Certified Financial Planner

Certified Financial Planner

Wealth & Investment Advisory:

1. Develop customized financial plans aligned with clients' life goals, liquidity needs, and risk profiles

2. Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity

3. Support in asset allocation, portfolio rebalancing, and wealth performance reporting

Financial Planning & Cash Flow Management:

1. Create and manage comprehensive plans covering retirement planning, education funding, lifestyle budgeting, and liquidity events (business exits, inheritance)

Estate & Succession Planning:

1. Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks

2. Advise clients on inter-generational transfer strategies and asset titling

Family Governance & Advisory:

1. Support clients in building family charters, investment committees, and governance protocols

2. Facilitate family meetings, strategy workshops, and philanthropic planning

Client Management & Reporting:

1. Track and report portfolio performance, financial goal alignment, and compliance requirements

2. Interface with investment managers, tax advisors, and legal professionals as needed

Qualifications:

1. Certified Financial Planner (CFP) credential is mandatory