Investment Advisory Portfolio Manager

About the OpportunityWe are seeking a detail-oriented and analytical Investment Advisor to join our team.Job Description:This is an exciting opportunity for a self-driven individual with a passion for investment advisory. As an Investment Advisor, you will be responsible for learning about client interaction and investment strategies, preparing pitch books...

Job Title: Investment AnalystRole Summary:The Investment Analyst plays a pivotal role in our organization, responsible for scrutinizing investment opportunities and providing crucial performance analysis and valuation support.Key Responsibilities:Investment Analysis: Conduct thorough analyses of loan portfolio purchases, historical performance reviews, and...

About this roleOur start-up is developing innovative AI tools in Chennai, India.This internship opportunity is for a self-driven, financially skilled student with an eye for investment advisory.Key Responsibilities:Investment Advisory & Client EngagementLearn about client interaction and investment strategies.Assist in preparing pitch books and investment...

Job Title: Portfolio Investment SpecialistAbout the Role:We are seeking an experienced investment professional to join our team as a Portfolio Investment Specialist. This is a unique opportunity for someone looking to leverage their analytical skills and experience in financial modeling to drive investment success.The ideal candidate will have a strong track...

Private Wealth Manager - StrategyWe seek a seasoned Private Wealth Manager to craft and implement bespoke investment strategies for high net worth clients. The ideal candidate will possess expertise in portfolio management, wealth planning, and financial advisory services.Key Responsibilities:Develop and execute comprehensive investment plans tailored to...

Job Description:Eligibility criteria for registering as a portfolio manager with SEBI include:The applicant must be a corporate entityThe applicant requires necessary infrastructure, such as office space, equipment and personnelThe applicant shall appoint a compliance officerThe principal officer of the applicant has:A professional qualification in law,...

About our organization:We are a fintech startup with a mission to redefine wealth management for India's emerging affluent. We believe that sophisticated investing strategies should be accessible, transparent, and aligned with individual financial goals.Founded by a team with deep experience in finance, product, and technology, we're working to build trust...

Job DescriptionTo Generate Broking Revenue, Cross Sell third-party products such as Mutual Funds, PMS and AIF, generate interest income,acquiring new clients and reactivating old dormant clients, client servicing.Direct Responsibilities:The main responsibility of this role is to achieve the Business Target set for them which includes Broking...

ResponsibilitiesThe main responsibility consists of achieving Business targets set, which includes-broking , servicing to existing/ new acquired client One segment.Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment.To Gaurentee: • To achieve revenue target through broking & cross selling...

Company DescriptionAt MyProBuddy, we aim to make you investable through expert mentorship, strategic guidance, and access to funding opportunities. We work with you until you successfully raise funds, providing advice and hands-on support. Our services range from early-stage to later-stage investments, leveraging diverse funding avenues like equity, debt,...