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