
Financial Advisor
2 days ago
We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team.
**who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes**
**who understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITs**
- **Goal Based Financial Planning** : Prepare ‘Comprehensive’ Plans for clients based on: Risk Appetite, Time Horizon, Goal Priority & Dependents
- **Investment Advisory Portfolio** : Recommended portfolio’s based on Asset Allocation Model, based on
- Risk, Time & Liquidity
- **Income Tax : Mutual Funds, Real Estate, FD’s, Insurance & Equities & Risk**: Help incorporate these aspects in to a family’s Investment, Financial & Retirement Plan
- **Monitor & Report Client Portfolios** : Actively Monitor client portfolio’s to ensure progress as planned & provide monthly Portfolio Report
Pay: ₹27,500.00 - ₹42,500.00 per month
**Experience**:
- Financial services: 1 year (required)
Work Location: In person
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Financial Advisor
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Sadashivanagar, India Your Personal CFO Full timeWe are looking for a disciplined Associate who will grow & become the Backbone of our Research Team. who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes who understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITs Job Description: Goal Based Financial...
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Financial Advisor
2 days ago
Sadashivanagar, Bengaluru, Karnataka, India Your Personal CFO Full time ₹ 84,000 - ₹ 5,04,000 per yearWe are looking for a disciplined Associate who will grow & become the Backbone of our Research Team.who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Noteswho understands: Personal Income Tax, Nuances of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITsJob Description:Goal Based Financial...
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