---
title: "Shreevara TR - Financial Planner in Bengaluru | Tal"
description: "Meet Shreevara TR, Director of Smiles😊 based in Bengaluru. AI stack includes claude code, claude, and openai."
image: "https://tal.club/meet/shreevara-tr/share-image"
---

# Shreevara TR on Tal

## Headline

Director of Smiles😊

## About

"I believe operations is the invisible hand that makes magic happen\." With a background in Financial Planning and experience at a high\-growth FinTech startup like smallcase, I thrive at the intersection of customer excellence and operational efficiency\. I don’t just resolve tickets; I build systems that prevent them\.

## Location

Bengaluru

## AI stack

claude code

claude

openai

claudecode

ChatGPT

ChatGPT Images

## Work experience

Financial Planner at Full\-time, Apr 2023 \- Present · 3 yrs 6 mos, Toronto, Ontario, Canada, From strategic tax planning to custom financial plans\. From retirement to estate planning, delivered end to end expertise consulting\.

Head of French Fries at McDonald's, Mar 2023 \- Mar 2023 · 1 mo, Toronto, Ontario, Canada

Customer Support Specialist at smallcase, May 2021 \- Apr 2022 · 1 yr, Bengaluru, Karnataka, India

Customer Support and Client Onboarding Associate at Paytm, Mar 2019 \- May 2021 · 2 yrs 3 mos, Bengaluru, Karnataka, India, Customer Support, CDD and KYC Identification documents verification and Compliance\.

## Education

PG Diploma in Financial Planning, Finance and Financial Management Services, George Brown Polytechnic

PG Diploma in Banking and Insurance, Banking and Insurance, Annamalai university

[View the original profile](https://tal.club/meet/shreevara-tr)

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