Investment Advisor- PMS Distribution

Company Overview: Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation...

Job Profile- PCG Advisor SeniorLocation-HyderabadJob PurposeResponsible to Brokerage generation primarily through advising HNI clientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables 1. Ensure timely advice to customers for Equity and...

About the Role:We are looking for a dynamic Investment Executive to support our US investment operations from India. The ideal candidate will have a strong understanding of investment products, portfolio management, client servicing, and financial analysis. You will work closely with the US team to manage client portfolios, execute investment strategies, and...

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.• Responsible for growing revenues of broking

Cultivate and manage investment relationships with clientsServe as the primary advisor, building trust and offering tailored guidanceEnhance client connections through personalized investment solutionsExpand client base by leveraging market insights and active engagementDrive product sales to suit client needsProvide timely market updates and expert...

Location: Gachibowli, HyderabadType: Full-timeReporting To: Family Office PrincipalKey Responsibilities1. Accounting & Bookkeeping• Maintain day-to-day books using software (Tally / Zoho / QuickBooks / Asset Vantage)• Reconcile bank and investment accounts monthly• Track and classify all income, expenses, and inter-entity transfers• Ensure compliance...

About the Fund:Origin40 is a long-term buyout vehicle acquiring and scaling enduring businesses across Healthcare and Technology. We are backed by a diverse group of investors, including fund of funds, operators, private equity professionals, and founders.Origin40 is led by a GP with a distinctive arc across technology, investing, and strategy. He scaled...

About VCMintVCMint is a founder-led fund backing venture-scale startups with private capital — fueling bold ideas and resilient founders at the earliest stages. We typically write$100k–$200kcheques at seed/early stages and selectively participate ingrowth to pre‑IPOopportunities. We are sector‑curious and founder‑led: we back teams building...

Position OverviewThe Supplemental Health IT team is seeking a Software Engineer Associate Advisor for a Band 3 Contributor Career Track position.The Software Engineer Associate Advisor will play a critical role in system development within the broader Supplemental Health Solutions and Engineering organization. This position will provide expertise in the...

Lexington Partners is one of the largest managers of secondary acquisition and co-investment funds with $80 billion in committed capital since inception. Lexington has acquired over 4,500 secondary and co-investment interests through more than 1,200 transactions. Lexington also invests in private investment funds during their initial formation and has...