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From Tech Leadership to Entrepreneurship: Mamtha Banerjee's Journey in Personal Finance

Mamtha Banerjee, former Director of Technology at Travelocity, shares her journey from solving complex problems in tech to becoming an entrepreneur focused on personal finance with InvestmentYogi.com. After leading large teams globally, she made the pivotal decision to pursue a startup in India, capitalizing on the massive growth of the middle class and investment opportunities. With her business acumen gained from the University of Washington, Mamtha aims to provide intelligent tools for financial planning, empowering individuals to grow their wealth simply and effectively.

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From Tech Leadership to Entrepreneurship: Mamtha Banerjee's Journey in Personal Finance

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Presentation Transcript

  1. Women’s summit Mamtha Banerjee

  2. On Leadership Track • Director of Technology at Travelocity (US online travel) • Responsible for Architecture and Strategy • Solving the Hard Problems • Large Development team • Spread across Dallas, San Francisco, New York, Sydney and Bangalore (India) • Growing company • Global Focus • Great Leadership Team

  3. Family Move to Seattle • Commuting Nightmare • Working remotely not an option

  4. Decision Time • Job Vs Startup • Made the decision to become an Entrepreneur • Started with a shortlist of ideas • Online Travel for India? • Executive Management Program • University of Washington • Business, Marketing, Finance skills

  5. Quest for Financial Planning • Where can I invest $10,000? • How do I make my money work for me? • How do I grow my $?

  6. Opportunity • A Website for Personal Finance • Providing Intelligent Tools • To grow your money and plan your future • In ways that are simple and interesting. • US Market • Baby Boomers • Mass affluent and Long Tail • India Market • Huge but immature

  7. Pursue Opportunity in India • GDP growth of over 8% for the last 3 years • A burgeoning middle class • A new class of investors • Up and coming sectors like software services, telecom, financial services and real estate

  8. What Next? • Created the Team • Co-founder • Core Team • Advisors • Formed Partnerships • Built the Product • Launched the Beta • Fundraising Rounds

  9. InvestmentYogi.com

  10. Online Taxes

  11. Financial Planning

  12. Sample Financial Plan

  13. Moved Continents • Family Move • June 2008 • Setup an office in Banjara Hills • Active in • Hyderabad Startups • The Great Hyderabad Bicycling Club • Hyderabad 10K • Running at KBR • Here I Am!

  14. Learning from Entrepreneurship • It’s a 24X7 job! • A Balancing Act • Network, network, network • Surround yourself with great mentors and advisors • Create a support ecosystem • De-stress often • Exercise, go for a walk • Humility • No brand to back you up • No expense accounts • Counting every paisa • Continue to have the passion and drive • Go out and do it! • Have fun!

  15. Thank You

  16. Thank You! Hmm…more yogi tales ;)

  17. Contact Website http://www.investmentyogi.com Blog http://investmentyogi.com/cs/blogs/team Twitter Mamtha1 Email mamtha@investmentyogi.com

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