Company Overview

A single globally-sourced trading platform with an associated suite of services that supports the entire global network. Intraday Match has 2-10 employees employees. Its website is www.intradaymatch.com. It has its headquarters in Vadodara. It belongs to the Investment Advice sector.

Job Overview

Financial Planner - Full-Time role based in Vadodara

Qualifications and Skills

• Financial Planning
• Retirement Planning
• Insurance Planning
• Estate Planning
• Mutual Fund Planning
• Education Planning
• Investment Planning

Roles and Responsibilities

• Develop personalized financial plans for clients based on their financial goals and risk tolerance.
• Provide guidance on retirement planning, including investment strategies and income projections.
• Evaluate and recommend insurance products to protect clients' assets and mitigate risks.
• Assist clients in estate planning to ensure their assets are distributed according to their wishes.
• Recommend and manage mutual fund investments based on clients' objectives.
• Create education savings plans to help clients fund their children's higher education.
• Monitor and adjust investment portfolios to align with changing market conditions and client needs.