Para Planner - Financial Planning

Company Description

CAGRwealth is a fee only investment advisory practice, based out of Mumbai, catering to clients pan India. We specialize in full scale Financial Planning services (Goal based investing, Retirement Planning, Goal funding, Goal Scenarios and so on) and also manage direct equity portfolio advisory services.

Role Description

This is a full-time on-site role for a Para Planner at CAGRwealth in Mumbai. The role would entail working on building new plans for clients and reviewing existing plans to make changes.

Location: Wadala East - Mumbai

Type: Full Time - In Office

Responsibilities

a) Work alongside the Lead Financial Planner in preparing and executing end-to-end financial plans

b) Gather, organise and analyse client financial data (income, expenses, assets, liabilities, insurance, investments)

c) Assist in buildin...