M. Guru Pirabha

About M. Guru Pirabha

Most adults wish someone had taught them about money when they were young. Not…

Experience

1. Wealth Manager

   Iquantsgraph

   Aug 2024 — Present · Coimbatore, IN

   1.Conduct a financial planning interview with clients to find out their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed for planning.2.Assist clients in understanding financial plans and strategies by answering their questions.3.Make recommendations to clients regarding cash management, investment planning, insurance coverage, or other financial goals.4.Determine strategies to meet clients\' financial objectives based on financial information obtained from clients.5.Educate clients about financial planning or refer them to specialists who can assist them in implementing the plan.6.A regular review of clients\' accounts and plans is necessary to determine whether changes in life situations, economic changes, environmental concerns, or financial performance call for a reassessment of the plan.7.Provide ongoing management of client portfolios and clients\' plans.8.Ensure that clients\' financial status is updated periodically.9.Identify and interpret for clients information such as investment performance reports, financial statement summaries, or income forecasts.10.Retain and recruit clients.11.Explain to clients the personal financial advisor\'s responsibilities and the types of services to be provided.12.Investigate available investment opportunities to determine compatibility with client financial plans.