MSME Udyam Registered Β· UDYAM-KR-03-0599919
Bangalore Β· Part-time or Full-time

Become a Financial Advisor with MSB Fintech Solutions

Be your own boss, build recurring income and grow towards the MDRT league of top advisors β€” with free exam guidance, hands-on training and personal mentorship from our Chamarajpet office.

See How It Works
No prior experience needed Keep your current job 100% free guidance

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Talk to our mentor about becoming an advisor. No cost, no obligation.

We respect your privacy. Your details are never shared.
MSMEUdyam registered enterprise
β‚Ή0Fee for mentorship & guidance
FlexibleWork part-time or full-time
MDRTGoal-driven growth path
Why become an advisor

A career you can start alongside your job or business

Financial advisory is one of the few professions where your income grows with the trust you build. We prepare you for the licensing exam, teach you the business, and stay with you through every milestone.

Along the way you master six skills that help in every walk of life:

Selling
Presentation
Influence
Convincing
Closing
Negotiation

Your growth path

  • 1
    Get licensedFree exam preparation and paperwork support.
  • 2
    Learn the craftProduct, need-analysis and sales training.
  • 3
    Build your client baseField support and joint calls with mentors.
  • 4
    Earn renewalsIncome that keeps coming year after year.
  • 5
    Aim for MDRTJoin the global league of top advisors.
Business opportunity

Why this is a smart opportunity

Low cost to start, high potential to grow, and an asset you can pass on.

Earn Great Income

Commission on every policy plus renewal income on the business you've already done β€” your earnings compound as your client base grows.

Low Investment

No shop, no stock, no big capital. The main investment is in your own learning β€” and our mentorship for it is free.

Generational Asset

A trusted client practice is built over years and can be carried forward by the next generation of your family.

Why choose us

Mentorship that stays with you

MSB Fintech Solutions is a Bangalore-based financial services firm built around one idea: advisors succeed when someone invests in them.

Integrity First

We train advisors to recommend only what a client genuinely needs β€” the foundation of a long, respected career.

Structured Training

Exam prep, product knowledge, financial need-analysis and practical sales skills β€” step by step, at your pace.

MDRT-Focused Team

Our vision β€” MDRT Advisors 1000 β€” is to help a thousand advisors reach the Million Dollar Round Table standard.

For families & businesses

Financial services we help you with

Looking for advice rather than a career? Our team helps individuals and families in Bangalore plan with confidence.

Life InsuranceTerm, endowment and money-back plans matched to your goals.
Health InsuranceCover for you and your family against medical costs.
Retirement PlanningPension and annuity options for a secure later life.
Child Future PlansSave systematically for education and milestones.
Tax-Saving PlansMake the most of eligible deductions every year.
Wealth & SavingsDisciplined savings and investment guidance.
Business InsuranceKeyman and group cover for MSMEs and teams.
Claims AssistanceHand-holding support when your family needs it most.
The process

From enquiry to your first client

Simple, guided, and free from our side.

EnquireFill the form or WhatsApp us.
Meet a mentorFree counselling call or office visit.
DocumentsWe help with forms and paperwork.
Exam & licencePrepare with our study support.
Start earningTraining plus field support.
Who can join

This opportunity is open to

Salaried professionalsBusiness ownersHomemakersFresh graduatesRetired personsTeachersAnyone seeking side income

Free mentorship from experts

Our mentors guide you through the exam, the onboarding process and your first steps in the field β€” at no cost to you.

FAQs

Questions people ask us

Can I become an advisor while working a full-time job?

Yes. Many advisors start part-time β€” evenings and weekends β€” and decide later whether to go full-time.

What qualification do I need?

Generally a 10th or 12th pass is the minimum for an insurance agent licence, depending on the insurer and your location. We'll confirm your eligibility on the first call.

Do I have to pay MSB Fintech Solutions anything?

No. Our guidance and mentorship are free. Any official exam or licensing fee is paid directly to the authorised body, and we'll explain it upfront.

How do advisors earn?

Advisors earn commission on new policies and renewal commission every year the policy continues, along with incentives for reaching milestones.

What is MDRT?

The Million Dollar Round Table is a global association recognising the top-performing life insurance and financial advisors. Qualifying is a mark of excellence, and it's the goal we train our advisors towards.

Where is your office?

No. 34/1, 3rd Floor, 4th Cross, 2nd Main Road, Chamarajpet, Bengaluru – 560018. Call before visiting so a mentor is available for you.

Contact

Join our team of advisors in Bangalore

Leave your details and a mentor will call you back, or reach us directly.

Request a callback

Become an advisor or get free financial advice.