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Financial advising being a comparatively new field in India, the demand -supply curve is not appropriate. Supply is being lesser than demand. Forecast says that there will be a huge requirement of professionals in the near future. Unlike any other profession like medical or engineering, a certified financial planner is supposed to have a concrete knowledge in both personal and corporate financial aspects. Aspirants from various fields might be recognized as financial advisors like- chartered accountants, MBA (finance), fund managers and company secretaries. Suggesting on tax savings and other forced savings is a great role of financial advisors.
Career Prospects For A Financial Advisor
It’s often seen that the pioneering time taken by a professional is a bit long. This might arise some frustration since no person would like to take the risk of entrusting on an inexperienced advisor. It’s better to be employed in some organization for some time and then go for crème clients. The main job of a financial advisor is sketching out financial goals. Let’s have a look at the various positions financial advisors could be absorbed in.
Apart from a regular job, there are some ‘out of the box’ career scopes for financial consultants.
Being a certified financial planner has a lot of advantages
A financial planner of any level needs to have the following traits
It’s vital to know candidates of which profession specialize in specific fields
Financial advisors have the most promising future. There are ample scopes with companies as well as individuals. There is no single individual who does not want to know about tax savings and good investment plans. In fact, this is the profession which has no retirement or an establishment cost.
Career Guide to 3000+ students till date
Have been conducting career guidance workshops in 30 schools in Mumbai, Pune, Panchgani, Nasik and Goa for the past 5
Have engaged with approx. 3,000 students both collectively in groups as well as individually for various programs
Deep knowledge of various career options available and the course details
Handled more than 5000 career queries on email over the last 5 years
Commerce Graduate and an MBA in Finance from IIM Indore
Founder - ReInventions (Professional Banker, Career & Image Coach
Reena Saxena comes with 25+ years experience in the BFSI sector.
She holds a MMS(Finance) from Symbiosis Institute of Business Management, Pune and professional certifications in Banking, Coaching and Training.
She has switched careers to being a Career & Financial Coach, through her initiatives ReInventions. and MoneyGoalz.
Founder And Director At Canvas Career
Mr. Prathamesh is a Certified Career Consultant by Psytech International (bps) UK and is also a Certified Trainer for Life Skills; he is pursuing Narrative Therapy from Adelaide, Australia. He has been in to career counseling for more than 8 years now he practices MINDFULNESS psychotherapy with students. He possesses vast experience in teaching and career counseling. Currently he is associated with FUEL NGO. He had counseled over laces of students and is a founder director of Canvas Career Consultancy, committed to conduct Psychometric assessments for students and do career counseling by making them aware about new career avenues
Counselor at Adaptive Minds
Mrs. Meghna is a Postgraduate in clinical Psychology. She had been a part of several workshops related to Personality Enhancement, Counseling, Child and Adolescent Psychiatry, Therapy, Hypnosis for self Healing etc. She works at Adaptive Mind as freelance counselor and had worked as an executive counselor at Growth Centre, School Counselor at Billabong High International School, Sri Sri Ravi Shankar Vidya mandir. Her areas of expertise include Human Resources Management with Clinical Psychology. Currently working as a Brain mapping analyst
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