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)