"We wanted to give advisers tools to understand hearts as well as portfolios."
The Human Intelligence Layer in Financial Advice
Redefining Financial Advice — One Conversation at a Time
PlanPrompt brings together behavioural science, Indian values, and global expertise. It helps advisers build trusted, personalised relationships that last for decades.
Inspired by a simple truth: real advice isn't about risk — it's about people
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 — turning science into everyday empathy, so advisers can connect deeply, advise wisely, and grow sustainably.
Our Mission, Vision & Values
Our Mission
To make financial advice more human, meaningful, and trust-driven — by combining behavioural science, empathy, and technology to create open, honest conversations where clients and advisers truly understand each other.
Our Vision
A future where every investor in India feels seen, respected, and understood — not just profiled or sold to. A world where technology deepens human connection, turning openness into strength and understanding into trust.
Values
Empathy
We listen before we act. We see the person behind every portfolio and the story behind every decision.
Trust
We build it through honesty, respect, and openness — creating a space where advisers, clients, and colleagues can share without fear.
Understanding
We stay curious. By blending science, data, and cultural insight, we turn complexity into clarity.
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. Designs AI-enabled systems that amplify, not replace, empathy in financial advice.
Partha Iyengar
Country Director, India
With 25 years in Indian wealth management, Partha ensures PlanPrompt fits the realities of RIAs and MFDs, combining global best practice with local wisdom.
Our Expert Team
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.
Wilson Bright
Technology Partner & Investor
Co-founder of BlockSurvey. Leads development of PlanPrompt's privacy-first data-collection infrastructure, ensuring that trust, security, and ownership remain with advisers and clients.
Raja Ilayaperumal
Technology Partner & Investor
Co-founder of BlockSurvey and product strategist. Guides platform architecture, scalability, and innovation — ensuring every technological decision supports integrity, empathy, and user trust.