Abhishek Kumar, SEBI RIA

Co-Founder

New Delhi, Delhi, India20 yrs 4 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of SahajMoney® focused on financial independence.
  • Expert in transforming financial perspectives for clients.
  • SEBI-Registered Investment Adviser with a unique approach.
Stackforce AI infers this person is a Fintech expert specializing in investment advisory and financial planning.

Contact

Skills

Core Skills

Investment Advisory ServicesFinancial Planning

Other Skills

ERPSAP R/3Business ProcessBusiness AnalysisRequirements AnalysisSolution ArchitectureManagement ConsultingBusiness StrategySoftware Project ManagementSAP ImplementationIT StrategyManagementStrategyConsultingTeam Management

About

I’m a SEBI-Registered Investment Adviser (INA100008045) with an MBA from IIM Bangalore, but more importantly, I’m someone who’s walked the talk on financial independence. Back in 2017, I reached my own financial freedom milestone-not by chasing wealth for its own sake, but by redefining my relationship with money. Instead of retiring early, I founded SahajMoney® to help others experience the same transformation. My journey taught me that money should be a tool that serves your values, not the other way around. At SahajMoney®, we do things differently. While most advisors push products, I offer perspective. Our transparent, fixed-fee model removes the conflicts of interest that come with commissions and hidden agendas-so our conversations are always about your goals, not someone else’s sales targets. As a SEBI RIA, we are accountable for every advice we provide to our clients after a thorough, personalised analysis of your financial situation - unlike AI tools, our advice comes with real responsibility and regulatory oversight you can trust I specialise in guiding people through life’s pivotal financial moments: - Building resilience for life’s unexpected twists - Navigating career transitions that change your income landscape - Crafting retirement plans that secure your future without sacrificing today’s joy My clients don’t measure success by portfolio size alone. Together, we: - Transform money from a master into a tool for living well - Turn financial disagreements into shared visions for couples - Find balance between growing wealth and enjoying the present - Share practical financial wisdom through media and workshops, making good advice accessible to all Having achieved financial independence myself, I know the real question isn’t “How much is enough?” but “What is money for?” My mission is to help you answer that for yourself-and build a financial life that supports your unique values and dreams. You’ll also find me sharing insights in leading financial media, breaking down complex concepts so anyone can take charge of their financial future. If you’re ready to make your money work for you-not the other way around-let’s connect at : www.sahajmoney.com/book

Experience

Sahajmoney®

Founder & Chief Investment Advisor - SahajMoney®

Jan 2017Present · 9 yrs 3 mos · Delhi, India · Remote

  • I help you in saving 26% more in 30 years by giving honest, simple and personal financial advice.
Financial PlanningInvestment Advisory Services

Dell

Project Program Management Sr. Advisor

Apr 2014Jan 2017 · 2 yrs 9 mos · Bangalore

  • Improved supplier base, cost savings and contingent labor headcount rationalization

Accenture

System Analyst

Aug 2012Feb 2013 · 6 mos · Gurgaon, India

  • Provided consulting to retail clients to migrate from legacy applications to ERP applications

Ibm

2 roles

Senior Application Consultant

Oct 2010Jul 2012 · 1 yr 9 mos

  • Led and developed custom application for inventory management of promotional goods

Senior Application Consultant

Nov 2008Sep 2010 · 1 yr 10 mos

  • Led application development for largest US based home improvement retailer

Intelligroup

Senior Consultant-SCM

Jul 2008Oct 2008 · 3 mos · Hyderabad Area, India

  • Spearheaded bidding for SAP® ERP projects along with developing retail consulting capability

Welspun india ltd

Category Manager

Jun 2006Jun 2008 · 2 yrs · Mumbai Area, India

  • Introduced new products and rationalize price points, leading to increased category revenue by 30%

O.c.crochet ltd.

Asst. Merchandiser

Jun 2002Jun 2004 · 2 yrs · Gurgaon, India

  • Set up North India’s first crochet manufacturing unit through a greenfield investment

Education

Indian Institute of Management Bangalore

Master of Business Administration (MBA) — Finance

Jan 2013Jan 2014

National Institute of Securities Markets (NISM)

Postgraduate Degree — Investment Advisory

Jun 2023Dec 2024

National Institute of Fashion Technology

PG(FT)

Jan 2004Jan 2006

Dr B R Ambedkar National Institute of Technology, Jalandhar

B. Tech

Jan 1998Jan 2002

Model School, Port Blair

Jan 1993Jan 1997

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