An investment professional who
provides financial planning and advice to help individuals
achieve and address a multitude of financial goals
and insurance needs
. The key function of
a Financial Advisor or planner is to help people
identify their financial planning needs, their present
priorities and the products that are most suitable
to meet their needs. A Financial Advisor normally
possesses detailed knowledge of a wide range of
financial planning tools and products, but his major
role is to help clients choose the best products
for each need.
Ideal For :
A person who is interested in the field
of Investment Advisory and management of wealth
A person who realises the importance and responsibility
of managing investments of clients
Career Development and Growth scope:
The mutual fund industry has a huge potential
in a country like India. This is just the right
time to enter into markets and to create your
market. Raising income levels, lack of other attractive
investment options, growing aggressiveness and
acceptability of new products is transforming
the savings habits of the people.
If you feel you can offer quality services and
reach out to this large section of customers,
you would do well. Over time you can increase
your man-power, resources, offices, etc and cater
to a large network of clients, who would now range
from retail to companies, co-operative societies,
firms, trusts, HNIs, NRIs, etc.
At Suvridhi ,
||Get Your Certifications
We Provide you complete training and assistance
for your Certification from AMFI (Association
of Mutual Funds in India ) – a regulatory
body. You need to appear and pass the AMFI
Mutual Funds Advisory Module Exam.
||Learn to Assess The Clients
We provide you with various case
studies to understand and analyze the
investor profile. This will help
you in understanding your requirement- investment
objective and style , risk capacity, time
horizon, etc. To Know whether the investor
are aggressive, moderate or conservative.
||Learn to Create Target Portfolios
We further help you to analyze and
hence create portfolios for your potential
clients .On the basis of the initial assessment
of the clients, you can target a portfolio
matching to it. It considers principles of
asset allocation and diversification.
||Get Researched Funds and Guidance
Our Team of Advisors get the benefit
of our special research which guides them
to choose the best perfoming and most appropriate
funds for your clients. You will gain insight
on the mix of portfolio which will suit your
clients investment style & needs.
||Get Potential Leads
Suvridhi always believes in the policy
of growing together. Once you enroll yourself
as our Advisors , our sales team will time
to time keep providing you with the propects
which can be converted into clients.
Just click on the
link to download the Suvridhi Partner Form
email us at firstname.lastname@example.org to move ahead
with the partnership !!
you have any further questions feel free to contact
033- 24864513 / 4514 / 4471 or email us at email@example.com