Wealth Operations Executive

Company DescriptionSwatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently.Role DescriptionThis is a full-time...

We are seeking a detail-oriented and proactive Executive Assistant – Operations to support the operational backbone of our Mutual Fund / ETF business. The candidate will work closely with senior leadership to ensure smooth functioning of daily operations, compliance with SEBI regulations, and coordination with ecosystem partners (RTA, Custodian, Fund...

Company descriptionShuru Up is a wealth-tech platform democratising access to India's private markets — pre-IPOs, unlisted equity and selective private-market opportunities — through a B2C app and a growing B2B distribution network. We partner with IFAs, wealth managers, family offices and HNIs to deliver curated private-market solutions with robust ops,...

Designation - Account ManagerEducation - Graduation + CACTC Offered - 11.11L (8.5L Fixed)Location - Ahmedabad, GujratAn Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...

Company DescriptionWealth Castle LLP is a professional services firm offering a comprehensive range of services including GST consulting, accounting, income tax services, various types of loans, startup consultation, import-export consultation, company law services, finance analysis, insurance and mutual fund advisory, and offshore bookkeeping. Our aim is to...

About the RoleWealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience inInstitutional tradeswith the clients like Mutual Funds & Corporates. The role involvesexecuting trades via Bloomberg, ODIN & Saral, creating index baskets (NIFTY 750, NIFTY100, synthetic indices), and handling ETF basket executions for market-making.Key...

Job Summary:We are looking for an experiencedHead ofInvestment Operationsto manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of...

About UsWaves of Wealth (formerly Dev Advisory Services) is a fast-growing stock market education and trading firm. We specialize in technical analysis, advanced trading strategies, and client-centric advisory. We are looking for a sales-oriented Equity Dealer to join our team and grow our client base while handling execution of trades.Key...

Tired of hearing "1-2 years of experience" for an entry-level role?We hear you.AtCentric Wealth Advisors Llp, we're looking for freshers inAhmedabadwho are eager to learn, curious about investments, and ready to dive into the world of finance.Here's what the role looks like:You'll handle client onboarding, KYC, and documentation.You'll be the primary point...

Internship Opportunity: Finance & Marketing/Sales InternLocation: Ahmedabad, Gujarat - On-siteCompany: Aarav Investments – Boutique Wealth Management & AdvisoryCompany DescriptionAarav Investments is an AMFI-registered investment advisory firm specializing in various financial services, including Mutual Funds, PMS, Bonds, FD, AIF, NPS, Unlisted Shares, and...