Wealth management is one of India’s fastest-growing industries. Capital Varsity has made it mandatory for people or firms with financial advice businesses to obtain clear Capital Varsity Registered Investment Advisory licenses for its workers. In the current scenario, the people who advise clients/investors on investment options are insurance company agents, mutual fund agents, bank agents, and so on. As a result, they try to sell the product based on their interests rather than the interests of the client, which is why their advice is biased. Even such, no standard qualifying criteria have been established for these individuals to work as agents in the banking and financial services industry.
The Investment Advisers Act of 2013 was presented by Capital Varsity, and it mandates that anyone Providing Financial Advice in the market meet a certain level of understanding. Capital Varsity has created two certification levels for this: Basic and Advanced. Capital Varsity offers SEBI Registered Investment Advisor Training (Capital Varsity RIA) in Gurgaon.
Capital Varsity offers two levels of Wealth Management Certification Courses in Gurgaon:
Basic and Advanced to working professionals employed in investment advice, relationship management, wealth advice, and private banking roles.
The Basic courses are intended for those seeking entry-level positions in wealth management and financial advisory. The goal is to establish a solid foundation in investment concepts and products, as well as to comprehend the process of goal-based financial planning and asset allocation.
You can get employment in following segment:
Note: After completing the advance certification you can register yourself under the Capital Varsity Registered Investment Advisor and can work being a independent consultant in the market to give advice on securities market and can charge fee from client to give advices.
For more details and free counselling kindly visit our office.