Investment Advisor

Company DescriptionWe are India's first coveted wealthtech multi issuer platform. A Solution to all your business needs that will transform your effort and determination into a roaring success in areas of wealth creation, client happiness and business growth.Role DescriptionEngage with clients (through partners) to understand theirfinancial goals, investment...

IndiaFirst Life Insurance Co. Ltd.(Promoted by Bank of Baroda and Union Bank of India, with Carmel Point Investments India Pvt. Ltd.)Recruitment Notice – Part-Time Advisor (No Fees / Free of Cost)We are inviting applications for the role of Part-Time Insurance Advisor with IndiaFirst Life Insurance Co. Ltd. No registration fees – recruitment is...

Job Title: Investment Advisor – Mutual Funds & Cross SalesLocation: Airoli5 Days Working | 2 Days Rotational OffUpselling and cross-selling.Graduation is mandatory.NISM - XA/XB or VA/VB.BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profileNISM Certificate with any graduation mandate

Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

About PrecizePrecize is an alternative investment platform that provides access to pre-IPO shares and global trade finance opportunities.We envision a future where accessing private markets is as seamless as navigating the public marketsan open environment that transcends traditional investing in India.About the RoleWe are seeking an Investment Analyst...

We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.Roles &...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

Key ResponsibilitiesManage investment documentation (conditions precedent/subsequent, warrants, charge filings, escrow setup, covenants, notary & stamp papers, etc.) in coordination with legal, fund management, and issuers.Oversee regulatory & compliance filings including CERSAI, MCA, and other statutory requirements.Coordinate with portfolio companies for...

We are looking for a proactive and analytical Investment Analyst to join our family office team in Mumbai. This role offers a unique opportunity to work closely with the principal and investment leads on sourcing, evaluating, and managing investments across private equity, venture capital, and other asset classes. The ideal candidate is passionate about...

Role SummaryThe Associate will be a core member of the Real Estate Investments team, working acrossfundraising, deal sourcing, investment execution, and asset management. This role demandsstrong analytical ability, transaction execution skills, and the ability to manage workstreamsindependently. The Associate will act as a bridge between senior leadership...