Job Summary -We are looking for a driven and detail-oriented individual to join our team in a research and advisory capacity. This role is ideal for someone with a strong foundational understanding of investments and a long-term mindset. The candidate will play a critical role in evaluating various financial products, assisting in formulating client financial plans, and supporting the investment advisory process.

Roles & Responsibilities- Recommend appropriate financial products (Mutual Funds, AIFs, PMS, Debt Instruments, etc.) aligned with a client’s profile and risk suitability.

• Conduct timely, in-depth research on products, structures, and developments across asset classes.
• Studying and understanding investing styles of various fund managers.
• Regularly track industry and regulatory updates and assess their potential impact on client portfolios.
• Communicate research findings effectively with clear reasoning and analytical logic.
• Assist in crafting comprehensive, long-term financial life plans for clients keeping taxation in mind.
• Collaborate with management to execute focused research tasks as required.
• Direct Equity research and tracking – Understanding Business Models and Assessing Fair value of companies (Domestic & Global)

Candidate Desirability -Education: Chartered Accountant (CA) and minimum CFA Level 2 qualified.

• Experience: 1–3 years of relevant experience in investment research, financial advisory, or related roles.
• Sound knowledge of:
  • Mutual Funds, PMS, AIFs, and Debt Instruments
  • Direct and Indirect Taxation
  • Listed Equities, REITs, and InvITs
• Strong analytical skills and a long-term investment philosophy.
• Excellent written and verbal communication skills.

Ability to work independently and take initiative on assigned research mandates. 

Job location - Mumbai - Nariman Point