Shailendra Kumar

Shailendra Kumar, Co-Founder and Head of Sales & Marketing at FinAtoZ, brings over 17 years of experience in sales and delivery of complex projects within the embedded mobile domain. An alumnus of IIT Roorkee with a B.E. in Electronics and a certification in Financial Markets from Yale University (US), Shailendra combines strong technical expertise with entrepreneurial drive. His vision is to build a process-driven, scalable financial advisory firm that leverages technology to deliver affordable and high-quality financial advice to the masses.

At FinAtoZ, Shailendra and his team follow a structured three-step approach—Plan, Invest, and Track. They craft personalized financial plans aligned with clients’ life goals, implement smart investment strategies across asset classes like mutual funds, PMS, real estate, and alternative products, and continuously track and rebalance portfolios based on market conditions and evolving client needs. Their proprietary 5P Research Process ensures rigorous product selection, offering clients transparency, discipline, and consistency.

Dedicated to holistic financial planning, FinAtoZ supports clients with goal-setting, insurance protection, tax efficiency, and estate planning. With technology-driven tools, consolidated portfolio views, and unbiased advisory, the firm stands out as a trusted partner for long-term wealth creation. Shailendra’s belief in combining innovation with financial expertise drives FinAtoZ’s mission of empowering individuals and families to achieve financial security and freedom.