Chartered Accountant Collaboration Mutual Fund Investments
22 hours ago
About RevenUmf.comRevenUmf.com is a SEBI-registered mutual fund investment platform built to simplify and modernize how people invest. Using AI-driven insights and a fully digital process, we help individuals, NRIs, and corporates invest in mutual funds in a transparent and efficient manner.About the RoleWe are looking to collaborate with Chartered Accountants and CA firms who are interested in helping their clients invest intelligently and grow wealth through mutual funds. As a CA, you already have your clients’ financial trust — and we provide the technology and advisory support to help them invest seamlessly.What You’ll Do:- Introduce your clients to RevenUmf.com for their investment and SIP needs.- Educate clients on the benefits of goal-based mutual fund investing.- Coordinate with our advisory team for onboarding and execution (we handle everything end-to-end).What You’ll Get:- Attractive incentive-based earnings for each successful client investment.- No operational workload — our team manages advisory, KYC, and execution.- Access to our dedicated support team and regular product updates.Who We’re Looking For:- Practising Chartered Accountants or CA firms with an active client base.- Professionals open to offering mutual fund investment access alongside their financial services.- Ethical, client-first professionals who value transparency and compliance.- If you’re a CA who wants to expand your client offering and earn through a compliant, technology-led investment platform we’d love to connect.
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Pune, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full timeAbout RevenUmf.com RevenUmf.com is a SEBI-registered mutual fund investment platform built to simplify and modernize how people invest. Using AI-driven insights and a fully digital process, we help individuals, NRIs, and corporates invest in mutual funds in a transparent and efficient manner. About the Role We are looking to collaborate with Chartered...
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Pune, Maharashtra, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full time ₹ 3,00,000 - ₹ 6,00,000 per yearAbout is a digital mutual fund investment platform designed to simplify wealth creation for individuals and corporates. We provide basket-based mutual fund portfolios, SIPs, and curated investment strategies — all backed bytechnology, compliance, and transparency.Role OverviewWe are looking for aSales Representative based in Puneto drive bothB2B and B2C...
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Entrepreneurial Mutual Fund Distributor
1 week ago
Pune, Maharashtra, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout the Role is a digital mutual fund investment platform designed to simplify wealth creation through basket-based investing. We're looking for anexperienced Mutual Fund Distributor (MFD)to join as aCo-Founderand help us build the next big wealth tech brand in India.If you're an MFD who understands investor behaviour, has an existing AUM or strong client...
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Co Founder: COO/CBO
3 weeks ago
Pune, India RevenUmf.com - Sukhmal Mutual Fund Distributors Pvt Ltd Full timeWe are specifically looking for someone with strong experience in the mutual fund distribution business, ideally already managing or having access to a significant AUM (₹50 crore+). Along with leveraging their own network, the co-founder will also help convert RevenUmf.com’s growing base of app users and leads into active investors. This is not a...
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Co Founder: COO/CBO
3 weeks ago
Pune, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full timeWe are specifically looking for someone with strong experience in the mutual fund distribution business, ideally already managing or having access to a significant AUM (₹50 crore+). Along with leveraging their own network, the co-founder will also help convert RevenUmf.com’s growing base of app users and leads into active investors. This is not a...
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Co Founder: COO/CBO
3 weeks ago
Pune, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full timeWe are specifically looking for someone with strong experience in the mutual fund distribution business, ideally already managing or having access to a significant AUM (₹50 crore+). Along with leveraging their own network, the co-founder will also help convert RevenUmf.com’s growing base of app users and leads into active investors. This is not a...
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Relationship Manager
2 weeks ago
Pune, India Wealth Premier Finserv Full timeJob Description Title - Relationship Manager - Mutual Fund Investment Services Qualification Required- Graduates & NISM VA or CFP Job Responsibilities: Existing Customers - Relationships Mapped Responsible for managing relationships with clients & providing investment advisory services Monitoring and managing client portfolios, developing and implementing...
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Pune, India RevenUmf .com - Sukhmal Mutual Fund Distributors Pvt Ltd Full timeWe are specifically looking for someone with strong experience in the mutual fund distribution business, ideally already managing or having access to a significant AUM (₹50 crore+). Along with leveraging their own network, the co-founder will also help convert RevenUmf.com’s growing base of app users and leads into active investors. This is not a...
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Mutual Funds and Insurance back office
2 weeks ago
Pune Camp, Maharashtra, India Payal Edge Investments Pvt. Ltd. Full time ₹ 2,00,000 - ₹ 6,00,000 per yearWe're Hiring: Mutual Fund and Insurance Back Office Staff Location: Pune| Full-TimeCompany DescriptionAt Payal Edge Investments Pvt. Ltd., our mission is to empower individuals and families to thrive financially by providing them an edge in making informed financial decisions. We offer personalized financial management and risk planning solutions tailored...
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Mutual Fund Operations
2 days ago
Pune, India me-HR Full time**Job Title**:Mutual Fund Operations **Company Brief : AMS** AM Square Partners Pvt. Ltd. works across finance spectrum offering Asset Management, Finance & Business Consulting services, including consulting services in Technology. The circularity in work helps us to synergise ecosystems and enables opportunities for our clients. **Job...