Wealth Management and Investment Strategist
7 days ago
Asset Allocation SpecialistThis is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.The internship is designed to provide practical exposure to wealth management simulation.Key Responsibilities:Learn about client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Conduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.Develop portfolio allocation strategies.Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.Learn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Prepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.What You Will Learn:Practical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience of asset allocation using investment advisory tools.Strong analytical and financial modelling skills.Enhanced presentation and communication skills.Knowledge of AI applications in finance.Note that this is not an exhaustive list, but rather a summary of the key responsibilities and what you can expect to learn from this internship. Benefits:Opportunity to work on real-world projects.Chance to engage with industry experts and professionals.Development of strong analytical and financial modelling skills.Improved presentation and communication skills.Enhanced knowledge of AI applications in finance. Why Choose This Internship?This internship offers a unique blend of theoretical knowledge and practical application, allowing you to gain hands-on experience in the field of wealth management. Application Process:To apply, please submit your resume and cover letter to us via email. We look forward to hearing from you
-
Wealth Manager
4 days ago
Surat, Gujarat, India Fisdom Private Wealth Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearCompany DescriptionFisdom Private Wealth is a division of Groww (100% subsidiary), a leading wealth-tech company in India. The firm provides high-net-worth individuals (HNIs) with a comprehensive technology platform to address their wealth management requirements. Supported by skilled wealth managers, Fisdom Private Wealth combines physical and digital...
-
Sales Relationship Manager
2 weeks ago
Surat, Gujarat, India KV Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionKV Wealth – Invest & Insure is an AMFI-registered mutual fund distributor focused on delivering comprehensive and tailored wealth creation and management solutions. We are committed to providing our clients with clear, unbiased, and actionable financial advice that enhances their quality of life. KV Wealth serves as a trusted partner in...
-
Information Technology Executive
6 days ago
Surat, Gujarat, India Arham Wealth Management Private Limited Full time ₹ 20,00,000 - ₹ 40,00,000 per yearCompany DescriptionArham Wealth Management Pvt. Ltd. is a full-service financial firm based in Surat, offering a wide array of investment services tailored for traders, investors, and families seeking long-term financial security. Our services include equity trading, commodities & currency trading, IPO investment support, mutual funds & SIPs, insurance...
-
Equity Dealer
1 week ago
Surat, Gujarat, India Ckredence Wealth Full time ₹ 1,80,000 - ₹ 2,40,000 per yearCompany DescriptionCkredence Wealth, formerly Chirag Financial Services, is a prominent wealth management firm with over ₹1,200 crores in Assets Under Management (AUM). Founded by Chirag Shah and guided by Fund Manager Kartik Mehta's 20+ years of market expertise, the company provides a comprehensive range of financial solutions, including SEBI-registered...
-
Sr. Manager
4 days ago
Ahmedabad, Mumbai, Surat, India Management2000 Placement And Recruitment Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesWealth, Investment, Trade FX or Insurance Expert.Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF etc.Ensure quality of...
-
Chief Investment Strategist
7 days ago
surat, India beBeeInvestment Full timeInvestment Analyst RoleAbout the RoleSeeking a motivated and skilled student to fill an Investment Analyst position. The ideal candidate will have a strong analytical mindset, excellent communication skills, and a willingness to learn in a fast-paced environment.Key Responsibilities:Conduct financial research and analysis on investment opportunities.Develop...
-
Surat, India Kalash Investment Full timeCompany Details: Kalash Investment (24+ years in business)About Us: We are a dynamic and fast-growing organization in the insurance/financial services sector since 24 years. We are looking for a motivated and skilled ** Sales and Marketing Analyst ** to join our team and help us provide exceptional service to our clients. For over 24 years, we have been a...
-
Fresher hiring for Telemarketing Executive
4 weeks ago
Surat, India Kalash Investment Full timeCompany Details: Kalash Investment (24+ years in business)About Us: We are a dynamic and fast-growing organization in the insurance/financial services sector since 24 years. We are looking for a motivated and skilled ** Sales and Marketing Analyst ** to join our team and help us provide exceptional service to our clients. For over 24 years, we have been a...
-
Telecaller (Freshers) Surat
4 weeks ago
Surat, India Kalash Investment Full timeCompany Details: Kalash Investment (24+ years in business)About Us: We are a dynamic and fast-growing organization in the insurance/financial services sector since 24 years. We are looking for a motivated and skilled ** Sales and Marketing Analyst ** to join our team and help us provide exceptional service to our clients. For over 24 years, we have been a...
-
Surat, India Kalash Investment Full timeCompany Details: Kalash Investment (24+ years in business)About Us: We are a dynamic and fast-growing organization in the insurance/financial services sector since 24 years. We are looking for a motivated and skilled ** Sales and Marketing Analyst ** to join our team and help us provide exceptional service to our clients. For over 24 years, we have been a...
