“We wanted to give advisers tools to better understand the people behind financial decisions.”
Supporting Better Adviser Conversations
Supporting Better Adviser Conversations
PlanPrompt combines behavioural science, adviser experience and Indian market understanding to support clearer client conversations and suitability discussions.
Built on the belief that good advice starts with better client understanding
After decades designing and refining risk-profiling systems around the world, Paul Resnik and Stuart Erskine noticed a pattern that never changed: advisers were measuring numbers instead of understanding people.
In India, financial decisions are deeply shaped by emotion, family, and culture — yet most advisory tools were created elsewhere, centred mainly on compliance.
PlanPrompt was built to change that — making behavioural insight more practical for everyday adviser conversations, so advisers can have clearer and more practical client conversations.
Our Mission, Vision & Values
Our Mission
To support clearer and more practical financial conversations by combining behavioural science, structured discovery and technology.
Our Vision
A future where advisers can better understand client priorities, communication styles and financial decision-making across the Indian market.
Values
Client Understanding
We believe better financial conversations begin with understanding each client’s goals, concerns and priorities.
Professional Trust
We believe long-term adviser relationships are built through consistency, transparency and clear communication.
Practical Insight
We aim to make behavioural insight more practical and usable within everyday adviser workflows.
Integrity
We do what is right — even when it is difficult. Integrity means courage: acting in clients' best interests, staying true to our word, and aligned with regulation.
Our Founders
Paul Resnik
Co-Founder
Co-creator of FinaMetrica and a pioneer in behavioural finance. Brings over 50 years of insight to tools that put people before products and help advisers understand clients beyond numbers.
Stuart Erskine
Co-Founder & CEO
Behavioural economist and fintech innovator with over 25 years’ experience. Designs behavioural and technology systems intended to support better adviser and client conversations.
Built by people who understand advice
Our Expert Team
Preethy Uthup
Senior Strategic Adviser, India Partnerships & Market Development
Preethy Uthup brings deep experience across private banking, wealth management, capital raising and strategic relationship development.
She has held senior roles with ICICI Bank and Entrust Family Office, and has worked with promoters, investors and growth-stage businesses on capital structuring, investor engagement and market expansion.
At PlanPrompt, Preethy supports the development of strategic partnerships in India, early pilot adoption and go-to-market execution. Her role includes helping shape intermediary engagement, refining distribution strategy, testing market propositions and supporting strategic capital introductions.
She brings a rare combination of institutional credibility, entrepreneurial energy and strong understanding of the evolving needs of Indian investors and intermediaries.
Dr Sebastian Kürten
Technical Consultant
Assistant Professor at Utrecht University. Expert in computational social science, behavioural statistics, and risk analytics.
Dr Camilo A. Cárdenas-Hurtado
Statistical Consultant
LSE-trained statistician specialising in psychometrics and latent-variable modelling. Ensures academic rigour, validity, and transparency across all PlanPrompt models.