Company Overview

Contact us

We are a boutique financial firm offering financial planning services and customised investment solutions. We work hard to help our clients realise their goals by making their hard-earned money work for them. Our Key Values are Trust, Compliance and Ethics.

Being Financially Fit‘ is a life long journey and our intent is to be your TRUSTED advisor for LIFE. We become our clients’ coach, friend, remaining detached when fear or greed takes hold while becoming attached when life challenges them. After all, isn’t that what BFFs do!

Over the last 15 years, we are humbled to have become the preferred name for several leading entrepreneurs, professionals, doctors, NRIs and HNIs.

  • Our clients include people in their 20s to Octogenarians; after all, money needs to be managed for all.
  • Our clients live in small towns to large megapolis both inside India and in many parts of the world.

 

Banconus is ably backed by a team comprising some of the finest and the best minds supported by good technology tools. Our dynamic advisor duo works closely with you in creating a plan, using sound research, backed by our years of experience, leverage technology and help mitigate any form of uncertainties.

Banconus has won several accolades and awards over the years and has been recognised as a top performer by our key partners in the mutual fund industry. We have extended our services to include tax advisory, insurance planning and estate planning.

Our Intent is to ensure we remain Best Friends of our Clients in their journey towards financial freedom.

Our Team

Rajee

Rajee is an All India Topper in her CA examinations. She is a Financial Planner for 15 years and is certified by the Financial Planning Standards Board of India. Her expertise includes taxation, mutual funds, investment planning, and retirement solutions. She was recognised as one of the top 10 Women Consultants in India in 2020 by the business magazine CEO Insights. Read Full Story.

Driving financial literacy is a cause Rajee is most passionate about. To her, if one needs to master money, then, it all begins with their relationship with money. On that note, Rajee embarked on a mission to help educate not just her clients, but even others who do not seek her expertise. Thus was born “Money Matters”, a financial education program, emerging from years of experience in helping people manage their money & investments better.

Outside of work, Rajee leads an active social life. She is the founding member of The Aura, a knowledge-sharing forum exclusively for women. Also, as a corporate trainer, Rajee’s sessions offer tons of knowledge on personal as well as wealth management ideas. In addition to these, she is also a visiting faculty for several educational institutions and management schools. Beyond work, she is an avid traveller who loves trekking. She has interests in History and Movies. She is an active member of the Chennai based movie appreciation club Cinema Rendezvous.
FACEBOOK | INSTAGRAM | LINKEDIN

Ramkey

Ramkey has been investing in stock markets since the early 1990s and the love affair continues.  Even as he lived and worked in 10 countries, he continued to learn about investing and fine-tuning his skills.  He has invested in various international markets and writes about the stock markets in his weekly blog.

With a CA and MBA from Ross Business School & London Business School under his belt, he worked up the corporate ladder and his last job was MD, CFO Asia Pacific for JP Morgan in Hong Kong.  But true to his college time pact with himself, when he turned 40, he gave it all up and moved back with his wife Lakshmi and 3 young children (all below 10 years at that time) to Chennai, India.

His life motto is:
20 years of learning – this is a continuum in my life
20 years of learning and earning – led me working around the world
20 years of learning, returning & earning – living this phase now.
Anything beyond 60 – BONUS!!

He is a Blogger, avid Traveler, Sports enthusiast, Movie and Music buff, voracious reader, and an OK Golfer.   In addition to Banconus, he is a Leadership Caoch, a Founding Managing Trustee in Rasikapriya Fine Arts and the Chairperson of Global Council of Enabling Leadership.
FACEBOOK | INSTAGRAM | LINKEDIN | TWITTER | BLOG

Company History

Starting your business is like planting a sapling. First, you have to invest your time and money. Then, you must take care of it while expecting nothing in return. But when your startup blossoms, it makes all the patience and hard work worthwhile.

  • 2006

    Start with a Dream

    Rajee Rajesh wanted to help people with their financial goals. Clients who joined then remain with us even now.

  • 2010

    Banconus is Born

    Banconus Financial Solutions is born furthering the trust reposed by our clients. The firm onboards clients across geographies.

  • 2015

    Banconus Expands

    Ramkey joins Rajee as the firm continues to grow and crosses Rs 50 Crores in AUM.

  • 2019

    Banconus Recognized

    Banconus ramps past Rs 150 Crores in AUM and is awarded the Fastest Growing Financial Advisory Firm in South India at the prestigious Wealth Forum Annual Awards during 2018-19.

  • 2023

    Banconus Joins the Big League

    We continue to help more families with their goals and cross Rs 500 crores in AUM, joining the list of top 200 Mutual Fund Distributors (MFD) in India.

Our Partners

Symbiotic relationship that works to enhance our Clients' lives