HNI Wealth Advisory Framework
Budget: ₹12,500 – ₹37,500 INR
I am consolidating a full-spectrum financial services desk and need an expert touch to shape the client-facing advisory side. The core of the assignment is Financial services with a sharp focus on Client handling and advisory across every wealth product I currently distribute—mutual funds, SIP, STP, SWP, AIF, PMS, and equity, hybrid, passive, cash-arbitrage and fixed-income strategies.
The platform already reaches MFD, NDS, FinTech, direct-trust and institutional channels, and I hold tie-ups with co-operative, private and public sector banks. What I now require is a scalable advisory framework that lets me serve High Net Worth, Ultra-High Net Worth and institutional mandates smoothly—essentially, all clients that walk through the door.
Key deliverables
• A detailed end-to-end client journey map from onboarding, risk profiling and suitability checks through periodic review and rebalancing.
• Model asset-allocation sheets and product-basket recommendations that match each risk profile, including workflow logic for SIP/STP/SWP execution.
• Customised reporting templates (Excel/PowerPoint/BI dashboards) that speak differently to HNI, UHNI and institutional boards yet pull data from a single source of truth.
• Compliance and governance checklist aligned to SEBI and RBI norms, ready for internal audit.
• An operating manual that my junior RM team can follow, with SOPs for query resolution, escalation and documentation storage.
I work on Microsoft 365, Google Workspace, Tally, a basic CRM and have API access to leading RTA feeds; please integrate whatever you build with these. Final hand-off is complete only when the workflows run in a live sandbox and pass a walk-through session with my team.
If this sounds like the challenge you enjoy, let’s get started—my goal is to have the framework tested and ready to roll out within the next six weeks.
The platform already reaches MFD, NDS, FinTech, direct-trust and institutional channels, and I hold tie-ups with co-operative, private and public sector banks. What I now require is a scalable advisory framework that lets me serve High Net Worth, Ultra-High Net Worth and institutional mandates smoothly—essentially, all clients that walk through the door.
Key deliverables
• A detailed end-to-end client journey map from onboarding, risk profiling and suitability checks through periodic review and rebalancing.
• Model asset-allocation sheets and product-basket recommendations that match each risk profile, including workflow logic for SIP/STP/SWP execution.
• Customised reporting templates (Excel/PowerPoint/BI dashboards) that speak differently to HNI, UHNI and institutional boards yet pull data from a single source of truth.
• Compliance and governance checklist aligned to SEBI and RBI norms, ready for internal audit.
• An operating manual that my junior RM team can follow, with SOPs for query resolution, escalation and documentation storage.
I work on Microsoft 365, Google Workspace, Tally, a basic CRM and have API access to leading RTA feeds; please integrate whatever you build with these. Final hand-off is complete only when the workflows run in a live sandbox and pass a walk-through session with my team.
If this sounds like the challenge you enjoy, let’s get started—my goal is to have the framework tested and ready to roll out within the next six weeks.