Personal Assistant

13 hours ago


Sadashivanagar Bengaluru Karnataka, India Your Personal CFO Full time

Deeraj Shetty - Your Personal CFO

We are SEBI Registered Investment Advisors with Dyota Solutions.

We are fee-only Financial Planners & Retirement Advisors.

We work with Senior Salaried Executives, Corporate Lawyers & athletes to plan every aspect of your Investments, Taxes, Retirement, Real Estate, Insurance & Writing a Will.

We are a small team and are looking for a true Multi-Tasker

Working closely with me, Deeraj Shetty - Your Personal CFO would mean becoming part of the Wealth & Retirement Indus try.

Your role will include:
2. Office Admin, Client Operations & a Team Lead

3. Plan for Prospects & Review meetings

4. Analyze, Plan, Execute & Manage investments.

We work M-F 9AM - 5:30PM

We work 2 Saturdays per month

Our office is based in Sadashivnagar, Bangalore (at Mekhri Circle).

Do let me know what are your thoughts? What was your last drawn salary?

Where in Bangalore do you live?

Can you travel to Sadashivnagar everyday?

Look forward to hearing from you.

Your Personal CFO

**Job Types**: Full-time, Permanent

Pay: ₹30,000.00 - ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Paid time off

Work Location: In person



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