Chartered Wealth Manager

Chartered Wealth Manager

NCS Code: 2412.0200

A Chartered Wealth Manager helps individuals manage their wealth, investments, and financial planning. They advise clients on stocks, mutual funds, insurance, and retirement planning. They work with banks, financial firms, and private clients to grow and protect wealth.

SKILLS REQUIRED

• Strong Analytical Skills 

• Financial and Investment Knowledge 

• Communication and Client Handling Skills 

• Problem-Solving Skills 

• Decision-Making Skills 

• Risk Management Skills 

• Trustworthiness and Ethics

SUCCESS STORY

Mohit Kotian grew up in a humble family in Pangala, Karnataka. In school, he was a natural leader in sports and student groups. After beginning his career in Human Resources, he made a significant decision to pursue his passion for finance. Today, he is a top chartered wealth manager in Bengaluru, having successfully transformed his career by earning his wealth management licence.

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