Talent.com
Portfolio Manager
Portfolio ManagerFincart Financial Planners • panchkula, India
No longer accepting applications
Portfolio Manager

Portfolio Manager

Fincart Financial Planners • panchkula, India
2 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

    Create a job alert for this search

    Portfolio Manager • panchkula, India

    Related jobs
    Key Account Manager

    Key Account Manager

    The Kite Flyers • panchkula, haryana, in
    We’re Hiring : Key Account Manager.At The Kite Flyers, we’re not just a marketing agency—we’re a brand’s launchpad.From scroll-stopping digital content to buzzworthy activations, we make stories soa...Show more
    Last updated: 1 hour ago • Promoted • New!
    Management Intern

    Management Intern

    AJS HIREUP • panchkula, haryana, in
    Management Internship – Join AJS HIREUP’s Logistics Team!.Your Role as a Management Intern.Assist in day-to-day logistics operations. Work closely with the operations and tech teams.Assist in managi...Show more
    Last updated: 30+ days ago • Promoted
    Finance and Compliance Manager

    Finance and Compliance Manager

    Goshies Apparels Private Limited • Panchkula, Republic Of India, IN
    Goshies Apparels Pvt Ltd is an apparel distribution company connecting top brands with retailers across India.We manage inventory procurement, distribution, and returns, ensuring a transparent proc...Show more
    Last updated: 2 days ago • Promoted
    Assistant General Manager Sales - Real Estate

    Assistant General Manager Sales - Real Estate

    HnH Placement Pvt. Ltd. • Panchkula, India
    Urgent Leadership Requirement for a Real Estate Giant in Mumbai.Job Title : AGM Sales (Team Leader).Summary : The key task of the role is to lead a team of Channel Sourcing managers & drive business ...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Business Analytics Fellowship Associate

    Business Analytics Fellowship Associate

    HEProAI • panchkula, haryana, in
    Business Analytics Fellowship Associate.The Business Analytics Fellowship Associate will participate in a structured, project-based learning program designed to build foundational and intermediate ...Show more
    Last updated: 1 hour ago • Promoted • New!
    Hyperion Financial Management Lead Consultant

    Hyperion Financial Management Lead Consultant

    Sunrise Systems, Inc. • Panchkula, India
    Hyperion Financial Management Lead Consultant.Must have 1-2 years of Hyperion (HFM) experience (Minimum) and hands-on experience with company divestitures (splitting companies, manipulating data).C...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Financial Services Assistant

    Financial Services Assistant

    VIGYAN ARORA & CO., Chartered Accountants • Panchkula, Republic Of India, IN
    Established in 1994 by Vigyan Prakash Arora, Vigyan Arora & Co.The firm caters to business houses, government institutions, and MSMEs, helping them navigate complex financial and business challenge...Show more
    Last updated: 6 days ago • Promoted
    Hyperion Financial Management (HFM) Lead Consultant

    Hyperion Financial Management (HFM) Lead Consultant

    Radiant Systems Inc • Panchkula, India
    Hyperion Financial Management Lead Consultant.The Hyperion Financial Management (HFM) Lead Consultant will support Client new joint venture by enhancing the on‑premise Oracle EPM / Hyperion Financial...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Account Manager (Marketing Agency)

    Account Manager (Marketing Agency)

    GrowthBuddy • panchkula, haryana, in
    We're looking for a sharp Account Manager for a fast-growing US-based marketing agency specialising in multi-location businesses. You'll own client relationships, translate campaign performance into...Show more
    Last updated: 1 hour ago • Promoted • New!
    Engineering Lead

    Engineering Lead

    Altellect • panchkula, haryana, in
    Koramangala, Bangalore | 5 Days WFO.Altellect is building the next generation of intelligent, high-growth, product-led ventures — and we’re looking for leaders who can help us shape the future.We a...Show more
    Last updated: 1 hour ago • Promoted • New!
    Account Executive

    Account Executive

    4AM Worldwide • panchkula, haryana, in
    The core of this role is end-to-end account and project management, executed with a digital-first mindset at every step.You will own accounts from briefing to delivery, ensuring strategic thinking,...Show more
    Last updated: 1 hour ago • Promoted • New!
    Assistant Manager Sales - Real Estate

    Assistant Manager Sales - Real Estate

    HnH Placement Pvt. Ltd. • Panchkula, India
    Urgent Requirement for a Real Estate Giant.Salary Budget : Upto 12 LPA (Includes 10% performance variable).Shift : Dayshift – 6 days working with rostered week off (Sunday will be working).Candidate ...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Short-Term Consultant : Digital Financial Services Expert

    Short-Term Consultant : Digital Financial Services Expert

    IFC - International Finance Corporation • Panchkula, India
    International Finance Corporation (IFC), a member of the World Bank Group, is the largest global development institution focused on the private sector in emerging markets.We work in more than 100 c...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    RPMG : Circle Portfolio Manager - Auto Loans - Field - Infinity

    RPMG : Circle Portfolio Manager - Auto Loans - Field - Infinity

    Confidential • Panchkula, 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: 23 days ago • Promoted
    CA Inter

    CA Inter

    VIGYAN ARORA & CO., Chartered Accountants • Panchkula, India
    Established in 1994 by Vigyan Prakash Arora, Vigyan Arora & Co.The firm caters to business houses, government institutions, and MSMEs, helping them navigate complex financial and business challenge...Show more
    Last updated: 5 days ago • Promoted
    Financial Reporting and Audit Lead

    Financial Reporting and Audit Lead

    Goshies Apparels Private Limited • Panchkula, Republic Of India, IN
    Goshies Apparels Pvt Ltd is an apparel distribution company connecting top brands with retailers across India.We manage inventory procurement, distribution, and returns, ensuring a transparent proc...Show more
    Last updated: 2 days ago • Promoted
    Assistant General Manager - Real Estate

    Assistant General Manager - Real Estate

    HnH Placement Pvt. Ltd. • Panchkula, India
    Urgent Leadership Requirement for a Real Estate Giant in Mumbai.Job Title : AGM Sales (Team Leader).Summary : The key task of the role is to lead a team of Channel Sourcing managers & drive business ...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Sales Account Executive

    Sales Account Executive

    YourTribe • panchkula, haryana, in
    You will become a master of the Humantic AI product, Buyer Intelligence as a segment and the general Sales AI market.You will become a trusted sales advisor to potential customers (that will includ...Show more
    Last updated: 30+ days ago • Promoted