Plantrich Consultancy LLP

Mumbai – 05/02/2024

Job Title

Senior Financial Planner

Job Location – Mumbai

Company Profile – PLANTRICH CONSULTANCY LLP Is a Leading Private Financial Planning & Wealth Management Firm. PLANTRICH, allows its clients to do what they are best at; Pursuing hopes, making money and living the life of their dreams and WE DO THE REST! Most of our client’s initially took their finances very lightly but after meeting us they realized that they can’t work for lifetime but can surely put their money to work for them for lifetime.

Job Description:

The scope of work will include the following :-

  • Evaluate clients financial profile (e.g. income, expense, assets, liabilities, Goals, Risk Appetite)
  • Making the complete comprehensive financial and investment plan independently
  • Examine and suggest financial opportunities. (e.g. equity investments, debt investments, insurance planning etc)
  • Develop sound plans and budgets for clients.
  • Customizing financial plans according to clients changing needs.
  • Help clients implement their plans and carry out transactions.
  • Doing timely portfolio review /financial plan review
  • Build strong relationships with clients.
  • Maintain updated knowledge of regulations, practices and financial products.

Desired qualifications & Skill Required:

  • BCom , MBA Finance.
  • Financial Planning / Wealth management Experience of 2+ Year
  • Sound Communication Skill both written / oral
  • Sound Knowledge of Excel, Power point, word
  • Additional Qualification CFP / CWM / QPFP


As per Industry Standards (To be discussed with selected candidates)

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