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Ranjith J Menon CWM has a diverse work experience spanning across multiple companies. Ranjith started their career in 2009 as an Area Sales Manager/Centre Manager at HDFC Securities. In 2012, they moved to Mahindra & Mahindra Financial Services Limited as a DGM- Investment Solutions. During their time there, they were responsible for sales in South India and handled various investment products. Currently, they are working at Mahindra Finance as a Deputy Vice President in the Investment Solutions department.

Ranjith J Menon CWM pursued their education in a chronological manner. In 2013, they enrolled in Sikkim Manipal University - Distance Education and completed an MBA in Banking, focusing on Banking and Financial Support Services. From 2018 to 2020, they attended the National Institute of Securities Markets (NISM) and obtained a degree in Investment Advisor Level 1 & 2, specializing in Financial Planning and Wealth Management. Currently, from 2022 to 2024, they are studying at the American Academy of Financial Management to obtain a Chartered Wealth Manager degree, with a focus on Wealth Management. Additionally, they have completed the Mutual Fund Distributors Certification Programme from NISM, specifically the Investment Adviser Level 1 & 2, at the National Institute of Security Market, SEBI.