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Wealth Management




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Wealth Management is an area of investment consulting that incorporates all available financial resources to meet the needs of wealthy investors. It is a consultative mechanism by which the consultant collects information about the client's desires and tailors a particular plan using relevant financial products and services. A wealth management consultant or wealth manager is a type of financial advisor who uses the variety of financial disciplines available, such as legal or estate planning, financial and investment advice and retirement planning, accounting and tax services to manage the wealth of an affluent client at a fixed fee.

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Current position

Journalist, communist & editor for Hindustan Times, DNA & Nat Geo Traveler. She's covered stories from travel start-ups, communities, gentrification, gender issues, and human rights.


Career prospects & criteria 

Understand the prospects within the career & the education & other skills you need to make it. 


Educational Qualifications

  • BCom

  • BBA

  • MBA Finance

  • Master of Finance

What you need to get started

  • +2 years experience in finance and planning industry

  • Experience in end to end functional testing

  • NCFM/NISM Certification is an added advantage

  • Good exposure to Estimation, Planning, Task assignment, Tracking, and reporting

Soft Skills

  • Financial inclination

  • Analytical mindset 

  • Far-sightedness

  • Risk Management

  • Problem-Solving Skills

  • Organizational ability

  • Meticulous Planner

  • Good Communicator 

  • Empathic

  • Vigilant

  • Attentive to Details 

Technical Skills

  • Microsoft Office

  • Powerpoint presentation


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