Financial Planner Executive in Chennai
14 hours ago
Key Responsibilities
- Analyze client requirements
- Gather necessary financial data
- Evaluate financial information (income, expenses, loans, insurance, and investments)
- Conduct feasibility analysis to achieve client goals
- Prepare comprehensive financial reports
- Review client portfolio at regular intervals
About Company: Holistic Investment Planners Private Limited is one of the few fee-based financial planning and wealth management companies in Chennai. We have been in this industry for the last 16 years. We do have a network of clients all over the world. We received the Best Financial Advisor Award for South India from CNBC TV 18 for the year 2012.
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