D Ramanathan CFP CM

CEO

Chennai, Tamil Nadu, India33 yrs 4 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

20 years of diverse business experience in financial services.
Proven track record in building organizations and driving growth.
Expert in financial inclusion and digital wealth platforms.

Stackforce AI infers this person is a Fintech leader with extensive experience in wealth management and financial services.

Contact

Skills

Other Skills

Wealth ManagementMutual FundsInvestment AdvisoryRelationship ManagementEquitiesPortfolio ManagementAsset ManagementBankingCapital MarketsInvestmentsFixed IncomeRetail BankingTradingCross SellingFinancial Markets

About

 Twenty years of diverse business experience spread across NBFC, Third party distribution, Mutual Fund & Portfolio management services.  Performed diverse roles viz., Regional Head, Zonal Head, Head - institutional sales, Channel sales, Head - product development, Head - PMS, National Head - sales & distributions  Successful track record of building organizations from its infancy & spearheading high quantum growth  Proficient in building, leading and mentoring large multi-functional teams.  Part of the steering committee & spearheaded various organization wide key initiatives viz., ISO 9001:2000 certification, Fund house & corporate governance rating etc.  Associated with BSE Training institute as a visiting faculty covering debt, equity derivatives & mutual funds you can follow me at http://ddramanathan.blogspot.in/

Experience

Finbharat technology private limited

Managing Director & CEO

Jan 2026 – Present · 3 mos

Finbharat

Founder & CEO

Aug 2025 – Present · 8 mos · Greater Chennai Area · On-site

Founder & CEO of FinBharat | Certified Financial Planner (FPSB, USA)
I help businesses create, scale, and optimise digital wealth platforms that reach India’s next 100M investors. My passion lies in bridging technology, strategy, and financial inclusion — creating solutions that empower underserved and first-time investors, from gig workers and homemakers to salaried individuals in Tier 3 cities.
What I do:
Wealth tech product innovation
Go-to-market strategy & growth
Financial inclusion solutions
Platform optimisation & assisted journeys
If you’re looking to launch or grow a high-impact digital investment platform, let’s connect.

Way2wealth brokers limited

Director - Digital & Distribution

Feb 2022 – Aug 2025 · 3 yrs 6 mos · Bengaluru, Karnataka, India

Fisdom

Director - Business Development

Jul 2018 – Feb 2022 · 3 yrs 7 mos

Shriram credit company ltd (sponso - shriram mutual fund)

HEAD - SALES, MARKETING & PRODUCT

Jul 2013 – Present · 12 yrs 9 mos · Mumbai Metropolitan Region

Shriram Credit Co. Ltd is part of Shriram Capital Group & is the holding company of Shriram AMC, Shriram Insights Ltd (Broking), Shriram Fortune Ltd (Distribution) & Shriram Wealth Advisors Ltd.
I am responsible for sales, product development & marketing.