TEAM
Founded in 2016, we’re an independent consulting firm focused entirely on Enterprise Performance Management (EPM). Team Planafin comprises EPM practitioners, industry domain experts, technology specialists, EPM solution architects, model builders, and integration consultants — research and business analysts, project and change management consultants, delivery and practice leads, ably supported by a leadership team.
40+
Certified EPM consultants
120+
Successful global client engagements delivered
30+
Business use cases solved
OUR VALUES
What holds the team together.
For us, business is personal — we’re committed to the success of every customer engagement, and we stay a trusted partner throughout the entire EPM transformation journey.
01
Customer Focus
We approach every client uniquely — part of the team, continuously adding value through tailored, sustainable solutions.
02
Excellence
We constantly strive to deliver the best-quality solution for every business scenario, leveraging expertise built over years of service.
03
Team Work
A collaborative, supportive environment where we invest in our people and draw our strength from diversity, equity, and equality.
04
Innovation
Unrivaled vision and execution — we challenge our own ideas of what’s possible to better meet our customers’ needs.
OUR JOURNEY
From a 2016 launch to a global practice.
2016
Founded & Established
Founded and launched operations in the UAE and India.
Established our FP&A practice.
Won our first client in Qatar, delivering an FP&A engagement leveraging SAP BPC.
Started our Anaplan practice.
2017
Leading EPM Partner of the Region
Built industry expertise in Retail, Mining & Metals.
Delivered automated FP&A and financial consolidation leveraging Anaplan for the world’s leading tile manufacturer.
Delivered an FP&A project on Anaplan for the Middle East’s largest retail conglomerate.
Continued to add leading retail clients in the Middle East.
Established our S&OP practice.
2019
Global Achievement
Delivered an S&OP solution for the world’s largest solar tracker company based in North America.
Landed our first client in the UK.
2021
Recognized Industry Expert
Expanded operations into the UK.
Built industry expertise in aviation, oil & gas, and metals & mining.
A period of stupendous growth, onboarding close to 20 clients this year.
Delivered FP&A, S&OP, and Workforce Planning projects across Mining & Metals, Retail, Technology, and Healthcare segments.
Started our Pigment practice.
2023
Added Aviation, Travel & Hospitality Expertise
Engagements with the world’s leading aviation clients.
Released Planafin’s Supply Chain Planning suite of accelerators.
Another period of stupendous growth, onboarding close to 15 clients this year.
Expanded Managed Services as an offering.
2024
Expanded EPM Suite of Accelerators
Built industry expertise in the telco segment and added new clients, including Vodafone.
Started a partnership with insightsoftware JustPerform, rebranded to Lineos Planning & Consolidation as of September 2026.
Released 10+ domain and 5+ industry-vertical EPM use-case accelerators.
2025
Year of Accolades
Won customers in Australia and Southeast Asia.
Released a further 5+ domain EPM use-case accelerators.
Built industry expertise in healthcare.
Added pre-platform and solution implementation consulting as a dedicated service line.
Embedded AI effectively into all our operations, deliverables, and use cases.
Awarded insightsoftware JustPerform Implementation Partner of the Year.
Was listed in the Forbes edition of 100 companies in Asia to watch out for.
2026
Expanded Reach & Expertise
Won our first client in Africa.
Released further Business Case and S&OP services accelerators.
Won further engagements in the hospitality segment.
Established an engagement-partnership joint venture with Performance Analytics for North American and Canadian engagements.
Enhanced leadership with seasoned industry veterans joining as Chief Strategy Officer and Chief Operations Officer in North America.
Planned the further release of AI-based B2B product apps later this year.
LEADERSHIP
The people behind the practice.
Shyam Sundar Rajendran
Managing Director
Based in Dubai, UAE. 25 years delivering strong performance and value in the corporate world — building sustainable business models from scratch. Previously held management and consulting roles at Deloitte Singapore, Cognizant, Hewlett Packard, SAP India, Perot Systems UK, and CPM Consulting. A recognized thought leader in enterprise performance management and frequent speaker at EPM and finance forums.
Sudhir Menon
Chief Strategy Officer
Based in Washington, D.C. 30+ years guiding data strategy, tech roadmaps, and enterprise solutions. Co-owner and CEO/CTO of hospitality tech startups with two successful exits, and 25 years in senior executive roles at Hilton Hotels Worldwide. Adjunct professor at business schools in Washington, D.C., and a frequent speaker at Gartner and major data conferences.
Deepu Sugathan
Chief Operations Officer
Based in California, USA. Senior operations and program management professional with 30+ years building strategic program and portfolio roadmaps from the ground up. Delivered outstanding operations and portfolio management for organizations including VISA, Lam Research, eBay, The Gap, Hilton, and Symantec.
Biju Abraham
Director, Human Resources & Finance
Based in Bengaluru, India. A founding member of Planafin’s India operations, heading HR and Finance. Prior roles at Accenture, Dell, Atum IT, and Optimal Solutions across a 30+ year career. Actively leads Planafin’s CSR programs and is passionate about community skill-based training.
Kamya Nagpal
Head of Consulting Services
Based in Pune, India. Heads the Consulting Services practice at Planafin, with an international career spanning 17+ years. Previously led EPM consulting engagements at Infosys, IBM, and Schneider Electric. An active speaker at CFO forums on EPM and AI technology.
SO, TO START
Tell us what you’re trying to change.
Thirty minutes, video call, no deck. By the end you’ll know whether we’re the right fit — and if we’re not, we’ll say so.
GLOBAL OFFICES
Where to find us.
USA
Planafin North America LLC
4010 Moorpark Ave, Suite 115, San Jose, CA 95117
+1 (307) 381-0718
INDIA
Planafin Technologies
A4, Brindavan Sapthagiri, Bellandur, Bengaluru 560103
+91 98867 59625
UAE
Planafin FZE
#G-035, Techno Hub, Dubai Silicon Oasis, Dubai
+971 50 321 0586