Wealth Advisory

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 India's first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Location: Mumbai, Lower ParelDepartment: Wealth/Equity Key Responsibilities:Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the client’s investing goals • Interact with potential customers with...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive...

Company DescriptionJM Financial Services Ltd. is committed to empowering investors by offering effective financial products and expert advice to achieve their financial goals. With nearly four decades of expertise, the company has catered to the investment needs of institutions, corporates, and individual clients. Offering a wide range of services such as...

Job Title: Telecaller – Equity Advisory & Wealth Management SalesLocation:Lower Parel (East), MumbaiEmployment Type:Full-time (Work from Office)Working Days:2 weeks – 5 days working2 weeks – 6 days workingJoining: Immediate joiners preferredCompensationSalary: Up to ₹40,000 per month in-handAnnual CTC: Up to ₹5.5 LPAIncentives: Attractive...

**Client Relations - Pre IPO and Wealth ManagementDescription:• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,Unlisted Shares, and Wealth Management services.• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,ensuring alignment with their financial goals.• Business Development: Identify potential...

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...

Probitus wealth isa fast growing wealth management firm and is currently looking for CFPs/Qpfp with no less than 3 years of experience in both financial planning and investment advisory. Candidate is expected to have excellent communication skills both verbal and written and has to be based in Mumbai. Office location is Matunga, Mumbai. Kindly send your CV...

Role Overview:We seek a senior relationship manager in wealth management with an entrepreneurialmindset and 7-10 years of experience managing HNIs UHNIs and family officeinvestments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,unlisted and structured products and a strong network of HNI's,family offices andinstitutional investors....