Financial Advisor

About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

About Us PrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

About Us PrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

Role Overview -We are seeking an experienced and highly knowledgeable Financial Advisor with 10–15 years of proven expertise in financial planning, investment management, and wealth advisory services. The role requires a seasoned professional who can manage high-value clients, provide strategic financial guidance, and contribute to the growth of the...

Job Title: Equity Advisor - Financial/ Broking Services - Pune Job Description: Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to blossom into an 8600+ member team. Today they are a...

Guide people from all sectors to fo their efficient financial planning. **Job Types**: Part-time, Temporary, Freelance Part-time hours: 3 per week **Salary**: ₹6,000.00 - ₹50,000.00 per month **Benefits**: - Work from home Schedule: - Day shift Supplemental pay types: - Commission pay - Performance bonus - Quarterly bonus **Speak with the...

Job Title: Financial Advisor / Client Servicing ExecutiveCompany: PGP FinanceLocation: Dhanori Pune (Onsite No work from home) Experience: 05 Years (Freshers and Experienced Both Welcome)Employment Type: Full-timeAbout the Role:PGP Finance is looking for dynamic and customer-focused individuals to join our Wealth Management & Insurance Advisory team. This...

**Role - Equity Dealer/Advisor** **CTC- up to - 2,00,000-4,00,000** **Branch Dealing** **Key responsibilities and accountability** Responsible to generate brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for the short/ medium term. New client acquisition - to...