Purnartha Investment Advisors

We are seeking someone who is talented and wants to learn to be a successful investment advisor. You must be results-oriented, think strategically, and build connections with investors and high-ticket clients. **Responsibilities**: Achieve sales and business targets, including client acquisition by promoting the firm’s investment products to...

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is...

**Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

**Responsibilities**: - Provide investment advice and financial planning services to clients - Analyze market trends and economic data to make informed investment recommendations - Manage investment portfolios and monitor investment performance - Build and maintain client relationships through regular communication and meetings - Develop and implement...

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...

Role : Investment Advisors About NoBroker: NoBroker Technologies Pvt Ltd is at the forefront of revolutionizing the real estate industry through its unique, technology-driven approach. The company facilitates direct connections between property owners and potential tenants/buyers, eliminating the need for brokerage. NoBroker is committed to making real...

Role Overview:As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client’s needs, define the target corpus they need to fund their goals, and curate personalized ETF...

Role Overview:As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client’s needs, define the target corpus they need to fund their goals, and curate personalized ETF...

Job Description Role Overview: As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client's needs, define the target corpus they need to fund their goals, and curate...

Role Overview:As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client’s needs, define the target corpus they need to fund their goals, and curate personalized ETF...

Role Overview:As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client’s needs, define the target corpus they need to fund their goals, and curate personalized ETF...

About Us :Increasing lifespans & a rapidly growing older population in India have created a huge opportunity to manage retirement investments. We believe there is a ~Rs.25 lakh crore potential AUM opportunity within retirement investments today which is mostly serviced by bank FDs, insurance policies and government small savings & retirement schemes. At...

About Dexter Capital:Dexter Capital Advisors is one of the leading Technology-focused Investment Banks that provides best-in-class advisory services to new-age entrepreneurs. We have helped start-ups in the Digital, Technology & Consumer sectors raise early-stage & growth-stage capital. Dexter in its 11+ years of existence has closed 85+ VC, PE & M&A...

Responsibilities:- Extend investment advice to prospects and raise capital for the listed investment opportunities.- Develop strong product knowledge and manage existing investor relationship.- Effectively manage all existing and new leads generated by you.- Support investment professionals- Partner with the investment advisors to ensure seamless experience...

Role Overview: As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client’s needs, define the target corpus they need to fund their goals, and curate personalized ETF...

Job OverviewWe are seeking a highly skilled Data Engineer to join our dynamic team at Right Advisors Private Limited. The ideal candidate will have extensive experience in data engineering, with a strong focus on Databricks, Python, and SQL.Key ResponsibilitiesData Pipeline Development: Design, develop, and implement efficient data pipelines and ETL...

Company Overview Stack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India’s emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we’re building an innovative, tech-driven platform to democratize access to personalized...

Registered Investment Advisor - We seek a proactive SEBI-Registered Investment Advisor (RIA) to lead regulatory licensing, compliance, product strategy, and client advisory. - Beyond securing the RIA license, you will drive compliance frameworks, collaborate on tech-driven product development, train relationship managers, manage investment experts, and...

Financial Advisor job role,Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Job Types**: Part-time, Freelance Contract...