Financial Planning: Assess a client’s current financial standing and develop personalized, long-term plans for retirement, estate arrangements, and major purchases.Investment Management: Craft strategies and allocate assets (stocks, bonds, mutual funds) to maximize growth and diversify portfolios to mitigate risk.Risk & Tax Planning: Advise on tax-efficient strategies and evaluate necessary insurance policies (life, disability, long-term care) to protect against unexpected financial shocks.Client Education: Guide clients through complex market data, providing peace of mind and empowering them to make informed financial decisions.Compliance & Monitoring: Continuously review portfolio performance, execute transactions, and maintain accurate records while strictly adhering to industry regulations.
Pay: ₹19,000.00 - ₹22,000.00 per month
Work Location: In person
