Investment Advisor

3 weeks ago


Mumbai, India The Aghron Forum Full time

Company Description

The Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial freedom.

Role Description

This is a part-time online role for an Investment Advisor. The Investment Advisor will be responsible for providing clients with comprehensive financial planning advice, creating and managing investment strategies, and handling finance-related tasks. Additionally, the role involves delivering exceptional customer service to ensure client satisfaction and retention.

Professional Qualifications
: Postgraduate degree in Finance, Economics, Accountancy, or professional designations like CA, CFA, CS, MBA (Finance).

NISM Certifications
: Level 1 & 2 – NISM-Series-X-A & X-B.

SEBI Registration
: Valid Certificate of Registration as an Investment Adviser.

Regulatory Compliance
: Strong adherence to SEBI (Investment Advisers) Regulations, 2013, and fiduciary duty.


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