Personal Financial Advisor Course

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.

Personal Financial Advisor Course
Eligibility Criteria :
Age : Females Between Age of 21 Years to 35 Years Only
Duration: 3 Months  [ 3 /4 Days a Week ]

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 :

o   KYC
o   Account
o   Deposits
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

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