Investment Advisor Consultant

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 DescriptionAt Ajith Investment Consultant, we help professionals and business owners replace financial anxiety with financial confidence through clear, actionable, and personalized financial planning. Our mission is to empower 10,000 families to build a Child Education Fund, ensuring their children's future is secure without the burden of loans while...

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...

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...

Hiring — Farm Land Investment Consultant | Freshers WelcomeLocation:Central BengaluruCompany:Amyra FarmsFull-Time | Office-Based (No Work From Home) About Amyra FarmsAmyra Farmsis a leading real estate company offeringmanaged farm land projects in Sakleshpur and Chikmagalur.We help customersown and enjoy farmlands while we professionally maintain and...

SummaryPosition SummaryNational Office – Consultant, Engagement Financial Advisor (EFA Consultant)Engagement Financial Advisors:Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control. Engagement...

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...