Personal Financial Advisor

 Personal Financial advisor for upper middle class Income group ranging between 15laksh to 35lakhs per annum. Duties Meet with clients in person to discuss their financial goals Explain the types of financial services they provide to potential clients Educate clients and answer questions about investment options and potential risks Recommend investments to clients or select investments on their behalf Help clients plan for specific circumstances, such as education expenses or retirement Monitor clients’ accounts and determine if changes are needed to improve financial performance or to accommodate life changes, such as getting married or having children Research investment opportunities. Licenses, Certifications, and Registrations Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses,