Financial Planner Executive in Chennai

16 years

0 Lacs

chennai tamil nadu india

Posted:1 month ago| Platform: Linkedin logo

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Skills Required

analyze analysis portfolio planning management network

Work Mode

On-site

Job Type

Full Time

Job Description

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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