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...

Role & responsibilitiesDrive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices.Advise Wealth Managers on the latest investment products and asset-class views.Propose new product ideas to the Investment Committee.Optimize and automate investment processes, with due focus on regulatory compliance.Build and maintain...

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 Description is India's first and only PropTech Unicorn, offering a brokerage-free property search portal that connects property owners and tenants/buyers directly. Founded in 2014 by IIT and IIM alumni, NoBroker serves over 30 lakh customers monthly across major Indian cities. The company has raised $366 million from prominent investors and boasts a...

Company DescriptionGeojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio...

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...

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...

We are hiring Investment Managers for full time or freelancing opportunityJob Summary:We are seeking an experienced Investment Manager who has successfully handled $200 million+ deals and specializes in private placements. The ideal candidate will have a deep understanding of customer needs, the ability to identify investment opportunities with speed, and a...

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...

We will count on you to:Take charge of the imminent delivery workflow coming in to ICDriving new business initiatives that are combination of research and delivery specs as known at the momentStakeholder managementDevelop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and...