Financial Advisory Made Easy: A Quick Guide to Capital Markets, Asset Classes, Mutual Funds, Insurance & Advisory-based Sales

The book introduces you to the fascinating world of capital markets and investments in the most lucid and engrossing way. It covers asset classes, mutual funds, insurance, tax saving instruments, technology, advisory-based selling techniques, and others. You will find the book a little different from other books of its genre, as it comes with a practical orientation with tons of interesting examples. Moreover, the concepts have been explained in short, simple, and easy to understand language with some cool fun elements to make your learning enjoyable. Once you finish reading the book, you will have a much better understanding of the financial markets and advisory-based sales and how to use the various elements for the benefit of your clients.

The author, Sundar G, is a banker by profession having worked for MNC banks in India in leadership roles. He has worked extensively as a Relationship Manager and Investment Counselor and this resource reflects his knowledge, experience, and expertise. He is an author of many bestseller books and a faculty for BFSI in many leading institutions.

HOW DOES THE BOOK HELP YOU?

In today’s highly competitive world, banks and financial organizations are looking to offer a full spectrum of financial products and services to their clients, and to achieve this objective, they are hiring people with good understanding of financial markets and advisory services. Advisory-based selling, therefore, is fast emerging as one of the most sought-after skills in today’s marketplaces. If you have these skills, the chances of you getting hired can go up by several notches. That apart, these skills also help create self-employment opportunities for people wanting to start their own advisory business.

WHO IS IT MEANT FOR?

The book is ideal for:

□ Bank job aspirants, campus hires, relationship managers and existing bankers in sales or business roles

□ Client-facing employees working in NBFCs, financial institutions, brokerages, wealth management boutique firms and mutual funds

□ Independent financial advisors

□ And just for anyone keen to know about managing finances and investments