Investment Advisor

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...

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...

Location - Mumbai Worli, looking candidates from investment banking, Venture capital. Deal Evaluation & Analysis, Business Meetings & Representation, Due Diligence & Research Portfolio Support Required Candidate profileLocation - Mumbai Worli, looking candidates from investment banking, Venture capital. Deal Evaluation, Business Representation, Due...

Job DescriptionJob Title: Manager - Capital Markets & Investment Banking AdvisoryCompany: Visure Investment Affairs Pvt. Ltd.Location: Belapur, Navi MumbaiEmployment Type: On site, Full-time (Monday to Saturday)Experience: 5-6 YearsAbout the Role:We are seeking an experienced Capital Markets professional with 56 years of expertise in equity fundraising and...

Job Title: Manager - Capital Markets & Investment Banking Advisory Company: Visure Investment Affairs Pvt. Ltd. Location: Belapur, Navi Mumbai Employment Type: On site, Full-time (Monday to Saturday) Experience: 5-6 Years About the Role: We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and...

We are seeking a highly motivated and detail-oriented Analyst to join our Investor Relations team within the Investment Solutions group. Your role will be pivotal in enhancing the advisor/client experience for one of the largest global wealth managers.Job Responsibilities:Serve as a resource to educate and provide information to the sales force on a large...

Investment AdvisorThis is a critical role in providing personalized investment and financial planning services to clients.The successful candidate will play a key role in assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key...

Company Overview:FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisoryplatform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planningsolutions followed by investment execution to complete the entire circle. Committed todriving transformative change, we take pride in being among the early adopters...

Investment Advisory RoleThis role involves providing expert financial guidance to support business planning, investment analysis, and strategic decision-making. The ideal candidate will have strong financial modelling skills, including experience with valuation, scenario analysis, and sensitivity analysis."] ,

Key Responsibilities:Diligently establish and maintain strong client relationships by comprehending their financial goals, risk tolerance, and investment preferences.Conduct thorough economic analyses to assess clients' current financial situations and identify areas for growth and improvement.Develop personalized financial plans and investment strategies...