About us
Three decades of banking. One clear purpose.
Wealth Batah exists to make expert financial planning accessible — through personalised, goal-based advice you can act on with confidence.
The founder
Mr. Fakruddin Shaik, CFP®
Founded in 2021, Wealth Batah is led by Mr. Fakruddin Shaik, who brings 36 years of banking experience at the State Bank of India, retiring as Assistant General Manager. He founded Wealth Batah after recognising the growing need to equip individuals — especially the younger generation — 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 genuine commitment to financial literacy — enabling clients to make confident and informed decisions.
Our credentials
Regulated, certified, accountable.
CFP® — FPSB USA
Certified Financial Planner, accredited by the Financial Planning Standards Board.
AMFI
Mutual fund distributor registered with the Association of Mutual Funds in India.
IRDAI
Licensed advisor for life and general insurance products.
PFRDA
Certified for retirement planning and NPS advisory.
NISM
Distributor for Portfolio Management Services (PMS).
Our unique value
Why choose Wealth Batah for your financial journey
Comprehensive Solutions
Personalised strategies aligned with your life goals — clarity and confidence for every major financial decision.
Professional Expertise
Led by CFP® Fakruddin Shaik, retired AGM of SBI, with 36 years of banking experience and multiple financial licenses.
Holistic Approach
Investments, insurance, tax planning, retirement solutions — a one-stop solution for complete financial well-being.
Client-Centered Philosophy
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.
Start a conversation