Kommajousla Kumar

Certified Financial Planner | Founder, Managing Director, CEO & Chief Vision Officer

Professional Overview

Kommajousla Kumar is a seasoned financial professional with over 20 years of experience in the banking and financial services industry. As the Founder, Managing Director, CEO, and Chief Vision Officer of iFinance Solutions Inc. and iFS Financial Planners Inc., he leads two organizations that provide comprehensive financial planning and investment management services. Additionally, he serves as the Managing Trustee and Principal Advisor at Sairaa Foundation, a philanthropic organization focused on community development initiatives.

Experience Summary

Current Roles

Founder, Managing Director, CEO & Chief Vision Officer, Certified Financial Planner
iFinance Solutions Inc. and iFS Financial Planners Inc. (2009-Present)

• Provides strategic leadership and oversees the overall operations and growth of the two financial services companies

• Develops and implements innovative financial planning strategies to help clients achieve their long-term financial goals

• Actively engages in client acquisition, relationship management, and delivering high-quality advisory services

• Ensures compliance with regulatory requirements and maintains the highest standards of professional ethics

Managing Trustee & Principal Advisor
Sairaa Foundation (2017-Present)

• Leads the foundation's initiatives in community development, education, and social welfare

• Oversees the allocation of resources and the implementation of impactful programs

• Leverages his financial expertise to guide the foundation's investment and financial management strategies

Career Progression

Prior to founding his own enterprises, Kommajousla held various leadership roles in the financial industry, including:

• Assistant General Manager - Product & Sales at Shriram Insight Share Brokers Ltd (2009)

• Product Manager-HNI Segment at Web 18 Securities (2008-2009)

• Cluster Manager at ICICI Securities Ltd (2007-2008)

• Manager - Business Development (India) at Transworld Payment Solutions (2004-2006)

• Sales Manager at HDFC Bank (2003-2004)

• Branch Sales Manager at ICICI Home Finance Co. Ltd (2001-2003)

• Sales Manager at Shelters (1996-2001)

Academic Background

Kommajousla holds a Certified Financial Planner (CFP) certification, demonstrating his expertise in comprehensive financial planning and investment management.

Areas of Expertise

• Financial planning and investment management

• Wealth creation and preservation strategies

• Retirement and estate planning

• Philanthropic advisory and foundation management

• Regulatory compliance and risk management

Professional Impact

Kommajousla's contributions to the financial services industry and the community are evident through his leadership roles and accomplishments. Under his guidance, iFinance Solutions Inc. and iFS Financial Planners Inc. have become trusted providers of comprehensive financial planning solutions, serving a diverse client base. Additionally, his stewardship of the Sairaa Foundation has enabled the organization to make a meaningful impact on local communities through its various development initiatives.

Conclusion

With his extensive industry experience, strategic vision, and commitment to excellence, Kommajousla Kumar is a respected financial professional and a valuable asset to the organizations he leads. His expertise in financial planning, investment management, and philanthropic advisory positions him as a trusted advisor and thought leader in the industry.