Financial And Investment Planning

1. About Career

Do you like saving money and investing it? Would you like to manage the money of another person? If yes, you should become a financial advisor.

A financial advisor provides specialised investment recommendations to individuals or corporate. They help clients to achieve their financial goals through investment in financial instruments like stocks, mutual funds, fixed deposits etc. An investment advisor manages the client assets. They mostly work in banks, Non-banking financial companies (NBFC) or prefer to work independently.

2. Roles and Responsibilities of a Financial And Investment Planning

• • Investment advisor considers the client's long- and short-term goals, income and expenses to give the most accurate advice.

  • Investment advisor recommends the most appropriate financial products and services to the client.

  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.

  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.

  • Analyzing information and preparing plans best suited to individual clients' requirements.

  • Completing risk analyses.

  • Researching the marketplace and providing clients with information on new and existing products and services.

  • Assisting clients to make informed decisions.

  • Researching information from various sources, including providers of financial products

  • Reviewing and responding to clients changing needs and financial circumstances.

  • Promoting and selling financial products to meet given or negotiated sales targets.

  • Producing financial reports.

  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.

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3. Key Skills Required for Financial And Investment Planning

• • Portfolio Management

  • Investment Management

  • Equity Management

  • Financial Analysis

  • Customer Relationship Management

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4. Salary and Demand for Financial And Investment Planning

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  Demand is High for Financial Advisor.

  
  


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  Salary levels are High for Financial Advisor. For fresher average salary is more than 5 Lacs.

  
  


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  Fees levels of the course is Medium. To pursue this course student need to spend 3 to 4 Lakhs.

  
  


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  Level of preparation for Financial Advisor is Medium. Students spend 1 Year. to prepare for entrance test of Financial Advisor.

  
  
  
   

Industry Demand