Is Investment Advisor actually your fit?

A 15-minute focused check — only the assessments that actually predict success in this role. No fluff, no full battery.

Role you're checking

Investment Advisor

Finance

SEBI-Registered Investment Advisers (RIAs) operate under a strict fee-only, fiduciary model — they charge clients directly and cannot earn commissions from product manufacturers, unlike mutual fund distributors or insurance agents. Day-to-day work is goal-based financial planning: mapping client goals (retirement, child education, home purchase) to asset allocation across equity, debt, gold, REITs, and InvITs; constructing direct-plan MF portfolios; reviewing life and health insurance adequacy; coordinating with CAs on LTCG/STCG tax planning; and filing SEBI compliance reports quarterly. India's RIA ecosystem includes fee-only boutiques like Capitalmind Premium, FinEdge, Wealth Café, and Mosaic Wealth, plus thousands of solo practitioners registered via SEBI's Individual RIA track.

What you'll do

1
Career Interests
7 min
Tells us if the day-to-day activities of this role energize you.
2
Personality Profile
8 min
Reveals whether the working style this role demands fits how you naturally show up.

What you'll get — free

A clear fit verdict for Investment Advisor — strong, good, worth exploring, or stretch.
The 2-3 reasons it fits (or doesn't), based on what this role actually demands.
An honest signal on whether to keep exploring this path or look elsewhere.

Start fit check (15 min)Back to Investment Advisor

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Is Investment Advisor actually your fit?

Investment Advisor

Career Interests

Personality Profile