Wealth Advisory

Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI,...

Are you a Tax Specialist looking to make a real impact across complex and evolving tax landscapes? Join us at Neo Group , where we’re redefining wealth and tax advisory for today’s world. We’re on the lookout for a sharp, detail-oriented Taxation Advisory and Structuring Specialist to lead Domestic and International Tax Advisory, Compliance, and...

Company Description Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors. The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solutions. With a commitment to empowering investors, Dhan Saarthi aims to make a meaningful impact on individual financial journeys. Role...

We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring expertise,...

We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? We’re hiring a Wealth Manager – Mutual Funds with proven experience in client-facing MF...

Job Description Company Description SMIFS Limited, established in 1993, has a strong legacy in the financial services sector. Under the leadership of Mr. Rahul Kayan, guided by industry experts Mr. Ajay Kayan and Mr. Utsav Parekh, the company offers an extensive range of services including Equity, Commodity, and Currency Brokerage, Portfolio Management...

Job Description Job Title: Wealth Manager Company Name: Dealplexus Experience: 3 to 5 Years Location: Gurgaon Industry: Financial Services Functional Area: Wealth Management / Financial Advisory / Investment Advisory Employment Type: Full Time, Permanent, Work From Office About Company: Dealplexus is a diversified financial services platform operating across...

AVP /Senior Manager – Wealth Gurgaon | Hybrid Experience: 6–15 years About the Role: We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this...

AVP /Senior Manager – Wealth 📍 Gurgaon | Hybrid 🕓 Experience: 6–15 years About the Role: We're looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You'll bring deep expertise in Mutual Funds, PMS, and AIF, along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup —...

About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye...