Career as Retirement Planner

There is demand for Finance Planners and Retirement Planner in India for at least a lakh and only a few thousands available.

Retirement planning is about understanding and appreciating clients’ present needs and long-term life goals, and preparing the most appropriate retirement plan to help them achieve retirement security. Each person has unique investment planning needs and we have to recognize the need for relevant, easy-to-follow  information about the products, concepts, and services for serving clients better.
Driven by research-based advice and trust-led service, supported by up-to-date IT systems, Principal Retirement Advisors utilise the power of technology to reach clients.The Company has  developed proprietary software which evaluates every client need using a scientific method.  This has been built incorporating consumer behaviour and financial savings patterns of Indians.

We will provide you with all the support to let you focus on client needs!
Retirement Planning Platform
Knowledge Support
Marketing Support
Infrastructure Support
Transition Support
Access a wide range of investment products to help you build the right retirement solution for client needs.

Minimum qualification: Graduate in financial services
Successful track record in sales and / or franchisee development
High level of integrity
Ethical conduct
Entrepreneurial spirit
Ability to develop relationships
Strong determination to succeed
Open to learning and upgrading
Confident, adaptable and energetic

Finance services selling
aptitude for finance related diploma courses

You will have early entry advantage by becoming a Personal Financial Advisor
If  you want to become a personal finance adviser and retirement planner please contact with CV:

Contact for your planning advice:  Mukundan SN, CFA, CFP mail:
Mob:  9789098720

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