A financial advisor counsels clients on wealth management, investments, and financial planning. They analyze a client's financial health, build tailored investment portfolios to meet long-term goals (like retirement), and recommend strategies to minimize taxes, manage debt.
The core functions a financial adviser performs include:
Investment Management
Retirement Planning
Tax Planning
Goal Setting & Budgeting
Estate Planning
Pay: ₹20,000.00 - ₹40,000.00 per month
Work Location: In person