Financial and Investment Planning
3 weeks ago
Company Description
CAGRfunds is a platform that simplifies investing and financial planning to help individuals achieve their goals. Our solutions provide hassle-free and customized investment options tailored to each individual&aposs financial objectives. We offer easy-to-understand reports to help track investments and manage money efficiently. Our team of experts conducts in-depth research on various investment opportunities within mutual funds to continually improve our offerings.
Role Description
This is a full-time on-site role for a Financial and Investment Planning professional located in Mumbai at CAGRfunds. The role involves engaging in day-to-day financial planning tasks, utilizing analytical skills to assess investment opportunities, handling financial reporting, and effective communication with clients and team members.
Qualifications
- Financial Planning and Finance skills
- Analytical Skills
- Financial Reporting
- Effective Communication skills
- Strong knowledge of mutual funds and investment opportunities
- Detail-oriented with excellent organizational skills
- Bachelor&aposs degree in Finance, Economics, or related field
- Relevant certifications such as CFP or CFA are a plus
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