Contents
Financial Investment advisors- Analysis of finance investor’s psychology
- Reasons of poor response of individuals in last 2 years
- Comparative analysis of processes followed by other financial consultants
- Documentation required to be maintained by individual clients
- Changing perception about professional approach in advising the client
- Other services which could be offered to attract new financial investors
- Challenges face in the finance service sector and strategies to be followed for the same
- Examples of successful financial consultants
- Conclusion on finance consulting
- List of finance consultancy References
Description
This paper provides solution to the following assignment description –
You are into the practice of Financial Consultancy for last two years. A number of prospective individual investors approach you for investment advice & consultancy. However, very few of them get converted into actual investors. You are analyzing the reasons for such lukewarm response of the individuals. You want to expand the client base with a view to become a well known Investment Advisor & Financial Consultant in next 2 years.
You are required to carry out a SWOT Analysis covering the following aspects:
1. Analysis of investors’ psychology.
2. Reasons for poor response of individuals in last 2 years.
3. Comparative Analysis of Processes followed by other Financial Consultants.
4. Documentation required to be maintained for individual client (Confidential Client Profile).
5. Comment on what is your perception about Professional Approach in advising the client regarding Personal Financial Planning and maintaining Investment Portfolio.
6. Other services which could be offered to attract the new investors.
7. Challenges faced in this service sector & strategies to be adopted to face the same.
8. Give examples of 2 successful Financial Consultants that you know, and also throw light on the factors responsible for their success story.
Profile).
