Shailesh Kumar Agrawal

J J Nagar Colony, Hyderabad - 500087

Rating

Rating

70

Profile Visits

247

Views

I possess around 20 years of professional experience, worked initially with Hospitality Industry and sooner shifted to Financial Industry as an Investment Advisor. He rendered services for Marquee Organisations and assisted Investors from various walks (Company, LLP, Trusts & HNIs). He advised them on specific investments needs; Goal based, Need based or Philanthropy. He spent last 4 planned years of Job Career in understand workings of Investment Product Manufacturers. I aspire to redefine Investing as "no rocket science", if dealt with, suitably and simply.

This is 20th year on mine in this industry and completed 1 year as an entrepreneur. I am a learner and a hand holding clients on been Phycology in Financial Planning and Investing. If we cut on mistakes and create a psyche conducive then, it is without doubts that your money and goals can be rightly matched. It would also help in bringing sustainable growth in your assets.


Experience & Qualifications

 

Qualification

BA Hons

 

Experience as an advisor

20 Years

 

Total work experience

20 Years


Service & Advisory Offered

  • Mutual Funds
  • PMS

Affliation & Awards

 

• All Mutual Fund Companies. • Marque PMS service providers. • An Tax and Accounting firm for add on suggestions. • Legal Firm for additional liasoning.

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