Financial Planner and Portfolio Strategist

Company DescriptionCarrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. Our adaptive, data-driven model portfolios span mutual funds, direct equity, smart beta, and thematic strategies, meticulously tailored to align with unique financial goals and risk...

About Wealth ManagementWealth managers play a pivotal role in overseeing the financial portfolios of affluent individuals.Key responsibilities include acquiring new clients, maintaining existing relationships and growing assets under management.Managers must offer personalized services to deepen client relationships and increase wallet share.Collaboration...

Financial Planning RoleWe are seeking a highly skilled professional to play a critical role in shaping our tax strategy and ensuring compliance with all applicable direct tax laws.The ideal candidate will have extensive experience in direct tax planning, compliance, and audit management. Key responsibilities include developing and implementing tax strategies...

Lead Portfolio Strategist This is an exceptional opportunity to drive growth and innovation in a collaborative ecosystem.

Investment Analyst RoleAbout the OpportunityThis is a chance to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.About the Internship:As an Investment Analyst, you will engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide...

At Dezerv, we're revolutionizing the investment landscape with our expert-led platform.About UsWe are a pioneering force in India's wealth management space, built by seasoned professionals with deep expertise in investing and wealth management. Our team has collectively managed over $7 billion in assets, drawing from their experience at leading financial...

Capital Markets InternshipGain hands-on experience in trading and portfolio management with a firm dedicated to shaping the next generation of capital market professionals. As an intern, you will work closely with senior traders and strategists to analyze, design, and manage portfolios across global markets.Key ResponsibilitiesMonitor and analyze real-time...

Qualifications :Postgraduate in any discipline. Certified Financial Planner (CFPCM), Certifications in NISM X-A and X-BMinimum 3 years of industry experience. Preferred Skills :Excellent communication, interpersonal and listening skills. Ability to network and establish relationships with clients. Research, analytical and negotiation skills as well as...

Job Title: Senior Financial StrategistKey Responsibilities:Collaborate with senior leadership to develop and implement financial strategies that align with business objectives.Lead financial planning and analysis (FP&A) for the unsecured lending division, including budgeting, forecasting, and variance analysis.Develop and execute the Annual Operating Plan...

Job Title: Financial StrategistJob Overview:A highly skilled and experienced financial strategist is needed to lead our company's financial vision, ensuring financial integrity, compliance, and data-driven decision-making. The successful candidate will be responsible for managing multi-location teams in the deployment and stabilization of systems and...