Investment Advisor

Company DescriptionThe Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

An **Equity Advisor** provides expert financial guidance to clients regarding equity investments, helping them make informed decisions on stocks, securities, and portfolio management. They analyze market trends, assess risks, and develop tailored investment strategies to maximize returns and achieve clients' financial goals. **Key Responsibilities**: -...

**Hiring For Investment Advisory : Investment Advisor : Mumbai**: - From 5 to 8 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbaior **Roles and Responsibilities** Job Role: - 1. Manage the financial planning and investment advisory process for HNI, UHNI and Family Officeclients - 2. Detailed performance analysis of client portfolios, and...

Freshers will also work with some finance knowledge Financial Advisor / Investment Specialist: Responsibilities: A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. A financial adviser provides specialist advice to clients on managing their...

Financial Services SpecialistThis role entails providing bespoke investment and financial planning solutions to clients, encompassing an in-depth analysis of their financial requirements, development of tailored investment strategies, and ongoing portfolio management to ensure alignment with long-term objectives.Main Responsibilities:Client Engagement and...

Equity Advisor Designation - Sr Executive advisor Experience - 1-6 years Education - NISM Company Name - GEPL CAPITAL PRIVATE LIMITEDA bout Company - Winner of the "Maharashtra Best Employer Brand Award-2018".The Company has a nationwide network of over 100 offices, serving over 30,000clientsacross India.GEPL is a member of the BSE, NSE, MCX, NCDEX,...

About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...

**We’re Hiring: Sales Executive - Mutual Funds** **Job Type**: Full-Time **Experience**: 1-5 Years **Salary**: ₹20,000-₹30,000 (Commensurate with Experience) **About the Role** We are looking for a driven **Sales Executive** with strong sales skills and a genuine passion for mutual fund products. The role involves **client calling, canvassing, and...

**Company Description** Forbes Advisor** is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...