Who We Are
Our Story
Vision
To empower all families to achieve financial well-being.
Mission
To empower families to make informed financial decisions, help achieve their financial goals, and secure a prosperous future
The story of Kannankara Wealthwise began in 2007 with its founder Mr. Ratheesh Kannankara starting his financial career as an employee for a leading Indian stock-broking firm based out of Kerala. This exposed Mr. Ratheesh Kannankara to the world of stock-markets. He dealt with equities, commodities and currencies. He developed an interest towards the dynamics of psychological factors in action in the financial market.
People come to stock market with the expectation of making money. In reality, not all people made money. He noticed that vast majority of people in the stock markets had no plans. Neither they had any financial goals. Many even lost their retirement savings for lack of planning or due to knee jerk reactions. The number of such cases and the quantum of personal financial losses touched its peak during the global financial crisis of 2008.
Mr. Kannankara’s interests to personal financial planning took shape in 2012. He met a senior citizen who lost all his retirement savings through speculative trading. This led that person to liquidate his house, reduce the quality of his life, and became financially dependent on his children. Life was harsh for a person who had worked for a lifetime and should be enjoying his retirement life, was in reality struggling financially. The unfortunate life-situation of this senior citizen pained Mr. Kannankara. Seeing Mr. Kannankara’s interest in personal financial planning, his company now wanted him to focus on clients’ needs and risk profiles and chart out client-specific financial plans.
By 2014, Mr. Kannankara gained much experience in personalized financial planning. His specialities included cash flow analyses, investment strategies, and risk and liability management. He worked for the company for few more years. He quitted his job in 2018 for starting his own consultancy services.
Since 2018, he has helped many clients in India and abroad in their planning. Considering the suggestions received from various clients, in 2023 he decided to present his consultancy services in a new look and feel. Thus was born Kannankara Wealthwise. The vision remains the same, ‘to empower all families to achieve financial well-being’. Mr. Kannankara and his excellent team strive to empower families to make informed financial decisions, help achieve their financial goals, and secure a prosperous future.
Our Team
This text briefly introduces visitors to your main services.
Sanal P
Master of Commerce (M.Com) degree specializing in Finance, has over a decade of experience in the financial sector.
Ratheesh Kannankara
CFP ,(Certified Financial Planner, MBA)-18 Year experience in Financial Industry.
Jaison T J
Jaison T J has a postgraduate degree in Commerce and over 15 years of experience in core accounting, compliance, management & Capital market. He is well experienced in personal finance management & Capital market.
Sujesh M S
MBA from IIM Kozhikode and Master of Technology from NIT Karnataka, boasting over 15 years of experience in both Technical and Financial Management.
Roopa Martha Benny
B.Com ,CFP (certified financial planner)