Xpertvoice | Financial Planning Associate | ahmedabad

1 week ago


ahmedabad, India Xpertvoice Full time

Company Description

At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and wealth-planning solutions. We are pioneers in Private Wealth advisory.


Role Description

This is a full-time hybrid role for a Financial Planning Associate at Xpertvoice. The Financial Planning Associate will be responsible for financial, retirement, and estate planning, utilizing analytical skills and effective communication. Some remote work is acceptable in this role.


Qualifications

  • Note: Please Don't apply if you are overconfident and overqualified
  • Financial Planning and Retirement Planning skills
  • Analytical Skills
  • Effective Communication skills
  • Estate Planning knowledge
  • Experience in financial analysis and planning
  • Bachelor's degree in Finance, Business, Economics, or related field
  • Require Sales skills
  • Certifications such as NISM, IRDA, or CFP are a plus




  • ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • Ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • Ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • Ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • Ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • Ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • Ahmedabad, India Xpertvoice Full time

    Company DescriptionAt Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...


  • Ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Planning Associate

    7 days ago


    ahmedabad, India Xpertvoice Full time

    Company Description At Xpertvoice Investwell Pvt Ltd, we are a team of seasoned investment advisors. We have been helping our investors since 2016 to invest in various kinds of products like Mutual Funds, PMS, AIF, Corporate Bonds, and Smallcase Baskets. Apart from this, we are handling a few select family offices and giving them customized investment and...

  • Research Associate

    7 months ago


    Ahmedabad, Gujarat, India Indian Institute of Management Ahmedabad Full time

    **Indian Institute of Management Ahmedabad** **Misra Centre for Financial Markets and Economy** **RESEARCH ASSOCIATE** The Misra Centre for Financial Markets and Economy (MCFME) at IIM Ahmedabad is a hiring full time Research Associate (RA) to provide research support on topical issues related to the Indian and global financial markets and economy....


  • Ahmedabad, Gujarat, India DEV HR Solutions Full time

    Job SummaryWe are seeking an experienced Financial Planning Specialist to join our team at DEV HR Solutions in Ahmedabad, Gujarat. This is a mid-level position that requires 3 to 6 years of experience in accounting and finance.About the RoleThe successful candidate will be responsible for managing financial accounts, taxation, auditing, and financial...


  • ahmedabad, India VIVRO Financial Services Full time

    Company Description Vivro Financial Services Private Limited is a Category I Merchant Banker registered with SEBI, offering Capital Market, Corporate Finance, Advisory, Wealth Management, and Asset Resolution Services. The company is headquartered in Ahmedabad having offices across India. Vivro is led by experienced professionals and has a diverse team of...


  • ahmedabad, India VIVRO Financial Services Full time

    Company DescriptionVivro Financial Services Private Limited is a Category I Merchant Banker registered with SEBI, offering Capital Market, Corporate Finance, Advisory, Wealth Management, and Asset Resolution Services. The company is headquartered in Ahmedabad having offices across India. Vivro is led by experienced professionals and has a diverse team of...


  • ahmedabad, India VIVRO Financial Services Full time

    Company Description Vivro Financial Services Private Limited is a Category I Merchant Banker registered with SEBI, offering Capital Market, Corporate Finance, Advisory, Wealth Management, and Asset Resolution Services. The company is headquartered in Ahmedabad having offices across India. Vivro is led by experienced professionals and has a diverse team of...

  • Dealing Associate

    6 months ago


    Ahmedabad, India PMS Financial services Full time

    **PMS Financial Services** Experience: 1-2 years Job Title - **Dealing Associate** **Job Summary**: PMS Financial Services is looking to hire a Dealing Associate who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. **Job...


  • Ahmedabad, Gujarat, India Ahmedabad University Full time

    The Vice Chancellor of Ahmedabad University in India is seeking to appoint an Associate Dean, Sciences in the** School of Arts and Sciences**. Ahmedabad University, a private non-profit institution, is one of India’s most exciting and serious academic centres to be established in the last couple of decades. Located in the urban centre of Ahmedabad,...


  • Ahmedabad, Gujarat, India PMS Financial services Full time

    **Job Summary**: PMS Financial Services is looking to hire a **Operations & Research Associate** who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. **Roles & Responsibilities**: - Undertaking Financial Research and Analysis...

  • Research Associate

    1 month ago


    Ahmedabad, Gujarat, India Indian Institute of Management Ahmedabad Full time

    **Research Associate (ESG)** **Job title**:Research Associate (ESG)** National Investment & Infrastructure Fund (NIIF) Chair in Environment, Social & Corporate Governance (ESG), Prof. Amit Garg is offering a position of research associate (ESG) with an opportunity to contribute to national as well as international projects at IIM Ahmedabad. Our...