Career Options

Below listed are the major careers one could pursue in the field of Investment, Securities & Insurance followed by required qualifications, career path to adopt, expected salaries, local and global demand and list of Institutions that are offering relevant courses.

  • Market Analyst
  • Insurance underwriter
  • Stock Broker
  • Investment Banker
  • Tax Advisor

What You Need To Know

This career field is a specialized and extension of the Finance field where the professional is associated with dealing with personal or organizational investments, portfolios, insurances, and associated taxes. This career needs detailed knowledge on the economy, market trends, finances and taxation. You could underline the importance of this field by knowing that the entire FDI (foreign direct investments) operate around this. Value creation is the end goal of this career hence only the best could excel in this field.

Professionals with finance and economy backgrounds tend to excel in this career field. It is associated with predicting the markets, distributing your risks, creating value, floating the money around, understanding the prevailing tax structures, mandatory disclosure and reporting norms. One should be extensively knowledgeable and experience in the field to raise to a consultant or fund management level.

The career is associated in dealing with risks and uncertainties hence sometimes it would be nerve breaking. The stakes are very high and in the current volatile market it is more science than art to increase value of your portfolio. The stakes could range from few lakhs to crores of rupees depending on whether you are dealing with individual portfolio or a big entity.


Bachelor’s or Master’s in commerce to start with, and Professional courses such as CA, ACCA, CFA etc would help you have a better start.


Numerical skills, Analytical skills, Ethical, Detail oriented, Patience, People Skills, Presentation skills.

Expected Salary

This career is for the professionals who has gained experience and exposure in the relevant field. For a starter who is joining at the lowest level could expect a salary at around INR 10L per year. This would go multi-fold, sometimes linked with the fund performance, as you gain expertise and handle bigger portfolios.

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