise and update the financial plan as required.
Senior Associate Planner
International Money Matters Pvt Ltd
Bengaluru
04.2016 - 03.2019
- Created comprehensive financial plans for both domestic and cross-border clients, addressing investments, retirement, tax, insurance, and estate planning needs.
- Conducted annual reviews and portfolio check-ins, ensuring financial strategies remained aligned with clients’ evolving goals and life changes.
- Delivered training and knowledge sessions to upskill junior planners and ensure quality and consistency across planning outputs.
- Collaborated with advisors to interpret client goals and translate them into practical, personalized financial roadmaps.
- Led and co-hosted webinars and client education sessions, simplifying complex financial concepts and building trust through engagement.
- Contributed to planning process improvements by integrating tools, templates, and best practices for greater efficiency and impact.
Associate Financial Planner
International Money Matters Pvt Ltd
Bengaluru
04.2014 - 03.2016
- Supported the development of comprehensive financial plans for both domestic and NRI clients, focusing on cash flow analysis, investment allocation, tax planning, and goal tracking.
- Collaborated with senior planners and advisors to customize strategies aligned with client life stages, risk profiles, and aspirations.
- Conducted data gathering, analysis, and projection modelling using financial planning tools and Excel-based calculators.
- Assisted in reviewing client portfolios and preparing plan updates and annual reviews to track progress and refine recommendations.
- Actively participated in webinars and internal knowledge sessions, enhancing client education and team learning.
- Contributed to process documentation, checklists, and plan templates to improve efficiency and consistency in plan delivery.
Financial Planning Intern
International Money Matters Pvt Ltd
Bengaluru
10.2013 - 01.2014
Associate Bankruptcy
Ocwen Financial Solutions Pvt. Ltd. - APAC
Bangalore
07.2011 - 07.2012
Education
Certified Financial Transitionist -
Sudden Money Institute
01.2024
Certified Financial Planner - Financial Planning and Services
Financial Planning Standards Board
03.2016
PGDM - Finance and Financial Management Services
JAGSoM - Jagdish Sheth School of Management
01.2014
Bachelor of Commerce -
SBRR Mahajana First Grade College
06-2011
Skills
- Financial planning
- Client engagement
- Team leadership
- Process improvement
- Communication skills
- Presentation skills
- Partnership development
- Cross-functional collaboration
- Corporate communications
Accomplishments
- Increased client satisfaction through tailored financial plans.
- Enhanced corporate partnership Business, expanding company reach.
- Delivered 20+ educational events for HNW clients, enhancing financial literacy.
- Led a team of 6, improving efficiency in financial planning process.
Languages
English, Proficient
Timeline
Senior Manager - Financial Planning & Corporate Partnership
International Money Matters Pvt Ltd
09.2020 - Current
Senior Associate Planner
International Money Matters Pvt Ltd
04.2016 - 03.2019
Manager
International Money Matters Pvt Ltd
04.2014 - 09.2020
Associate Financial Planner
International Money Matters Pvt Ltd
04.2014 - 03.2016
Financial Planning Intern
International Money Matters Pvt Ltd
10.2013 - 01.2014
Associate Bankruptcy
Ocwen Financial Solutions Pvt. Ltd. - APAC
07.2011 - 07.2012
Certified Financial Transitionist -
Sudden Money Institute
Certified Financial Planner - Financial Planning and Services
Financial Planning Standards Board
PGDM - Finance and Financial Management Services
JAGSoM - Jagdish Sheth School of Management
Bachelor of Commerce -
SBRR Mahajana First Grade College
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