Empowering Financial Futures

About Wealth Batah

Founded in 2021 by Mr. Fakruddin Shaik, Wealth Batah is dedicated to making financial expertise accessible through personalized, goal-based planning. With over three decades of experience at the State Bank of India and a career culminating as Assistant General Manager, Mr. Fakruddin identified the growing need to equip individuals, especially younger generations, with the knowledge and tools for financial independence.

Wealth Batah focuses on strategic investing, wealth management, insurance advisory, and retirement planning. The firm blends deep banking experience with a strong commitment to financial literacy, enabling clients to make confident and informed financial decisions.

Mr. Fakruddin is a Certified Financial Planner (CFP®), accredited by the Financial Planning Standards Board Ltd. (FPSB), USA, and also holds certifications from:

AMFI as a mutual fund distributor
IRDAI for life and general insurance advisory
PFRDA for retirement planning and National Pension System (NPS) guidance
NISM as a Portfolio Management Services (PMS) distributor

With a holistic approach to personal finance, Wealth Batah continues to serve individuals and families in building long-term financial security and well-being.

Our Unique Value

Why Choose Wealth Batah for Your Financial Journey?

Comprehensive Solutions

We create personalized strategies that align with your life goals, helping you plan with clarity and confidence for every major financial decision you make.

Professional Expertise

Led by Certified Financial Planner Mr. Fakruddin Shaik, a retired Assistant General Manager (AGM) of SBI, with 36 years of banking experience and multiple financial licenses.

Holistic Approach

Your one-stop solution for complete financial well-being. We cover investments, insurance, tax planning, retirement solutions, and more to support every stage of your journey.

Client-Centered Philosophy

We believe financial advice should adapt to your life not the other way around. We listen deeply, tailor every plan to your priorities, and guide you with empathy and transparency.

Your Goals. Our Expertise. A Lifetime of Financial Confidence.