- Advising clients on investment planning and strategies
- Preparing reports and presentations for investor awareness
- Acquiring new clients to increase asset under advisory
- Educating potential clients regarding the various services offered by the firm
- Help in creating content for social media marketing
Years of misselling has created a high trust deficit in the investment management space and there is a demand for trustworthy advisors.
There are a few very good Relationship Managers/Wealth Managers who feel bad about not recommending the most suitable investments due to the pressure of meeting commission targets and who feel suffocated in the traditional banking/distribution system. Truemind Capital welcomes such RMs/WMs to become a part of our team.
We do not earn commissions from recommended investment products and charge fees for value-added services to our clients.
RMs/WMs who would like to move from distribution to SEBI RIA for a brighter future should apply here.
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