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Mr. Ravi Kalariya

Founder & Managing Partner MBA, CFP® (Certified Financial Planner)

Mr. Ravi Kalariya is the Founder and Managing Partner of I Plus Financial Services LLP, with 22 years of experience in the financial services industry. He is widely respected for his expertise, vision, and client-first approach.

  • Holds the globally recognized CERTIFIED FINANCIAL PLANNER (CFP®) designation – a benchmark of excellence in financial planning.
  • Ranked 6th among individual Mutual Fund Distributors (MFDs) with the largest SIP books in India (March 2022).
  • Featured among India’s Top 100 individual Mutual Fund Distributors (MFDs) (March 2022).

Ravi began his career in 2004 with Axis Bank as a Sales Executive, where he built a strong foundation in financial services. He then moved to ICICI Bank as an Area Sales Manager, gaining valuable leadership and client engagement experience.

With a vision to empower individuals and families to achieve financial security and freedom, he founded I Plus Financial Services LLP in 2006. Under his leadership, the firm has grown into a trusted, client-centric, and professionally managed financial services partner, serving clients across India and beyond.

His commitment, expertise, and client-first approach have made him a trusted name in wealth management.

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Dr. Monika Kalariya

Founder & Managing Partner Doctorate in Electrical Engineering | Gold Medalist AMFI & IRDA Certified

Dr. Monika Kalariya is the Co-Founder and Managing Partner of I Plus Financial Services LLP. With a strong academic background and over 14 years of teaching experience, she brings a unique blend of knowledge, discipline, and leadership to the firm.

  • Academic Excellence: She holds a Doctorate in Electrical Engineering and was a Gold Medalist in her Master’s program, showcasing her commitment to excellence and perseverance.
  • Professional Experience: She also served as a Lecturer at Atmiya Institute of Technology & Science (AITS) for 14 years, where she inspired and mentored students with her academic and professional expertise.
  • Financial Certifications: She is AMFI and IRDA certified, strengthening her role in financial services with credibility and compliance.

At I Plus Financial Services LLP, Dr. Monika plays a key role in strategic decision-making, operations, and client service. Her academic rigor, professional discipline, and client-first mindset make her a strong pillar of the firm’s growth and client trust.

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