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**Certified Financial Planner (CFP) and Chartered Accountant Job** We are seeking a highly skilled and versatile Certified Financial Planner (CFP) who is also a Chartered Accountant to join our dynamic team. Job Description: The ideal candidate will have at least 2 years of experience working in a family office and exposure to private equity funds. As a...

Job Title:Certified Financial Planner (CFP) and Chartered AccountantLocation:Mumbai, India (as mentioned on your website)Job Type:Full-TimeAbout Us:At Puneet Advisory, we provide a 360-degree approach focused on delivering optimal solutions to help our clients exploit their full potential. We specialize in providing expert financial advice, delivering...

Job Title: Certified Financial Planner (CFP) and Chartered AccountantLocation: Mumbai, India (as mentioned on your website)Job Type: Full-TimeAbout Us: At Puneet Advisory, we provide a 360-degree approach focused on delivering optimal solutions to help our clients exploit their full potential. We specialize in providing expert financial advice,...

Job Title: Certified Financial Planner (CFP) and Chartered AccountantLocation: Mumbai, India (as mentioned on your website)Job Type: Full-TimeAbout Us: At Puneet Advisory, we provide a 360-degree approach focused on delivering optimal solutions to help our clients exploit their full potential. We specialize in providing expert financial advice, delivering...

Firm OverviewPuneet Advisory Services provides holistic financial solutions to high net worth individuals and families through its team of experienced Certified Financial Planners (CFPs) and Chartered Accountants (CAs).Our expertise encompasses financial planning, wealth management, and accounting, enabling us to deliver bespoke services tailored to our...

Company OverviewPuneet Advisory Services is a dynamic firm dedicated to delivering tailored financial solutions to its clients. With a 360-degree approach, we empower individuals and families to achieve their full potential.About the RoleWe are seeking an accomplished Certified Financial Planner (CFP) and Chartered Accountant to join our team. The ideal...

About UsPuneet Advisory Services is a boutique financial advisory firm that provides personalized solutions to high net worth individuals and families.Our team of experts, led by experienced Certified Financial Planners (CFPs) and Chartered Accountants (CAs), has a deep understanding of the complexities involved in managing wealth.We specialize in providing...

Job Profile & Responsibilities - Creating financial plans for the clients Co-ordinating with the clients for data gathering, documentation and resources enabling the creation of financial plans Meeting clients with respect to their queries and during the course of planning Advising the clients on the products available in the market, and their attributes and...

About Our FirmPuneet Advisory Services offers a unique blend of expertise in financial planning, wealth management, and accounting.Our team of professionals has extensive experience in providing personalized services to high net worth individuals and families.We deliver bespoke solutions tailored to our clients' specific needs, ensuring optimal outcomes for...

Job Title: Executive Dispatch Planning Function: Global Supply Chain Job Summary To lead, devise and execute Dispatch Planning strategy across India Supply Chain with an objective to minimize freight cost and also ensure product availability at Point of Sale location. The role requires understanding of India Supply chain landscape and...

Objectives of this role- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment...

Objectives of this role- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment...

About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Operations Finance team. The successful candidate will play a key role in driving business performance through data analysis and strategic planning. The Senior Financial Analyst will be responsible for building financial analysis models to drive operational decisions across...

About the CompanyFamily Office of a publically listed group with diversified interests and global businesses presence.Job Title: Chief Investment Officer (CIO) – Family OfficeLocation: Mumbai, IndiaReporting To: Head of Family OfficeExperience: Over 15 years working with a reputed Family OfficeQualification: CA / CFA / MBA (Finance)About the Role:We are...

About the CompanyFamily Office of a publically listed group with diversified interests and global businesses presence.Job Title: Chief Investment Officer (CIO) - Family OfficeLocation: Mumbai, IndiaReporting To: Head of Family OfficeExperience: Over 15 years working with a reputed Family OfficeQualification: CA / CFA / MBA (Finance)About the Role:We are...

About the Company Family Office of a publically listed group with diversified interests and global businesses presence. Job Title: Chief Investment Officer (CIO) – Family Office Location: Mumbai, India Reporting To: Head of Family Office Experience: Over 15 years working with a reputed Family Office Qualification: CA / CFA / MBA (Finance)...

Senior Wealth Advisor A Senior Wealth Advisor at our Private Wealth Management firm is responsible for delivering personalized investment advice, financial planning, and wealth management services to Mass-Affluents and high-net-worth (HNW) clients. - This role involves managing complex client relationships, overseeing portfolio strategies, and working...

Senior Wealth Advisor A Senior Wealth Advisor at our Private Wealth Management firm is responsible for delivering personalized investment advice, financial planning, and wealth management services to Mass-Affluents and high-net-worth (HNW) clients. - This role involves managing complex client relationships, overseeing portfolio strategies, and working...

Company Overview:- Third Bridge is a market-leading investment research firm.- We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions.- No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique...

Company Overview:- Third Bridge is a market-leading investment research firm.- We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions.- No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique...