We’re looking for an Industry Leader who can wear two powerful hats : Wealth Manager — Build, nurture, and grow client relationships with bespoke strategies Portfolio/Fund Manager — Design and actively manage client portfolios and proprietary funds, with a focus on delivering superior risk-adjusted returns. What You’ll Do Construct and manage portfolios across: Mutual Funds (MF) Direct Equity (listed & unlisted) Bonds & Fixed Income PMS (Portfolio Management Services) Other relevant asset classes (AIF, REITs, etc.) Align strategies with client goals, market conditions, and compliance requirements Actively monitor, review, and rebalance client portfolios and proprietary funds Please apply only if you have: 8+ years of experience in wealth management, portfolio management, or fund management Proven expertise in managing portfolios across multiple asset classes Strong knowledge of Indian and global markets, taxation, and regulatory frameworks Certifications like CFA / CFP / CWM / CAIA — (will add brownie points)
Job Title
Financial Wealth/Portfolio Manager