Planify Capital
4 weeks ago
seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds.Youll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.Key Responsibilities:Equity Research & Investment Analysis:- Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation.- Develop initiation and earnings update reports, sector briefs, and investment recommendations.PMS, AIF, and Mutual Fund Oversight:- Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.- Engage with fund managers for insights and maintain regular updates.Financial Modeling & Due Diligence:- Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.- Execute financial due diligence for new funds or investment proposals.Reporting & Communication:- Prepare investor-ready presentations, research dashboards, and detailed write-ups.- Deliver market commentary and fund performance Interaction & Market Monitoring:- Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.Requirements & Background: CFA, CA, MBA in Finance, or NISM certification for research professionals.Professional Experience:- 38 years of equity research/fund analysis experience.- Preference for those with exposure to PMS, AIFs, or mutual funds.Technical & Analytical Skills:- Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website.- Strong Excel and PowerPoint capabilities.Soft Skills:- Excellent analytical thinking, attention to detail, communication, and presentation skills.- Comfortable working in high-pressure settings and collaborating across.Desirable Bonus Qualities:- Prior experience crafting NFO notes, fund reconcilers, or PMS/AIF fact sheets.- Willingness to attend site visits, management meetings, or industry conferences.- Awareness of SEBI/RBI regulatory frameworks affecting PMS, AIF, and mutual fund products.Skills: analytical skills,research,mutual funds,aif,due diligence. (ref:iimjobs.com)
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Planify Capital
2 weeks ago
Gurugram, India Planify capital limited Full timeWealth Manager Job Summary: We are seeking an experienced AIF Manager to lead our Alternative Investment Fund (AIF) initiatives. The ideal candidate will have extensive knowledge of alternative investments, strong leadership skills, and the ability to develop and manage client relationships. Key Responsibilities:- Must have his own experience in managing...
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Planify Capital
1 week ago
Gurugram, India Planify capital limited Full timeLead and grow a high-performing wealth management team, delivering strategic, personalized investment advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).Responsible for building, preserving, and transferring client wealth across multiple asset classes, including mutual funds (MFs), alternative investment funds...
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Planify Capital
4 weeks ago
Gurugram, India Planify capital limited Full time- Identify, evaluate, and execute buy-side investment opportunities across unlisted/pre-IPO, private equity, and alternative investment products.- Build and maintain strong relationships with HNIs, UHNIs, family offices, and institutional investors.- Drive end-to-end deal execution, including due diligence, financial modeling, valuation, and negotiations.-...
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Planify Capital
2 weeks ago
Gurugram, India Planify capital limited Full timeManger - Digital Develop, implement and manage comprehensive SEO strategies covering off-page, on-page, and technical SEO to improve search engine rankings, increase organic traffic, and maximize online visibility.- Conduct regular SEO audits and optimize website content, structure, metadata, and internal linking to ensure best practices.- Manage and...
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Planify Capital
1 week ago
Gurugram, India Planify capital limited Full timeWe are an innovative fintech company looking to expand our digital presence and enhance our brand engagement across multiple channels.We are seeking a skilled and experienced Social Media Manager to lead our social media strategies and email marketing initiatives.Job Responsibilities:- Develop and implement comprehensive social media strategies to increase...
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Planify Capital
4 weeks ago
Gurugram, India Planify capital limited Full timeKey Responsibilities:- Develop, implement and manage comprehensive SEO strategies covering off-page, on-page, and technical SEO to improve search engine rankings, increase organic traffic, and maximize online visibility.- Conduct regular SEO audits and optimize website content, structure, metadata, and internal linking to ensure best practices.- Manage and...
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▷ (High Salary) Digital Marketing Manager
3 weeks ago
Gurugram, Gurugram, India Planify Capital Limited Full timeJob Description * Develop, implement and manage comprehensive SEO strategies covering off-page, on-page, and technical SEO to improve search engine rankings, increase organic traffic, and maximize online visibility. * Conduct regular SEO audits and optimize website content, structure, metadata, and internal linking to ensure best practices. * Manage and...
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Social Media Manager
4 weeks ago
Gurugram, Gurugram, India Planify Capital Limited Full timeJob Description We are an innovative fintech company looking to expand our digital presence and enhance our brand engagement across multiple channels. We are seeking a skilled and experienced Social Media Manager to lead our social media strategies and email marketing initiatives. Job Responsibilities - Develop and implement comprehensive social media...
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▷ [01/11/2025] UI/UX Designer
1 week ago
Gurugram, Gurugram, India Planify Capital Limited Full timeJob Description We are looking for a talented UI/UX Designer to join our dynamic team. The ideal candidate is a fast learner who thrives in an agile environment and is capable of translating business objectives into seamless and visually appealing user experiences. This role requires strong collaboration skills, proficiency in Figma, and the ability to work...
