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Who is a Investor?
"The individual investor should act consistently as an investor and not as a speculator." — Ben Graham
When we hear the word, Investor, we think immediately about investment or the person who invests. An Investor is a professional who invests money or part of their money in a particular account, business, or another financial asset for long-term financial gain. There are two main types of investors such as institutional investors and individual investors.
Institutional investors invest in large companies and organisations, while retail investors invest based on their preferences, choices, and funds. Investing money to develop long-term wealth is an advantage and will also help to build your income. Investors manage funds, analyse the market trend and plan when and where to invest. In this article, we will look at how to become an Investor or how to become an Investor in India.
Investor in a Nutshell
Investors are responsible for investing money or funds either in a specific account, financial assets, or business ventures. Investors achieve various financial instruments to get returns on their goals such as building retirement funds, college education funding, or adding wealth. Their set goals include stocks, commodities, mutual funds, foreign exchange, bonds, gold, silver, real estate, and retirement plans. They analyse strategies to minimise the risk of the investment.
Quick Facts for Investor
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Industry
Finance
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Average Salary in India
₹65000
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Suitable for
Male, Female
Investor career is open for all types of genders in India. You can pursue this profession whether male, female or a different gender. This career provides equal opportunities for every gender and there is no barrier in this career.
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Any special needs
Yes
Candidates with physical disabilities can pursue this career as an Investor. This position is suitable for everyone including individuals with special needs. It depends completely on the capability of an individual and the employer. Hence Investors job is a desk job it is suitable for everyone.
Table of Contents for Investor
What is the role of Investor?
Investors help organisations or individuals manage risk investment. He or she makes use of various financial instruments to earn their returns and to gain their financial goals. Investors choose between a growth strategy and a value strategy. They continuously strive to lower the risks associated with their investments or the company’s. They carry out research and keep themselves updated with market trends.
There are types of investors such as pre-investors, passive investors, angel investors, and active investors that we will discuss in the next steps. Investors create income by investing capital in stocks or debt. He or she generates returns by either equity investment, debt investment, or both.
Inform and Educate
An Investor on a regular basis by checking sales literature, prospectuses, and any other documents related to their client's investments. He or she provides KYC and related documents. They read and observe the investment documents carefully before making any commitments.
Coordination
Investors work with the corporate Governance committee for shareholder enforcement activities and help to communicate between the Board and shareholders. They ensure the records of the shareholders are aligned properly and updated. They also make sure the general assembly meetings are taking place according to the current legislation.
Risk-free investment
Investors provide accurate information about individuals' financial status and investment goals and investments that are risk-free. They keep themselves updated about the market trends and changes and update the documents according to the change. They review portfolio holdings on a regular basis and make changes when it gets change according to the investment performance and objectives at current.
Types of a Investor
Here are some of the types of Investor or investor career options.
Investment Advisor: An investment advisor is a professional who helps individuals and corporations to meet their long-term financial goals. They help them to manage their finances by developing plans like future investments, paying off debt, and cutting down on expenses. They manage relations, supervise, look after the sales work, collect data and manage files, and plan tax and investment.
Investment Banker: An Investment Banker is a professional who is responsible for generating capital for companies, governments, and other entities. They support their clients in raising funds in capital markets either by selling the equity or by issuing the debt. They underwrite new debts and equity securities for every type of company. They assist the mergers and acquisitions, reorganisations, and broker trades for both institutions and private Investors.
Investment Director: An investor Director is a professional who manages the investments and funds for their clients. He or she analyses various types of investments and ensures the best returns for their clients. They find new clients and build connections. Analysis of the market trends and updates the same to their clients. They help their clients or companies to develop an achievable strategy for their set goals. Read further to know more about how to become an Investor professional.
What is the workplace/work environment of Investor like?
Individuals who opt for a career as an Investor need to look over their client's investments and manage their complaints regarding the funds or the payments. At the junior level, he or she works under the supervision of the senior investors or managers, and at senior levels, they hire staff members and supervise the investment checkers and juniors for their team. They manage files, plan investments, plan tax, and check accounts.
Does Investor require travelling?
Not Likely
Investors need not travel much, he or she works mostly in the office a desk job in most cases. But however, traveling depends completely on the company or the employer and their needs.
An Investor usually works in the office. He or she need not travel much for work unless they are asked by the company to visit a client or firm for some new investment lending project. But sometimes they may need to travel to interview potential clients
Employment Shifts
Full Time
An Investor usually works a day shift on a full-time basis.
Employment Nature
Permanent
Investors can work as permanent employees or contract employees. They are usually hired as permanent employees, but they can also be hired on a temporary basis.
Work Place
Office
An Investor works in a corporate environment or office. Usually, Investors work from the office and they don't require much travel.
