Financial Planner Executive in Chennai

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.

Skills Required

Feasibility Analysis