Certified Financial Planner (CFP®)
Empowering Your Financial Future
Your Future, Our Focus.
Personalized, goal-based financial solutions from a Certified Financial Planner with 36 years of banking experience. Transparent advice. Long-term wealth. Complete peace of mind.
36+
Years of banking experience
500+
Families served
9
Advisory certifications
100%
Fiduciary approach
What we do
Financial solutions designed around your goals
From your first SIP to a fully-funded retirement — one advisor, one plan, every stage of life.
Our products
Curated products, matched to your life stage.
SIPs, insurance, PMS, loan solutions and global access via GIFT City — the right instruments, chosen without bias.
Why Wealth Batah
Advice you can trust — because trust is earned.
Wealth Batah was founded in 2021 by Mr. Fakruddin Shaik, a retired Assistant General Manager of State Bank of India with over three decades of banking leadership. Every plan we deliver is built on that experience — and on a simple principle: your goals come first.
Transparent & fee-based
Commission-free advice always in your interest.
Multi-certified expertise
CFP®, AMFI, IRDAI, PFRDA and NISM credentials.
Client-centered philosophy
Plans that adapt to your life, not the other way.
Holistic long-term view
Investments, protection, tax and estate in one plan.
Built on experience
Banking wisdom, meets modern wealth planning.
Having led teams at State Bank of India and guided thousands of customers through every kind of financial decision — home loans, savings, retirement, inheritance — Mr. Fakruddin brings a rare depth of insight to personal finance. Every recommendation is grounded in real-world experience, not market fads, and shaped around what actually works for Indian families.
Our process
A simple, transparent path to financial confidence
01
Discover
A no-obligation conversation to understand your goals, life stage and priorities.
02
Analyse
We map cash flow, protection, investments, tax and goals to identify gaps.
03
Plan
You receive a written, goal-mapped plan with clear next steps.
04
Review
We meet regularly to refine the plan as life and markets change.
Client stories
What our clients say
"Wealth Batah made financial planning seem so simple yet effective. Highly recommended!"
P. Narasimham
Hyderabad
"I felt empowered and informed about my finances after consulting with Wealth Batah. A fantastic team!"
S. Surya Narayana
Visakhapatnam
"Professional, caring, and attentive service. Wealth Batah truly cares for their clients' financial wellness."
S. Anil Kumar
Chicago, USA
Start your financial journey today
Reach out for a no-obligation conversation. We'll help you take the next step toward peace of mind.
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Mr. Shaik Fakruddin is an AMFI registered Mutual Fund Distributor with ARN-249859.