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FAKRUDDIN SHAIK | Wealth Batah Financial Services | HyderabadFAKRUDDIN SHAIK | Wealth Batah Financial Services | Hyderabad

FAKRUDDIN SHAIK

Wealth Batah Financial Services•Hyderabad,TS
#303A, Jain Sadguru Images, Capital Park, Madhapur, ,
Hyderabad, TS, 500081
#303A, Jain Sadguru Images, Capital Park, Madhapur, , Hyderabad, TS, 500081
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About

I retired from the State Bank of India (SBI) as an Assistant General Manager (AGM). Post-retirement, I earned my Certified Financial Planner (CFP) certification and now practice as a Mutual Fund Distributor (MFD) in Hyderabad. I am blessed with a wonderful family, including a dedicated homemaker wife and two sons who lead respectable lives abroad. My mission is to promote financial literacy, which I believe is essential for everyone. I provide support in this area, particularly engaging with the Telugu-speaking community through my YouTube channel, where I create content focused on financial issues. My primary goal is to safeguard the financial well-being of individuals, especially non-resident Indians (NRIs) returning from the Middle East, during their retirement years. I also educate the family members of my clients on the challenges of preserving their prosperity and addressing related issues.

Practice at a glance

4
Years of Experience
102
Families Served
₹10
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with FAKRUDDIN SHAIK.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check