Personal Financial Advisor Course

व्यक्तिगत वित्तीय सलाहकार 

Personal Financial Advisor Course

Eligibility Criteria :
A Bachelor's Degree is required for a Career as a Financial Advisor. Majors in Finance, Economics, Business, Statistics or similar fields are acceptable. Financial advisors can be Generalists, or they may Specialize in one of several areas, including Mutual Funds, RD, FD, Retirement, Taxes, Estate Planning and Wealth Management.

Age : Females Between Age of 21 Years to 35 Years Only

Duration: 3 Months  [ 3 /4 Days a Week ]

o   Mutual Funds
o   RD
o   FD
o   Home Loan
o   Loan Against Property ( LAP )
o   OD/ CC Limits
o   Plot Purchase + Construction
o   Loan without MAP Property
o   Khasra wali Property
o   Basement Property
o   Loan against Industrial Property
o   Loan against Vacant Land
o   CIBIL Problem
o   Poor Banking
o   No Income Tax Return
o   Loan from  Banks 
• Mediclaim
• Car Loan on new and used Cars
o Educational Loan



1. Simplifying Financial Planning Process for FinTech eCommerce
2. Managing Customer relationships   for FinTech  eCommerce customers
3. Support in   Projects for FinTech  eCommerce 
• Financial Planning
• Portfolio Reviews and rebalancing
• Estate Planning
• Retirement Planning
• Asset Allocation and Re-balancing
• SIP Planning 
• Mutual Funds / Insurance Planning

Fees :  Rs. 35,000 Plus GST 
[ Installment 20000 + 10000 + 10000 ] 

Contact :
info@Fintech-Start-Up.com
9826008899
9977513452
www.Fintech-Start-Up.com




Payments : 

Join  Google Pay, a payments app by Google. Enter our Code ( 59wc92 
and then make a payment. We'll each get ₹51!

Click here


Enter   Code   59wc92





व्यक्तिगत वित्तीय सलाहकार 


पाठ्यक्रम पात्रता मापदंड : एक वित्तीय सलाहकार के रूप में कैरियर के लिए स्नातक की डिग्री आवश्यक है। फाइनेंस, इकोनॉमिक्स, बिजनेस, स्टेटिस्टिक्स या इसी तरह के फील्ड में मेजर्स स्वीकार्य हैं। वित्तीय सलाहकार जनरलिस्ट हो सकते हैं, या वे कई क्षेत्रों में विशेष कर सकते हैं, जिनमें म्यूचुअल फंड, आरडी, एफडी, रिटायरमेंट, टैक्स, एस्टेट प्लानिंग और वेल्थ मैनेजमेंट शामिल हैं।

 आयु: 21 वर्ष से 35 वर्ष के बीच की महिलाएँ
 अवधि: 3 महीने [3/4 सप्ताह एक सप्ताह]

 o म्यूचुअल फंड ओ आरडी ओ एफडी
 o होम लोन संपत्ति के खिलाफ ऋण (एलएपी)
 o OD / CC सीमाएँ ओ प्लॉट खरीद + निर्माण
 o MAP संपत्ति के बिना ऋण o खसरा वाली संपत्ति
 o तहखाने की संपत्ति औद्योगिक संपत्ति के खिलाफ ऋण
 o CIBIL समस्या ओ गरीब बैंकिंग ओ नो इनकम टैक्स रिटर्न
 o बैंकों से ऋण
 • मेडिक्लेम
 • नए और प्रयुक्त कारों पर कार ऋण

 o शैक्षिक  शुल्क:  रु। 35,000 Plus  जीएसटी
 [किस्त २०००० + १०००० + १००००]



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4 comments:

  1. The Personal Financial Advisor Course provides a three-month training program focused on practical financial services and customer support. The curriculum covers areas such as mutual funds, recurring and fixed deposits, home loans, property-backed lending, vehicle and educational loans, insurance, CIBIL-related issues, and financial planning. It also introduces portfolio reviews, retirement planning, asset allocation, SIP planning, and mutual fund or insurance planning.

    The course emphasizes practical knowledge and structured learning across several financial products and planning activities. While the primary focus is finance, learners can also benefit from developing complementary technology skills for working with digital financial platforms and data-driven processes. A Python Online Course can help build programming fundamentals that may support future work involving financial data and automation.

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  2. The FinTech eCommerce component also highlights customer relationship management, financial planning, portfolio reviews, and project support. As financial services increasingly use digital platforms, understanding programming and web technologies can provide useful additional skills for professionals working with technology-enabled financial services. A Javascript Online Course can help learners develop practical skills for building interactive web applications and digital interfaces.

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  3. Overall, the course combines financial products with practical planning and customer-oriented activities, giving participants exposure to several areas of personal finance and FinTech operations. Learners interested in expanding their technical knowledge alongside financial topics can also explore Python Training for additional programming concepts, tools, and frameworks.

    ReplyDelete