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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 for clients
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 to move ahead with the partnership !!

If you have any further questions feel free to contact us at
033- 24864513 / 4514 / 4471 or email us at

Shree Balaji Sadan , 14, S.P.Mukherjee Road (Near Bharti Cinema), Kolkata - 700025 || Phones : 91 33 2486 9800 - 9805 || Email :
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