Our Story
About RULES OF MONEY
Dedicated to helping you navigate the complexities of finance with clarity and confidence.
Founder & Principal AdvisorSince 2014
Sainath Gajendran
Founder & Principal Advisor
With over a decade of experience in the financial services industry, Sainath Gajendran founded RULES OF MONEY with a singular vision: to make comprehensive financial planning accessible and understandable for everyone.
His passion lies in educating clients and empowering them to take control of their financial destiny. He believes that true wealth is not just about the money in the bank, but about the freedom and peace of mind it provides.
Sai specializes in retirement income planning, tax-efficient strategies, and generational wealth transfer.
AdvisorSince 2024
Aryan Sreshta
Advisor
Aryan Sreshta is a dedicated Advisor at RULES OF MONEY, bringing fresh perspectives and analytical expertise to the team. With a strong foundation in quantitative finance and investment analysis, he assists clients in building robust financial strategies.
His approach combines data-driven analysis with a deep understanding of client goals, ensuring that every recommendation is tailored to individual needs. Aryan is committed to making complex financial concepts accessible and actionable.
Under the guidance of seasoned advisors, Aryan specializes in portfolio analysis, risk assessment, and developing comprehensive financial plans that help clients achieve their long-term objectives.
Our Mission
To simplify financial planning and make evidence-backed investing accessible to everyone — regardless of starting capital or experience.
Our Core Values
The principles that guide everything we do
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Integrity First
We operate with complete transparency and honesty, always putting our clients' interests above our own.
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Education & Empowerment
We believe in teaching financial literacy so you can make confident decisions about your future.
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Long-term Relationships
We build lasting partnerships with our clients, guiding them through every life stage.
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Excellence in Service
We deliver exceptional value through personalized attention and expert financial guidance.
Why Choose RULES OF MONEY?
Personalized strategies tailored to your unique financial situation
Fee-only advice with no hidden commissions or conflicts of interest
Comprehensive approach covering all aspects of your financial life
Proven track record of helping clients achieve their financial goals
Ongoing support and regular reviews to keep you on track
Let's Build Your Future Together
Whether you're just starting out or planning for retirement, we're here to guide you every step of the way.