Financial Advisor

Company DescriptionSmart Financial Planners specializes in providing structured, simplified, and goal-oriented financial solutions to busy professionals. Our certified advisors offer services such as Insurance Planning, Investment Management, and Long-term Wealth Strategies, with a focus on transparency and ethical practices. By combining personalized...

ObjectiveFor projects in the AMEA region, lead and be responsible for financial modeling, valuation and risk analysis of greenfield and M&A transaction. Assist with or (when delegated) be responsible for preparation of financing plans, selection of funding sources / banks, the structuring and execution of project financings. Supervise, train and coach junior...

Job Title: Business AdvisorCompany: India FilingsAbout IndiaFilings:IndiaFilings is one of India's leading platforms for startups and businesses to access professional services such as registration, taxation, compliance, legal, and financial advisory. We are committed to helping entrepreneurs grow and thrive.Job Overview:As a Business Advisor, you will be...

Company Overview:FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

Introduction:Single debt refers to a financial situation in which an individual or entity carries only one outstanding loan or credit obligation at a time. This can simplify money management because the borrower focuses on just one repayment schedule, interest rate, and creditor. Managing a single debt often reduces the risk of missed payments, improves...

Company DescriptionGEPL Capital Pvt Ltd, based in Mumbai, has a client base of over 50k clients with assets under management in excess of $ 800 million. We serve our customers through our 22 offices and 150+ franchisee across the country . We have a loyal support of 180+ colleague who serve our clients needsRole DescriptionThis is a full-time, on-site role...

Equity Advisor – Senior Executive AdvisorCompany:GEPL Capital Private LimitedLocation:MumbaiExperience:1–4 yearsEducation:Graduate + NISM Certification (Mandatory)About GEPL CapitalGEPL Capital Private Limited, winner of the"Maharashtra Best Employer Brand Award – 2018", is a reputed financial services organization with a robust nationwide presence of...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive...

OPS- Product control Please Note: THIS IS PURELY A NIGHT SHIT ROLE.Who is Private Client Resources (PCR)? PCR is a fast growing, dynamic, global FinTech company focused on changing the waywealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to...