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Purnartha Investment Advisors
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Purnartha Investment Advisors Interview Questions and Answers
Purnartha Investment Advisors Interview Experiences
7 interviews found
Anonymous
Selected
I applied via Company Website and was interviewed in Apr 2024. There was 1 interview round.
Validation of financial ratios for the given annual reports of the listed companies
Interview Preparation Tips
Equity Research Analyst Interview Questions asked at other Companies
(1 Question)
- Q1. Are you okay with relocation?
- Ans.
Yes, I am open to relocation for the right opportunity.
I am open to relocating for career growth and new experiences.
I have relocated in the past for job opportunities and have found it to be a positive experience.
I am willing to consider relocation options based on the specific details of the opportunity.
Interview Preparation Tips
Saurav Dindore
(1 Question)
- Q1. Tell me about yourself Family background About Portfolio Management Services
(1 Question)
- Q1. What is equity What is Mutual fund
- Ans.
Equity represents ownership in a company, while mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.
Equity refers to stocks or shares of ownership in a company
Investing in equity gives investors ownership in the company and the potential for capital appreciation
Mutual funds are investment funds that pool money from multiple investors to invest ...
Interview Preparation Tips
Prepare for NISM exams
Internship Trainee Interview Questions asked at other Companies
I applied via Referral and was interviewed in Oct 2021. There was 1 interview round.
(1 Question)
- Q1. What is PMS/ AIF How many clients do u have
- Ans.
PMS stands for Portfolio Management Services and AIF stands for Alternative Investment Fund.
PMS is a professional service offered by financial institutions to manage the investment portfolios of high net worth individuals.
AIF is a privately pooled investment vehicle that collects funds from investors and invests them in accordance with a defined investment policy.
PMS provides personalized investment strategies and port...
Interview Preparation Tips
- Market/PMS
Purnartha Investment Advisors interview questions for popular designations
I applied via Campus Placement and was interviewed in Sep 2021. There were 3 interview rounds.
Not selected
(3 Questions)
- Q1. What is your family background?
- Q2. What are your strengths and weaknesses?
- Q3. Tell me about yourself.
Interview Preparation Tips
Be volnerable
Financial Analyst Interview Questions asked at other Companies
I applied via Naukri.com and was interviewed before Sep 2021. There was 1 interview round.
(1 Question)
- Q1. Why do you have Special intrested in pre sale?
Interview Preparation Tips
Jobs at Purnartha Investment Advisors
I applied via Referral and was interviewed in Feb 2021. There were 4 interview rounds.
Interview Questionnaire
3 Questions
- Q1. Previous experience
- Q2. Product information
- Q3. Personal details
Interview Preparation Tips
Get information of the profile
Get information of the company
Be formal
Do not fear
Be patient
PRE Sales Executive Interview Questions asked at other Companies
Interview questions from similar companies
I applied via Naukri.com and was interviewed before Oct 2021. There was 1 interview round.
(2 Questions)
- Q1. Tell me about yourself?
- Ans. Confidently answer and you will be through
- Q2. Can u do sells if yess sell me a savings account
- Ans.
Yes, I can sell savings accounts. Our savings account offers competitive interest rates and no monthly fees.
I would start by asking the customer about their current savings account and if they are happy with it.
Then, I would highlight the benefits of our savings account such as the competitive interest rates and no monthly fees.
I would also mention any additional perks such as online banking and mobile app access.
Final...
Interview Preparation Tips
- Banking
I applied via Referral and was interviewed in Apr 2020. There were 3 interview rounds.
Interview Questionnaire
2 Questions
- Q1. Insurance and it’s products
- Q2. NRI services
Interview Preparation Tips
Interview Questionnaire
2 Questions
- Q1. Strengh and weakness
- Q2. Regarding sales
Purnartha Investment Advisors Interview FAQs
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Purnartha Investment Advisors Interviews By Designations
- Purnartha Investment Advisors Internship Trainee Interview Questions
- Purnartha Investment Advisors Financial Analyst Interview Questions
- Purnartha Investment Advisors Equity Research Analyst Interview Questions
- Purnartha Investment Advisors Senior Wealth Manager Interview Questions
- Purnartha Investment Advisors PRE Sales Executive Interview Questions
Interview Questions for Popular Designations
Purnartha Investment Advisors Interview Process
based on 2 interviews
Interview experience
Interview Questions from Similar Companies
Purnartha Investment Advisors Reviews and Ratings
based on 114 reviews
Rating in categories
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Wealth Manager
203
salaries
|  ₹0 L/yr - ₹0 L/yr |
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PRE Sales Executive
40
salaries
| ₹0 L/yr - ₹0 L/yr |
|
Senior Wealth Manager
35
salaries
| ₹0 L/yr - ₹0 L/yr |
|
Equity Research Analyst
21
salaries
| ₹0 L/yr - ₹0 L/yr |
|
Assistant Manager
21
salaries
| ₹0 L/yr - ₹0 L/yr |
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