Shailesh Kumar Agrawal - Portfolio Management Schemes Advisor in Begumpet, Secunderabad

Shailesh Kumar Agrawal - Portfolio Management Schemes Distributors

Member since Mar 12, 2018

9603118000

beaconfinser@gmail.com

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About Me

I am BA(Hons) and Specialized Degree holder, Initial Career with Food Industry and then shift to Finance. Job Part of My Career has been profound, where i had opportunity to render services on behalf of Marquee Organisation like RBS COUTTS, ICICI Private Banking, Kotak Wealth, Aditya Birla Wealth on Financial Advisory side, with Motilal Oswal AMC on Distribution side, in total for over 20 Yrs. With a rare Industry experience and understanding of both Manufacturing and Distribution, i decided to go on my own in July of 2017. I aspire and render Services of Once Personal Financial matter like Cash Flow Modelling, Investment Restructuring, Goal Forecasting & Investment Solutions.

About Work Experience

I have 20 Years of total work experience to my credit. I have learnt service being in Hospitality Industry for initial 3 Years of my career. Later 13 Years was with Financial Industry as an Investment Advisor where I assisted Investors from various walks (Company, LLP, Trusts & HNIs). I advised them on specific investments & goal based financial needs, created suited plans (Goal Based, Need Based, Philanthropy based) . Later 4 planned years was spent to understand how fraternity of Investment Product Manufacturers works both on mass and specific products scale. I had an opportunity to laid down first brick for Motilal Oswal AMC business at Hyderabad, worked with the company all the way to what the Company is today. My stint with Motilal fuelled my confidence to carve similar way for myself and set a path once again to redefine Investing as "no rocket science", if dealt with suitably and simply. As someone who I look upon once said “Investing is Trade-off between WHAT ONE NEED MATCHED WITH WHAT ONE CAN DO in most simplistic and understable manner”. I currently render the same morality to my clients and create personalised investments options.

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