Empowering young finance enthusiasts to become trusted guides and mentors for individuals striving for financial independence.
In partnership with NISM
Our comprehensive program is designed to transform finance graduates into skilled investment advisors through a structured learning journey.
Our program is divided into three phases, each designed to build specific skills and prepare you for a successful career in investment advisory.
Months 1–4
Master Financial Concepts: Learn essential financial principles through expert-led lessons and interactive sessions, building a solid foundation for your investment journey.
Certification & Exam Preparation: Get ready for certification exams with focused preparation and practical assignments that reinforce key investment advisory topics.
Industry Insights & Practical Knowledge: Gain valuable insights into the investment advisory industry, understanding key trends and strategies from real-world perspectives.
Months 5–6
Client Acquisition & Retention Strategies: Learn how to attract new clients, retain them, and build lasting relationships that foster growth and loyalty.
Effective Communication & Trust Building: Develop professional communication skills to understand client needs and establish trust, essential for long-term success.
Financial Literacy Leadership: Lead workshops and educate clients and communities on financial literacy, empowering them with knowledge to make informed decisions.
Months 6–12
Practical Experience & Mentorship: Gain hands-on experience with real client interactions and portfolio management, guided by senior advisors for skill refinement.
Career Growth & Goal Alignment: Work towards clear business targets to accelerate your career progression and achieve professional milestones.
Client Management Expertise & Feedback: Strengthen your client relationship and investment planning skills, with regular feedback and assessments to track progress.
Master Investment Strategies
Design personalized wealth plans and gain the confidence to advise real clients.
Develop Client-Centric Thinking
Build people skills, decode client needs, and earn lasting trust.
Real Work, Not Just Homework
Get hands-on experience with real investment advisory scenarios.
Secure Your Future
Complete the program and walk into a guaranteed role. Enjoy ongoing mentorship and long-term career growth.
A simple 5-step process to join our program and kickstart your career as an investment advisor.
Candidates must register on our website and submit their application to join the program.
Shortlisted candidates will be invited for an interview to assess their skills, knowledge, and suitability for the program.
Candidates who clear the interview round will be notified of their selection via email.
Shortlisted candidates must pay the course fee to complete their enrollment in the program.
Once enrollment is completed, candidates will be officially admitted to the Fydaa Young Investment Advisor Program.
Take the first step towards a rewarding career in investment advisory. Fill out the form below to apply for the Fydaa Young Investment Advisor Program.
Unit of Multistrato Capital Advisors Private Limited
#2019, Level 2, Spaces Inspire Hub, Adani Heights, 4 Bungalows, JP Road, Andheri West Mumbai- 400063, India
Phone: +91 22 2603 1130
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The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice.Any links provided to other sites are offered as a matter of convenience and are not intended to imply that Fydaa or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Multistrato Capital Advisors Private Limited Type of Registration: Non-Individual. RIA Registration Number: INA000015969, Validity: Perpetual, Registered Office Address: Level 7, The Capital, Bandra Kurla Complex, G- Block, Bandra East, Mumbai – 400 051;
GST number : 27AAHCM9321Q1ZS
Contact details of Principal Officer Name: Kuntal Bhansali Email: support@fydaa.com
SEBI regional/local address SEBI Bhavan BKC, Plot No.C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra, E-mail : sebi@sebi.gov.in
'Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.'
“Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”
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