Financial Portfolio Strategist

Company Description

Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors. The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solutions. With a commitment to empowering investors, Dhan Saarthi aims to make a meaningful impact on individual financial journeys.

Role Description

This is a full-time remote role for a Wealth Advisory | MF | AIF | PMS | Stock professional. The role involves advising clients on wealth management solutions, mutual funds, alternative investment funds (AIFs), portfolio management services (PMS), and stock-related financial strategies. You will conduct financial assessments, design investment strategies, maintain client relationships, and ensure personalized investment experiences aligned with clients' goals.

Qualifications

• Expertise in Wealth Management, Mutual Funds, AIFs, PMS, and Stock Markets
• Strong knowledge of Financial Analysis and Investment Strategies
• Exceptional skills in Communication, Relationship Building, and Client Service
• Ability to stay current with market trends and financial regulations
• Relevant qualifications such as CFA, CFP, or equivalent certifications are highly advantageous
• Bachelor’s or Master’s degree in Finance, Economics, Business, or related fields