Purnartha Investment Advisors

Role & responsibilitiesWill be responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Responsible for achieving targets as assigned by the organization on a monthly basis.Provide regular updates to the immediate superior as an when...

We are looking Investment Advisor with at least 5 to 7 years of experience in Equities, Debt, and alternative investment products, should be well versed with current market trends and product information so as to provide clients with appropriate financial advice to attract revenue andExperience of managing HNI client relationships as a part of Wealth...

Role & responsibilitiesDriving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family OfficesResponsible for business development through alliancesDevise appropriate marketing and promotional strategies that lead to deliver better ROISet-up a team of relationship managers for acquisition of IFAs,...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

**Job description** **Job Title**: Certified Financial Planner (CFP) **Company**: Azuke Global Investment Advisory LLP (AGIAL) **Location**: Mumbai **Experience**: Minimum 3 years in financial planning and advisory to retail clients **Education**: Graduation (minimum) with a valid CFP certification **Critical Qualities**: - Adherence to ethical...

Our FirmAgentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American...

DescriptionLatent Advisors (www.latentadvisors.com) is a SEBI portfolio management services firm dedicated to creating long-term wealth for our investors by focusing on investments in Indian mid and small cap companies. Our expertise and market understanding enable us to identify and capitalize on opportunities within these segments. We are committed to...

TSHG Advisors Private Limited is an Investment Banking firm specialising in transactions in India's K-12 education, higher education, and student housing sectors. The firm combines deep expertise in these verticals to deliver tailored financial and strategic advisory services. We advise school operators, developers, and investors on sale & leaseback...

About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...

Company DescriptionLatent Advisors (www.latentadvisors.com) is a SEBI portfolio management services firm dedicated to creating long-term wealth for our investors by focusing on investments in Indian mid and small cap companies. Our expertise and market understanding enable us to identify and capitalize on opportunities within these segments. We are committed...