About

A financial planner is a professional who helps individuals and organizations with financial advice and planning. They work with their clients to develop a comprehensive financial plan that takes into account their financial goals, current financial situation, and risk tolerance. Financial planners can provide advice on a wide range of financial topics, including investment strategies, retirement planning, tax planning, estate planning, and insurance.

A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives. Financial planners do their work by consulting with clients to analyse their goals, risk tolerance, life or corporate stages and identify a suitable class of investments for them.

Various Paths To Follow

Path 1

  • 12th with…
  • Bachelor'…
  • PGD/ MBA …
  • Certifica…

Path 2

  • 12th with…
  • Bachelor'…
  • CA /CFP/C…

Path 3

  • 12th with…
  • B.Com in…
  • M.Com in…
  • Certifica…

Skills | Personality | Interests Required

Jobs, Future Prospects & Salaries

Future Prospect

Past Job Trends

Salary Growth In India

Min SalaryMax Salary
Entry Level3.52 Lakhs2.40 Lakhs
Middle Level2.40 Lakhs12 Lakhs
Senior Level12 Lakhs20 Lakhs

Salaries Across Globe

Famous Personalities