Financial Planner Executive in Chennai

11 hours ago


Chennai, Tamil Nadu, India Holisticinvestment Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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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