Talent.com
Portfolio Manager
Portfolio ManagerFincart Financial Planners • Noida, Uttar Pradesh, India
No longer accepting applications
Portfolio Manager

Portfolio Manager

Fincart Financial Planners • Noida, Uttar Pradesh, India
30+ days ago
Job description

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.

  • Has 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
  • Interested candidates please share your CV at kumar.kanika@fincart.com

    Create a job alert for this search

    Portfolio Manager • Noida, Uttar Pradesh, India

    Related jobs
    Mid-Market Portfolio Manager

    Mid-Market Portfolio Manager

    Antal International • Delhi, Delhi, India
    Role - SME / Mid-Market – Relationship Manager Locations – Mumbai, Delhi / NCR, Bangalore, Gujarat, Kolkata, Hyderabad Our client is engaged in funding short term, medium term and long-term workin...Show more
    Last updated: 16 hours ago • Promoted • New!
    Portfolio Analyst

    Portfolio Analyst

    MSN Laboratories • Delhi, India
    Undertake research and analysis to identify new product opportunities in Emerging Markets and provide insights to support the Portfolio Selection Committee's decisions and Portfolio Strategy Planni...Show more
    Last updated: 23 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    AAA Global • Delhi, India
    Job Description : Portfolio Manager – MFT / HFT Strategies Location : .Open in India / Globally Department : .Quantitative Trading / Portfolio Management Employment Type : . Portfolio Manager / Chief Investmen...Show more
    Last updated: 30+ days ago • Promoted
    Investment Portfolio Manager

    Investment Portfolio Manager

    Marsh McLennan • Noida, Republic Of India, IN
    We are seeking a talented individual to join our Investments team at Mercer.This role will be based in Noida.This is a hybrid role that has a requirement of working at least three days a week in th...Show more
    Last updated: 2 days ago • Promoted
    Assistant Manager – Portfolio Management

    Assistant Manager – Portfolio Management

    Glenmark Pharmaceuticals • Delhi, India
    POSITION DETAILS : Designation : Assistant Manager – Portfolio Management, North America.Function : Portfolio Location : Andheri, Mumbai Reporting to : Senior Manager, Portfolio Management.Role - Activi...Show more
    Last updated: 2 days ago • Promoted
    Senior Manager - Portfolio Management

    Senior Manager - Portfolio Management

    Glenmark Pharmaceuticals • Delhi, India
    Identify and develop product portfolio opportunities for the US & Canada Market, focusing on Derma, Respi, and Onco Therapy Areas. Market Analysis :  Analyse the pharmaceutical market to identify ga...Show more
    Last updated: 16 days ago • Promoted
    Portfolio Associate

    Portfolio Associate

    VARITE INC • Delhi, India
    Role : IT Finance Analyst and project management experience.Experience : 3 Years Budget : 9LPA max Shift : Afternoon shift / UK shift (3PM to 11PM) Location : Bangalore (WFO) -5 days -Immediate Joiners.Po...Show more
    Last updated: 9 hours ago • Promoted • New!
    Assistant Manager Finance

    Assistant Manager Finance

    TBO.COM • Ghaziabad, IN
    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: 23 days ago • Promoted
    Principal Portfolio Manager

    Principal Portfolio Manager

    Artha Group • Ghaziabad, IN
    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 Private Limited companies...Show more
    Last updated: 11 days ago • Promoted
    Associate, Portfolio Management

    Associate, Portfolio Management

    Amherst • Delhi, India
    Department / Role Overview : Associate, Portfolio Management - Merchant Banking.The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raisin...Show more
    Last updated: 10 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Fionics • Delhi, Delhi, India
    Systematic Portfolio Manager - India / Remote 40+ systematic funds / prop firms seeking experienced PMs.What you'll do : Manage systematic portfolios across asset classes Own P&L responsibility and ri...Show more
    Last updated: 30+ days ago • Promoted
    Product Portfolio Manager

    Product Portfolio Manager

    Roche • New Delhi, Delhi, India
    At Roche you can show up as yourself embraced for the unique qualities you bring.Our culture encourages personal expression open dialogue and genuine connections where you are valued accepted and r...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    InCred Financial Services • Delhi, India
    Manager – Portfolio Operations Role & responsibilities Collections and Delinquency Management : Monitor month-on-month (MoM) numbers for 0–30-day overdue accounts. Respond promptly to requests from ...Show more
    Last updated: 22 days ago • Promoted
    Digital Asset Portfolio Manager

    Digital Asset Portfolio Manager

    AAA Global • Delhi, Delhi, India
    We’re building a lean, high-performance trading desk and are seeking a Senior Crypto Trader with ~6 years of experience to take ownership of live strategies and scale into a Head of Trading ...Show more
    Last updated: 16 hours ago • Promoted • New!
    Senior Portfolio Risk Analyst

    Senior Portfolio Risk Analyst

    Arcana • Ghaziabad, IN
    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: 17 days ago • Promoted
    Manager - Client Acquisition

    Manager - Client Acquisition

    Vivriti Capital • Delhi, India, India
    Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : . Vivriti Capital Limited, a systematically ...Show more
    Last updated: 8 days ago • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • New Delhi, Delhi, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show more
    Last updated: 30+ days ago • Promoted
    Credit Manager

    Credit Manager

    Oyster HR — Global Remote Team • Ghaziabad, IN
    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: 12 days ago • Promoted