Investment Specialist

Responsibilities:You will represent Fortuna Asset Managers' investment philosophy and portfolio strategies to clients. Leads will be given by Fortuna. Client meetings, engagement and conversion of these HNI leads will be the main responsibility.Travel allowanceSales incentives

Company Description GenesisCipher Labs is a FinTech infrastructure startup focused on building secure blockchain protocols, including stablecoins, oracles, and payment systems. Our mission is to create transparent, decentralized, and accessible financial solutions. By leveraging cutting-edge blockchain technology, we aim to revolutionize the financial...

EPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...

EPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...

EPIC Investment Partners About Us EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at...

Roles & Responsibilities: Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients' investment portfolios to ensure they are aligned with their goals and...

Roles & Responsibilities:- Provide expert advice and guidance to clients on investment strategies and portfolio management. - Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans. - Monitor and review clients' investment portfolios to ensure they are aligned with their...

Job Description: Taxation Specialist Company: Fintrans Investment Advisors Location: Banashankari, Bangalore (Onsite) Experience: 3–5 Years Employment Type: Full-timeAbout Us Fintrans is a SEBI Registered Investment Advisor dedicated to helping clients manage their personal finances wisely. We provide independent, objective, and ethical advice across...

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Pune. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist -Investments (Eagle Pace) You will be a part of the Investments group that provides a broad range of investment consulting and advisory...

EPIC Investment PartnersAbout UsEPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...