Portfolio ManagerFincart Financial Planners • indore, madhya pradesh, in
No longer accepting applications
Portfolio Manager
Fincart Financial Planners • indore, madhya pradesh, in
30+ days ago
Job descriptionHas obtained NISM XXI-B. Apart from PO and CO, the applicant has in its employment atleast one person who is a graduate and has at least two years of experience in related activities in the securities market including in portfolio management, stockbroker, investment adviser, research analyst or as fund manager. If such person is a fund manager, he shall have same qualification, experience and certification as specified for PO The applicant fulfills the capital adequacy requirements i.e. Minimum networth of Rs. 5 crores NETWORTH=Paid-up equity capital + free reserves (excluding reserves created out of revaluation) – Accumulated losses – Deferred expenditure not written off (includes miscellaneous expenses not written off) Net worth requirements under PMS shall be separately and independently, of the capital adequacy requirements, if any, for each activity undertaken by the applicant under the relevant regulations The applicant, its director, principal officer, compliance officer or employees are not involved in any litigation / convicted of any offence involving moral turpitude. The applicant is a fit and proper person. Criteria for “fit and proper person” as per schedule II of the SEBI (Intermediaries) Regulations, 2008 (attached). Grant of a certificate to the applicant is in the interest of investors. Application Form A will have to be filed with SEBI (physical and online) along with the fee. The fee structure is : Application fees : INR 1 lakh Registration fees : INR 10 lakhs Renewal fees (to keep registration in force) : INR 5 lakhs to be paid every 3 years
Eligibility norms to register as a Portfolio Manager with SEBI :
- The applicant is a body corporate
- The applicant should have necessary infrastructure like office space, equipment and manpower
- The applicant shall appoint a compliance officer
- The principal officer of the applicant has :
- A professional qualification in law, finance, accountancy, business management or has done CFA.
- He has an experience of at least five years in related activities in the securities market including in pm, stock broker, investment adviser, research analyst or as fund manager.
Provided that at least 2 years of relevant experience is in portfolio management or investment advisory services or in the areas related to fund management.
Interested candidates please share your CV at kumar.kanika@fincart.com
Create a job alert for this search
Portfolio Manager • indore, madhya pradesh, in
Related jobs
Senior Manager / Associate Director - Engineering
interface.ai • indore, madhya pradesh, in
Our cutting-edge Generative AI-powered platform serves over 100 banks and credit unions, delivering hyper-personalized customer interactions across voice, chat, and employee-assisting solutions.To ...Show more
Last updated: 22 days ago • Promoted
Analyst (Investment Banking / Buy-Side Experience Required)
Arcana • Indore, Madhya Pradesh, India
Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show more
Last updated: 30+ days ago • Promoted
Senior Portfolio Risk Analyst
Arcana • Indore, Madhya Pradesh, India
Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show more
Last updated: 9 days ago • Promoted
Portfolio Data Analyst
Arcana • Indore, Madhya Pradesh, India
We are seeking dynamic Portfolio Data Analysts to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers.
In this role, you'll play a pivotal pa...Show more
Last updated: 30+ days ago • Promoted
Mergers and Acquisitions Analyst
Rely Services® • Indore, Madhya Pradesh, India
Job title : M&A Analyst (FP&A) Location : India (Remote) Type : Full-Time We are seeking an M&A Analyst to support investment evaluation, financial modeling, and deal execution.This role offers han...Show more
Last updated: 8 days ago • Promoted
Head of Product – SaaS / Fintech / Social Giving / Fund Raising
Infogain • Indore, Madhya Pradesh, India
Role summary An Ideal person will be an individual who has led product line with customer growth accountability, A / B testing, funnel instrumentation, behavioural metrics, product analytics framewor...Show more
Last updated: 17 days ago • Promoted
Fixed Income Portfolio Manager
Zetheta Algorithms Private Limited • Indore, Madhya Pradesh, India
About the Company ZeTheta Algorithms Private Limited is a FinTech start-up in India which has been recently set up and is developing innovative AI tools.
About the Role We are seeking a talented and...Show more
Last updated: 30+ days ago • Promoted
RPMG : Portfolio Manager - Auto Loans - Field - Front
Confidential • Indore, India
About Retail Portfolio Management Group.The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost e...Show more
Last updated: 15 days ago • Promoted
Junior Affiliate Manager
Fair Sky Partners • Indore, Madhya Pradesh, India
We're looking for a driven individual who will become the engine behind our affiliate operations.This is a learn-by-doing role where you'll be trained hands-on during your first month while contrib...Show more
Last updated: 1 day ago • Promoted
Assistant Manager Finance
TBO.COM • Indore, Madhya Pradesh, India
TBO is a global platform that aims to simplify all buying and selling travel needs of travel partners across the world.The proprietary technology platform aims to simplify the demands of the comple...Show more
Last updated: 15 days ago • Promoted
Principal Portfolio Manager
Artha Group • Indore, Madhya Pradesh, India
About Artha Group Artha Group is a performance-first investment house managing ₹1,500 crores across domestic and international investment vehicles, including Category I & II AIFs, LLPs, and Privat...Show more
Last updated: 3 days ago • Promoted
RPMG : Portfolio Manager - Auto Loans - Field - Ninety
Confidential • Indore, India
About Retail Portfolio Management Group.The Retail Portfolio Management Group (RPMG) plays a strategic role in managing the bank's retail receivables, with a sharp focus on loss containment, cost e...Show more
Last updated: 13 days ago • Promoted
Senior Analyst - Performance Attribution, Malaysia
Invartis Consulting • indore, madhya pradesh, in
Job Location - Cyberjaya Malaysia.This role will require relocation to Malaysia.The position is not based in India.We are seeking to hire well experienced Techno-functional Investment Performance O...Show more
Last updated: 8 days ago • Promoted
Manager Finance - P2P (Procure to Pay)
Coats • Indore, Madhya Pradesh, India
About the job Coats is a world leader in thread manufacturing and structural components for apparel and footwear, as well as an innovative pioneer in performance materials.These critical solutions...Show more
Last updated: 8 days ago • Promoted
Finanace Controller
Mount Everest Breweries Limited • Indore, Madhya Pradesh, India
Chartered Accountant with minimum 10-12 years of experience (listed company exp.Manufacturing industry experience (mandatory).
Experience in Distillery / Brewery industry (preferred).Experience in o...Show more
Last updated: 22 days ago • Promoted
Credit Manager
Oyster HR — Global Remote Team • Indore, Madhya Pradesh, India
Job Opportunity : Credit Manager (Part-Time) Oyster HR — Global Remote Team At Oyster HR, we partner with leading global businesses to help them hire, manage, and empower talent anywhere in the worl...Show more
Last updated: 4 days ago • Promoted
Wealth Management Intern
Zetheta Algorithms Private Limited • Indore, Madhya Pradesh, India
About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
About the Role We are seeking a talented and motivate...Show more
Last updated: 30+ days ago • Promoted
ALM Risk Management
FORWARD • Indore, Madhya Pradesh, India
Desired Profile : Experience of minimum 10+ years plus, working in a bank or a reputed consulting firm in the areas of Liquidity risk management, Liquidity reporting, ALM s FTP, RAROC.Comprehensiv...Show more
Last updated: 10 days ago • Promoted