Wealth Advisors

Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory...

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...

**Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

Role & responsibilities• Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size• Identify fitment of Wealth Advisory products matching the clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...

Job Description Company Name: Kapil Group Job Title: Wealth Advisors / Channel Partners(freelancer) Roles & Responsibilities: - Promote and market a wide range of Kapil Group products, including: - Chit Fund Subscriptions (1 Lakh to 1 Crore) - Real Estate (Open Plots, Flats, Commercial Space) - Solar Panels - Drone Sales - Agri-related Services - Receive...

Company Name:Kapil GroupJob Title:Wealth Advisors / Channel Partners(freelancer)Roles & Responsibilities:Promote and market a wide range of Kapil Group products, including:Chit Fund Subscriptions (₹1 Lakh to ₹1 Crore)Real Estate (Open Plots, Flats, Commercial Space)Solar PanelsDrone SalesAgri-related ServicesReceive attractive unlimited income for...

Connect on for more details on the role you may also whats up your resume on Job Title: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role)Education: Graduate (CFP/CFA/CA preferred)About the Role:Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with...

Job Description Company Name: Kapil Group Job Title: Wealth Advisors / Channel Partners(freelancer) Roles & Responsibilities: Promote and market a wide range of Kapil Group products, including: o Chit Fund Subscriptions (1 Lakh to 1 Crore) o Real Estate (Open Plots, Flats, Commercial Space) o Solar Panels o Drone Sales o Agri-related Services Receive...

Company DescriptionEquentis is a SEBI-registered investment advisory dedicated to helping clients build long-term wealth in the stock market. Equentis - Research & Ranking provides personalized stock recommendations based on clients' goals and risk appetites, supported by over 300 AI-based algorithms and in-depth research. The firm aims to create...