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Financial Planning

Holistic investment planners pvt ltd
0 to 2 Years
Chennai(Teynampet )
10,000 - 12,000 Per Month
Job is expired
Posted on 13 Feb 19
Job DescriptionLast Date 31 Mar 19

Key Skills:- Good Communication in English / Computer  Knowledge / Typing

Job Description:- 

  • Analyzing Client Requirements.
  • Collecting required Financial Data.
  • Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).
  • Creating feasible Scenario.
  • Preparation of Financial Reports.
  • Portfolio Review of Client at Regular Intervals.
Working Days:- Monday to Saturday
Working Hours:- 9.30 A.M. - 6.00 P.M.
Financial Service
Job Role

Job Type

Interview Type

Written-test, Face to Face Interview

Functional Area
Company Description
We are Financial Planners and Wealth Managers to Business Owners, Corporate Executives, NRIs and professionals from Medicine, Engineering, IT, etc. Holistic Investment Planners has got its prominent presence for more than a decade.We do have a network of clients all over the world. We received the Best Financial Advisor Award for South India from CNBC TV18 for the year 2012.Our 360-degree wealth management approach helps our clients avoid costly mistakes, manage risk, save time, and improve their overall financial investment results.