Finoviser Financial Services LLP
http://www.finoviserfinancial.comAbout
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- Analyse client’s financial status (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investment strategies)
- Develop sound financial plan and budgets for clients according to their changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices and financial products.
- Ability to do gap analysis and designing counter action plan (if needed)
- Periodic review with the client on his report as per set plan
- Portfolio rebalancing
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The Wissen Group was founded in the year 2000. Wissen Technology, a part of Wissen Group, was established in the year 2015. Wissen Technology is a specialized technology company that delivers high-end consulting for organizations in the Banking & Finance, Telecom, and Healthcare domains.
With offices in US, India, UK, Australia, Mexico, and Canada, we offer an array of services including Application Development, Artificial Intelligence & Machine Learning, Big Data & Analytics, Visualization & Business Intelligence, Robotic Process Automation, Cloud, Mobility, Agile & DevOps, Quality Assurance & Test Automation.
Leveraging our multi-site operations in the USA and India and availability of world-class infrastructure, we offer a combination of on-site, off-site and offshore service models. Our technical competencies, proactive management approach, proven methodologies, committed support and the ability to quickly react to urgent needs make us a valued partner for any kind of Digital Enablement Services, Managed Services, or Business Services.
We believe that the technology and thought leadership that we command in the industry is the direct result of the kind of people we have been able to attract, to form this organization (you are one of them!).
Our workforce consists of 1000+ highly skilled professionals, with leadership and senior management executives who have graduated from Ivy League Universities like MIT, Wharton, IITs, IIMs, and BITS and with rich work experience in some of the biggest companies in the world.
Wissen Technology has been certified as a Great Place to Work®. The technology and thought leadership that the company commands in the industry is the direct result of the kind of people Wissen has been able to attract. Wissen is committed to providing them the best possible opportunities and careers, which extends to providing the best possible experience and value to our clients.
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