Manager - MF (Financial Planning & Research)

Research on retirement funds, AIFs and mutual funds: Fund manager selectionPerformance review of fund managerQualitative Research: Qualitative assessment of AMC, MF scheme and retirement funds, Investment process review of asset  manager, due diligence of AMCQuantitative Research: Analysis of fund portfolio, Fund Managers and AMC based on performance,...

Job descriptionLocation: Lower Parel, MumbaiDuration: 6 MonthsAbout BimawalaBimawala Investment Services is a boutique wealth and asset management firm based out of Mumbai. Our offerings include equity and debt research, financial planning, wealth management through various instruments such as MF, PMS, AIF, Bonds, etc.Why Join Us?Gain hands-on experience in...

About UsFounded in 2002,MoneyCare Financial Planningis one of India's pioneering financial planning practices. We are a boutique wealth management firm, known for our fiduciary approach, transparency and holistic strategies for investors.Role OverviewWe are seeking aMarketing & Sales Managerwith expertise inMutual Funds (HNIs)andSocial Media Marketing. This...

Senior Consultant - Funds Research Department MI&A Job Description Functional Responsibility / Domain Related The role will include following responsibilities:Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors Writing analytical articles related to the...

Functional Responsibility / Domain RelatedThe role will include following responsibilities:Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investorsWriting analytical articles related to the investment products/ themes, wealth management and general marketsContinuous engagement with...

Financial Research InternAbout us:Our Founder, Salonee Sanghvi is a fourth generation financial professional with 20+ years of experience in financial services industry.The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a...

-Compliance to SEBI (MF) regulations, RBI Act, FDI norms, AMFI-MF Reporting as per SEBI/RBI/PMLA-Co-ordinate with SEBI/other Auditors-Prepare Board Agenda, Notices, MoM, Director's report-Filing of Annual reports, XBRL filings etc with MCA Required Candidate profile-B.Com, ACS, LLB-Any course in Anti Money laundering-3 to 5 Yrs of relevant work exp. in...

Job DescriptionThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.Responsibilities:Partnering with senior management to deliver on...

Job DescriptionThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.Responsibilities:Partnering with senior management to deliver on...

Job description: - Interacting with Institutional client's i.e MFs, Insurance Cos, Banks, FII for regular business. - Increasing revenue, votes, and ranking from Institutional clients. - Spearheading the servicing activities of MFs/ Insurance Cos/ Banks/ FII. Should have existing relationships with Fund house / Insurance companies/ Banks / FII. - Analyzing...