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I appeared for an interview in Mar 2025, where I was asked the following questions.
The process refers to the systematic approach in financial advising, including assessment, planning, and implementation.
Assessment: Evaluate client's financial situation, including income, expenses, and assets.
Goal Setting: Identify short-term and long-term financial goals, such as retirement or education funding.
Strategy Development: Create a tailored financial plan that includes investment strategies and risk managem...
posted on 5 Dec 2024
Questions asked about current portfolio and knowledge
Motilal Oswal Wealth Management interview questions for popular designations
The market is currently volatile due to the ongoing pandemic and geopolitical tensions.
The pandemic has caused disruptions in supply chains and consumer behavior.
Geopolitical tensions have led to uncertainty and fluctuations in currency and commodity prices.
Remote work and digitalization have created new opportunities for certain industries.
Consumer spending has shifted towards essential goods and online shopping.
Overa...
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I applied via Referral and was interviewed before Oct 2020. There were 5 interview rounds.
Non-PO refers to purchases made without a purchase order.
Non-PO purchases are made without a formal purchase order.
These purchases are typically made for urgent or small items.
Non-PO purchases may require additional approval or documentation.
Examples of Non-PO purchases include office supplies, travel expenses, and minor repairs.
FB03 is a transaction code in SAP used to display financial accounting documents.
FB03 is used to view accounting documents such as invoices, credit memos, and payment receipts.
It allows users to search for documents based on various criteria such as document number, posting date, and company code.
FB03 also provides options to display document details, line items, and accounting entries.
It is commonly used by finance an...
Fixed assets can be categorized into tangible and intangible assets.
Tangible assets include property, plant, and equipment (PPE), such as buildings, machinery, and vehicles.
Intangible assets include patents, copyrights, trademarks, and goodwill.
Fixed assets are long-term assets that are not intended for sale and are used in the production of goods or services.
Fixed assets are recorded on the balance sheet and are subje...
posted on 13 Feb 2023
I applied via Referral and was interviewed before Feb 2022. There was 1 interview round.
I applied via Walk-in and was interviewed in Oct 2020. There were 5 interview rounds.
I applied via Walk-in and was interviewed in Aug 2021. There were 2 interview rounds.
The questions where about matrix
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