About us

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Since our inception in 2023, RiaFin has been at the forefront of empowering fee-only financial planners and investment advisors.

With a steadfast commitment to excellence, we have meticulously crafted a diverse range of services and solutions designed to meet the unique needs of both individual practitioners and enterprise-level fee-only financial planners.

Our journey has been marked by a relentless pursuit of innovation, drawing upon years of industry experience to equip global financial planning firms with the tools and resources they need to thrive in today's dynamic landscape.

From cutting-edge technology solutions and targeted marketing strategies, we provide holistic support that empowers our customers to achieve their goals and elevate their fee-only financial planning practices to new heights of success.

We're dedicated to more than just transactions. We take the scaling of your fee-only financial planning practice very seriously. Let's succeed together.

At RiaFin, we understand that every fee-only financial planning practice is unique, which is why we take a personalized approach to service delivery.

Whether you're just starting out or looking to expand your existing practice, our team is here to guide you every step of the way.

With our unwavering dedication to your success and our commitment to delivering exceptional value, you can trust RiaFin to be your partner in growth and prosperity.

Our Expertise

RiaFin is built on the expertise of an industry veteran with over 21 years of experience. Our founder holds qualifications in Systems Software Engineering (MTech) from RMIT University Melbourne and Business Administration (MBA) from Melbourne Business School.

This combination of technical and business acumen ensures we provide comprehensive support to fee-only financial planners and investment advisors, enabling your practice to thrive in a competitive market.


Team

Chetan Mittal - Founder

Chetan Mittal - Founder & CEO

MBA in Finance & Accounting (Melbourne Business School - MtEliza/UQ - Australia), MTech in Systems Software Engg. (RMIT University - Australia), BCA (Punjab Technical University)

Chetan Mittal is a seasoned professional with over 21 years of experience in the Software Development Industry.

In 2023, Chetan ventured in global "financial planning" industry to solve the problems fee-only financial planners face related to scaling their practice.

Recognizing the evolving needs of fee-only financial planners and the opportunity to make a significant impact in a niche market, he redirected his focus.

By narrowing the scope, he aimed to offer more tailored solutions, leveraging his expertise to better serve the unique requirements of financial planning practices.

He always says, "If I had not been a software programmer, I definitely would have been a financial planner".

Reenu Mittal - Co-founder & CRO

Dr. Reenu Mittal - Co-founder & CRO

Ph.D. in Finance & Accounting (UBS Punjab University), MCom in Finance & Accounting (Punjab University), BCom (Punjab University)

Dr. Reenu Mittal enriches our team with her advanced research skills and subject matter expertise, allowing her to conduct in-depth studies on market trends, regulatory changes, and consumer behavior within the financial planning sector.

Her extensive knowledge and analytical prowess enable her to delve deeply into the nuances of the financial industry, providing valuable insights that help guide our strategic decisions.

With a keen understanding of the intricacies of finance and accounting, Dr. Mittal brings a unique perspective to our organization, enabling her to identify emerging opportunities and potential risks that impact fee-only financial planners.

Furthermore, Dr. Mittalโ€™s commitment to continuous learning and professional development keeps our team at the forefront of industry knowledge.

Srivijaya Pradhana - VP - Tech & Content

Srivijaya Pradhana - CMO

MBA Digital Marketing (Swinburne Uni Melbourne), BCom (Kathmandu University)

Srivijaya Pradhana leads our content initiatives, bringing a unique blend of business acumen and digital marketing expertise to our team. With an MBA in Digital Marketing from Swinburne University of Technology and a BCom from Kathmandu University, Srivijaya possesses a deep understanding of both content strategies and business principles.

In her role, Srivijaya oversees all aspects of our content production, from conceptualization to distribution. Her keen understanding of the financial planning industry allows her to develop targeted content that resonates with our niche audience of fee-only financial planners.

Srivijaya's innovative approach to content creation and her ability to translate complex financial concepts into accessible material has been instrumental in establishing our brand as a thought leader. Under her leadership, our content team consistently produces high-quality, relevant, and impactful materials that help fee-only financial planners stay informed, grow their practices, and better serve their clients.

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