• Designing customized investment plan for the Company for long term investment based on fundamental and technical analysis by analyzing current and past financial data of the stocks in considering the macro-economic outlook of the country.• Interviewing the potential clients to define the financial status and objectives of investment, discussing financial options and formulating investment strategies.• Consulting with the clients to make them understand financial goals and risk tolerance and gather information about the clients’ specific investment objectives, whether they are seeking long-term growth, income generation, or capital preservation.• Advising the clients to evaluate the client's current financial situations (income, expenses, assets, and liabilities) to gain a comprehensive understanding of their financial position, allowing them to provide tailored investment recommendations that align with their circumstances and goals.• Conducting periodic investment reviews and re-balancing portfolios to ensure that they are on track based on modified needs and changes in markets.• Arranging to buy and sell stocks and bonds for clients.• Advising on investment schemes, sources of funds and the distribution of earnings.• Setting financial objectives, and executing plans for reaching the financial objectives.

 Developing customized investment plan for the Company for long term investment based on fundamental analysis by considering the macro-economic indicators of the country. Designing personalized investment strategies based on a client’s unique requirements and continuously monitoring the live investments. Engaging in client consultations to ensure comprehension of financial objectives and willingness to take risks, while also obtaining details regarding the clients' unique investment goals, such as pursuing long-term growth, generating income, or preserving capital. Interviewing clients in assessing their present financial circumstances, including income, expenses, assets, and debts, to develop a thorough comprehension of their overall financial standing. This enables the provision of personalized investment advice that is in line with their specific situation and aspirations. Handling the portfolios of individuals and also corporate institutions by taking into considerations the risk tolerance of the investors. Conducting periodic investment reviews and re-balancing portfolios to ensure that they are on track based on modified needs and changes in markets. Arranging to buy and sell stocks and bonds for clients. Preparing weekly report on Mutual Funds and performance of Asset Management Companies.