Clients’ money is your responsibility

  • HT Education Correspondent, Hindustan Times, New Delhi
  • Updated: Jun 04, 2014 11:48 IST

Investment advisers are ­qualified finance ­professionals who provide advice to ­corporate and individual clients. They assist clients in raising ­capital such as private equity, debt syndication, venture capital, venture debt and structured debt etc.

The work involves a ­thorough understanding of the ­client’s business in terms of its growth ­potential, ­profitability, ­competitive ­landscape, strengths and ­challenges of the management team.

To become an investment ­advisor, it is essential to clear the Association of Mutual Funds of India certification test. A ­certified financial ­planner ­certification would be an exceptional ­qualification. To become a corporate ­investment adviser, graduation/postgraduation with ­specialisation in finance is a must.

Managing funds
Strong analytical ­capabilities and good ­understanding of financial statements is essential

Rs. I take home
Rs. 20,000 per month

I love my job because...
Excellent remuneration and job satisfaction

Expert gyan
An investment adviser has a major impact on the life of his client, who thrusts responsibility on him, leaving limited scope for error of judgment

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