Location: Bengaluru, Karnataka
Employment Type: Full-time
Join one of India’s most respected and experienced advisory teams. At our firm, we focus on growing knowledge, developing skillsets, and mentoring future financial leaders. Our culture blends multi-generational market expertise with the energy and informality of a startup environment.
Valuing Relationships: We go beyond numbers—we empathize with our clients and put relationships first.
Transparency & Disclosures: Every recommendation is backed by thorough analysis, with clear communication of the “hows” and “whys.”
Diligence & Patience: We believe in research-driven advice and long-term client commitment.
Culture: Be part of a team where professionalism meets the dynamic spirit of a startup.
Mentorship: Learn from seasoned professionals in the fields of financial planning, personal finance, and investment strategy.
Career Development: Gain both hard and soft skills essential for a career in wealth management—or to kickstart your own entrepreneurial journey.
Compensation: Competitive remuneration aligned with industry standards.
Key Responsibilities:
Monitor domestic and international financial developments.
Analyze and interpret data across funds, equities, bonds, and macroeconomic indicators.
Assist in shaping investment strategies and tactical recommendations.
Conduct deep-dive research and generate reports to support client advisory functions.
Stay updated with economic trends, financial news, and market movements.
Educational Qualifications:
Master’s Degree in Finance or Economics (mandatory)
Certifications (any of the following preferred):
CFP (Certified Financial Planner)
CFA (Chartered Financial Analyst)
NISM Research Analyst Certification
Skills Required:
Strong analytical and quantitative reasoning
Proficiency in interpreting financial and economic data
Avid reader with a passion for current affairs, economics, and market dynamics
Excellent communication and reporting skills
If you're ready to elevate your career in wealth management and research, apply now and become a vital part of our visionary team.
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