Sumesh Sasidharan comes from a strong academic and professional background in finance and wealth management. He holds a Postgraduate qualification in Financial Management from the Indian Institute of Finance, New Delhi, and is a Certified Financial Planner (CFP®) professional certified by the Financial Planning Standards Board India (FPSB India), one of the world’s most respected credentials in personal financial planning. He also holds a Bachelor’s degree in Commerce from the University of Kerala.

Before founding Roopamoney Investment Services, Sumesh gained extensive experience with leading financial institutions, including Bajaj Capital, The Royal Bank of Scotland (RBS), and ING Vysya Bank. During his banking career, he advised individuals and families across diverse financial backgrounds, helping them build, protect, and manage their wealth through comprehensive financial planning.

His years in the banking and financial services industry gave him valuable insight into the limitations of conventional institutional wealth management. Driven by a vision to offer a more personalized, holistic, and client-centric approach, he established Roopamoney Investment Services.

Sumesh firmly believes that wealth management is not a one-time transaction but a continuous journey built on trust, knowledge, discipline, and long-term relationships. His philosophy is that sustainable wealth creation is achieved through unbiased advice, meticulous planning, and a deep understanding of each client’s unique financial aspirations.