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Shailendra Kumar | Rightfocus Investments Pvt Ltd | BengaluruShailendra Kumar | Rightfocus Investments Pvt Ltd | Bengaluru

Shailendra Kumar

Rightfocus Investments Pvt Ltd•Bengaluru,KA
3rd Floor, BKN Ambaram Estates, 648/L, Indiranagar,
Bengaluru, KA, 560038
3rd Floor, BKN Ambaram Estates, 648/L, Indiranagar, Bengaluru, KA, 560038
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About

Shailendra co-founded FinAtoZ (Rightfocus Investments Pvt Ltd), a SEBI Registered Investment Advisory Company. He has an overall industry experience of over 23 years. He has received his certification in Financial Markets from Yale University (U.S.) and has Masters in Financial Management from NMIMS Mumbai. He holds his graduation B.E degree in Electronics & Communication from IIT-Roorkee. Before starting FinAtoZ, Shailendra observed widespread miss-selling and confusion among Indian investors regarding where to invest. This pain point eventually led to the foundation of FinAtoZ, which now manages total Assets of ~618Cr for its 500+ customers. He conducts financial awareness sessions in Fortune 500 companies, like Paulo Alto, Intuit, and Schneider (and others like Juniper, ABB, Reliance Retail etc.). He is on a mission to improve people's financial lives by spreading awareness about personal finance.

Practice at a glance

12
Years of Experience
750
Families Served
₹1,020
Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, English

Qualification Completed

PGDM (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN:114771

SEBI Registered Investment Adviser

INA200006628

SIF Distributor (AMFI)

ARN:114771

Education

Formal Education

BE – Bachelor of Engineering, Post Graduate Degree (Any Field)

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

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

Can help you buy / invest in

Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

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