Investment Advisor

We are Looking for a Investment Advisor who can manage, advice & Create Financial Plans for the clients.

We are looking for experienced Professional who has acquired knowledge in the domain of Wealth Management/Financial Planning Industry for our Investments Advisory Division.

We are SEBI RIA providing Fee - Only Financial Planning Services.

The Preferred Candidate must be

1. Experienced in Managing Wealth/Creating Financial Plans either through Excel or Software

2. Has ability to Acquire Clients On Self-Source Basis or experience on Managing the AUM of more than Rs. 10 Crore.

3. Knows & Understand the Importance of Asset Allocation & Financial Planning

4. Able to Spread awareness among Individual or group of individuals about Wealth/Financial Planning

5. Understand the regulations of SEBI RIA & Comply with the Company Policies

6. Knows how to present the him/herself.

What we are looking for?

• NISM XA & XB passed/CFP/CWM or any other Wealth Advisory
• Financial Advisory Experience of at least 2-5 Years
• Have already managed an assets worth of at least Rs. 5+ Crore AUA
• Experience of Creating Financial Plans & managing wealth.