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

 

also read

AIPMT on May 3, here is how last year's toppers nailed it

blog comments powered by Disqus