Who is Sanjeev Kumar?

Sanjeev Kumar is the founder of PrognoAdvisor , a financial advisory platform dedicated to offering personalised investment solutions.

What is PrognoAdvisor?

PrognoAdvisor is a fintech platform providing comprehensive financial planning, portfolio management, and investment advisory services.

When was PrognoAdvisor founded?

PrognoAdvisor was founded in 2016 by Sanjeev Kumar with the aim of simplifying financial planning for retail investors and professionals.

What role does Sanjeev Kumar play at PrognoAdvisor?

As the founder , Sanjeev Kumar oversees the platform’s vision, operations, and growth strategy.

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Sanjeev Kumar

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Birth & Early Life

Sanjeev Kumar G is the founder of prognoadvisor.com and a prominent financial Planner advocating for fee-only financial planning.
With over 22 years of experience in finance, Sanjeev Kumar has expertise in capital markets, investment research, personal financial planning, financial modeling, insurance, and financial software development.
His financial planning approach extends beyond goal setting, focusing on identifying and resolving clients' financial issues.
Sanjeev Kumar is socially conscious, providing advice to individuals facing significant financial challenges without charging any fees.
He is renowned for his column "Happy Life" in the Malayala Manorama Sampadyam magazine, the leading personal finance magazine in Malayalam.
Sanjeev Kumar has authored the first financial planning book in Malayalam, titled "Dhanikanaakaan Oru Margarekha" (Guide to Become Rich), and has written numerous articles in various magazines.
His research article "A Framework for Debt Management" was published in the May 2010 issue of the Financial Planning Journal.
Sanjeev Kumar G is an alumnus of the 1998 batch of ICFAI Business School, Chennai.
Sanjeev Kumar's net worth is around Rs 880.1 crore.

Physical Status

Male

Education

Institution	Degree	Field of Study	Duration
FPSB, India	CFP	Financial Planning	2004 - 2005
IBS Hyderabad	PGDBA	Finance, Marketing	1996 - 1998
University of Kerala	BSc	Physics	1985 - 1988
Mahatma Gandhi (M.G.) College, Thiruvananthapuram	Pre-degree	Physics, Chemistry, Mathematics	1983 - 1985
NSS Public School	AISSE	CBSE	1973 - 1983

careers

Position	Company	Duration
Country Head - Client Operations Excellence & Analytics	Bajaj Capital Ltd	Apr 2024 - Present
Director	Progno Financial Planning Systems Private Limited	May 2012 - Present
Adjunct Faculty	Cochin University of Science and Technology	Sep 2022 - Jan 2023
Head - Financial Planning	JRG Securities Ltd	3 yrs 3 mos
Director - Insurance Broking	Progno Financial Planning Systems Private Limited	Apr 2011 - Apr 2012
Head - Operations & Technology	JRG Securities Ltd	Feb 2009 - Apr 2011
Executive Vice President (Financial Planning & Research) & COO- justtrade.in	Bajaj Capital Ltd	2006 - 2009
Product Manager	AdviceAmerica	2002 - 2006
Senior Research Analyst	India Syndicate	2001
Research Analyst	Asian CERC Information Technology Ltd.	2000 - 2001

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