Investment Advisor

Company DescriptionThe Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...

IndiaFirst Life Insurance Co. Ltd.(Promoted by Bank of Baroda and Union Bank of India, with Carmel Point Investments India Pvt. Ltd.)Recruitment Notice – Part-Time Advisor (No Fees / Free of Cost)We are inviting applications for the role of Part-Time Insurance Advisor with IndiaFirst Life Insurance Co. Ltd. No registration fees – recruitment is...

Job Title: Investment Advisor – Mutual Funds & Cross SalesLocation: Airoli5 Days Working | 2 Days Rotational OffUpselling and cross-selling.Graduation is mandatory.NISM - XA/XB or VA/VB.BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profileNISM Certificate with any graduation mandate

Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

About PrecizePrecize is an alternative investment platform that provides access to pre-IPO shares and global trade finance opportunities.We envision a future where accessing private markets is as seamless as navigating the public marketsan open environment that transcends traditional investing in India.About the RoleWe are seeking an Investment Analyst...

We are seeking an Investment Products Specialist to drive our product offerings. The ideal candidate will have a deep understanding of investment products, market trends, and regulatory requirements in India. The role involves curating and managing investment solutions tailored to ultra-high-net-worth individuals (UHNWIs) and institutions.Roles &...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

Key ResponsibilitiesManage investment documentation (conditions precedent/subsequent, warrants, charge filings, escrow setup, covenants, notary & stamp papers, etc.) in coordination with legal, fund management, and issuers.Oversee regulatory & compliance filings including CERSAI, MCA, and other statutory requirements.Coordinate with portfolio companies for...

Wealth Advisor Role Responsibilities: • Advise clients on investment opportunities in equity space. • Develop tailored wealth management strategies aligned with client goals & risk appetite. • Analyze financial data and deliver actionable insights. • Build and maintain long-term client relationships. Qualifications: • Strong...

Company Profile:As part of Equentis 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 company which also offers customized research reports. We are regulated by the SEBI and backed by a...