Investment Advisor

Job Title: Investment Analyst Single Family OfficeLocation: Bangalore, IndiaReporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 yearsCandidate Profile QualificationsMBA (Finance) from a reputable B-school• CFA Level 2 cleared or in progressPreferred Experience• Listed equity research (Indian public markets)• Deal evaluation...

Role & responsibilitiesEngage with clients to understand their financial goals, risk tolerance, and investment preferences.Provide tailored investment advice across asset classes such as equities, mutual funds, bonds, insurance, and real estate alternatives.Develop and present financial plans and investment strategies to clients.Monitor portfolio performance...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Bengaluru for a Financial Advisor. The Financial Advisor will guide clients on managing their finances, planning for retirement, and making investment decisions. The role involves creating customized financial plans, providing sound financial...

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...

Job Description: Investment AnalystRole OverviewWe are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all...

Seeking a skilled **Equity Advisor** to execute trades, manage client portfolios, and provide investment advice. Must know **capital markets, derivatives, trading platforms, and SEBI norms** with strong communication and client service skills. Required Candidate profileStrong knowledge of Equity, Derivatives, and Capital Markets. Proficiency in NSE NOW,...

Position Name - Analyst - Investment BankingLocation - BengaluruExperience Range - 2+yearsMandatory Requirement :Minimum 2 to 4 years of experience in a front-end investment banking, venture capital, private equity, or related financial analysis role.About the client:A venture capital–backed advisory platform that provides end-to-end investment banking...

Job Description: Investment Sales AssociateLocation:BengaluruType:Full-time (On-Site)About UsAccred Alts is a boutique alternative investment platform democratizing access to high-quality and bespoke AIFs, private market deals, and thematic funds through curated, lower-ticket opportunities. With a focus on transparency, investor education, and regulatory...

Job Title: Investment Accounting Analyst Wealth ManagementLocation: Bengaluru – Onsite(Work from office only)Type: Full-time With LancesoftJob Summary:We are looking for a highly motivated and detail-oriented Investment Accounting Analyst to join our Wealth Management team. This role combines hands-on investment operations with business analysis,...

Merisis Advisors is a boutique investment bank with deep expertise across Technology, Consumer, and Financial Services. We are expanding into Advanced Manufacturing — covering Space Tech, Aerospace & Defense, Electronics, EVs, and related sectors — and seeking a driven AVP / VP to help build and scale this practiceKey Responsibilities:* Originate and...