Job Description
Investment Advisory
Provide investment advisory to HNI, UHNI, NRI, family office, and institutional clients.
Recommend suitable investment solutions based on client objectives, risk appetite, and asset allocation.
Advise clients on direct equities, mutual funds, PMS, AIFs, and other investment products.
Conduct periodic portfolio reviews and recommend restructuring strategies.
Portfolio Management
Manage and advise on direct equity portfolios.
Support portfolio construction using fundamental, technical, and macroeconomic analysis.
Monitor portfolio performance and recommend tactical investment changes.
Equity Research & Market Strategy
Perform fundamental analysis of listed companies across sectors.
Analyse financial statements, earnings, valuations, and industry trends.
Track macroeconomic developments and market events to formulate investment strategies.
Publish market outlooks and investment recommendations for clients and internal stakeholders.Role & responsibilities
Preferred candidate profile