Presence in Geographical Area
Semi-urban, Urban
Careers like Investors will not have much scope in rural areas. As this career is related to money and can be seen widely in metropolitan cities in India like Mumbai, Bengaluru, Chennai, Kolkata, Hyderabad, and many more.
Time Pressure
Likely
Investors mostly work under pressure as it takes a lot of time and effort to research and is updated every time. They need to change and develop investment plans from time to time according to the needs of the clients and market needs.
Overtime Details
Candidates who opt for Investor careers need to work nine hours per day if it is full-time and part-time it is four and half an hour. He or she may also work for some extra hours when required to complete the projects or assignments.
Weekly Hours of Work
Min 40 Hours
An Investor works an average of nine hours per day, 40 hours per week as part of their job. However, the working hours of an Investor may vary depending on the company and its needs.
How to become a Investor?
Steps to become a Investor
If you are someone who is interested in business and investment or managing risk investment then a career as an Investor is the best career choice for you. Whether you want to become an institutional investor or an individual investor you are required to follow the below-mentioned steps that we have provided for how to become an Investor in India or how to become an Investor after 12th.
What are the skills and qualities required to become a/an Investor?
How to Become an Investor is described in this article. We have listed below some of the requirements for becoming an Investor in this section.
Financial Knowledge: The first foremost skill that an Investor must have is knowledge of finance. When you have financial knowledge you can make decisions without the fear of risk. Investors must have knowledge about asset allocation and know where and when to invest. Individuals know from where returns need to be gained on a regular basis.
Decision-making skills: Investors must have decision-making skills as they provide the best investment strategies to their clients. As the clients or the company depend on the Investors' decisions or suggestions for investing their money or any other entity.
Communication skills: An Investor must have strong communication skills. If he or she lacks or could not deliver their ideas or information to their clients in a timely manner then the clients may face a risk issue. So, communication skills are important in both written and verbal forms.
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Which certifications and internships can be helpful in becoming Investor?
Here, we have mentioned some of the Investors certifications.
Professional Certificate in Analysis Tools and Methods for Investment Options | |
Professional Certificate in Stock Market Investment and Portfolio Management | Personal Finance & Investment Planning |
Internship Availability
After completing a bachelor's degree or during studying their master's degree program, doing an internship can help the candidates gain great exposure to work. Internships not only provide work experience and subject knowledge but also provides great opportunities for jobs. Candidates can opt for internships based on their interest in the subject and career goals. As internships add experience to the resume, it must be based on future career options. Internships will also improve the skills of the candidates and provide great opportunities to practice their learnings.
Career Path Progression for Investor
Junior Investor: Candidates can apply as an entry-level for the role of Junior Investor. In this role, candidates will work under the supervision or guidance of their senior managers.
Senior Investor: Senior Investors are responsible for overseeing interns, juniors, and other work-related responsibilities such as research and evaluation of client's investments and overall day-to-day operations. He or she is responsible for handling the risk assessment models and any other work related to investment.
Investor Jobs and Salaries
Junior Investor
- Average Salary 50000
Job Description
Junior Investors work under the supervision of senior authorities. Here are some of the entry-level Investor job roles that the candidates can opt for like Investment Associate, Leveraged finance investment analyst, Investment analyst, Financial analyst, Asset investment analyst, Investment data analyst, Investment risk analyst, and many more.
Salary Description
Junior Investor salary may vary depending on various job factors such as the location of the company, candidates' abilities, skills and talents, qualifications and subject knowledge, and sometimes internships. The estimated average annual income for a Junior Investor ranges between Rs 2.1 to 15.0 lakhs per annum in India.
Senior Investor
- Average Salary 80000
Job Description
The senior Investor is responsible for overseeing the current investments, tax information, risk tolerance, and investment goals. He or she looks after the day's activities of the company's junior staff members and trains them. They do plan and develop risk assessment models, investment scoring models, loan request approval or rejection, setting interest rates, and monitoring payments. They evaluate the investment worthiness of clients.
Salary Description
The salary of a Senior Investor in India may vary depending on the candidate's skills, qualifications, and the location of the company. The estimated average annual income for a Senior Investor ranges between Rs 3.0 to 30.9 lakhs per annum in India.
What is the job outlook for Investor?
Pursuing a career as an Investor is a great option if you are good enough in finance and commerce. Although Investor as a career can be risky for some people but for some it will be a game-changing career if one understands the strategy of investments, funds, or any other aspect related to it.
The Investors career has great demand in the job market whether be it at entry level or senior level. Investor's jobs are expected to grow in demand for various industries such as retail store chains, energy companies, auto manufacturers, and utilities. Hence this career has an excellent opportunity for individuals who want to build a solid foundation in an investment career.
Frequently Asked Questions for Investor
Que. How to become an investor with no money?
Ans.You can pursue a formal education and can apply for an Investor job opportunity and after gaining a few years of experience, you can work as an individual investor.
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