Talent.com
No longer accepting applications
Portfolio Manager

Portfolio Manager

Fincart Financial Plannerssrikakulam, andhra pradesh, in
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 • srikakulam, andhra pradesh, in

    Related jobs
    • Promoted
    US Mortgage

    US Mortgage

    Brace Infotech Private Ltdsrikakulam, andhra pradesh, in
    Relevant Experience US Mortgage : 2+ years.Relevant Experience Underwriter : 2 Years.Note : Immediate to 60 days Notice Preferred. US Mortgage, Underwriter, 4C's underwriter.Show moreLast updated: 19 days ago
    • Promoted
    Finance Controller

    Finance Controller

    Antriksh Cloud Private Limitedsrikakulam, andhra pradesh, in
    Job Description : Finance Controller.We are seeking a dynamic and strategic Finance Controller to lead the company’s finance. Chartered Accountant (CA) with 3–5 years of post-qualification experience...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Wealth Manager / Sr Wealth Manager

    Wealth Manager / Sr Wealth Manager

    Dhan Saarthisrikakulam, andhra pradesh, in
    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 solu...Show moreLast updated: 5 hours ago
    • Promoted
    FI - SD - MM - SAC Roles (US based)

    FI - SD - MM - SAC Roles (US based)

    deBCor Engineeringsrikakulam, andhra pradesh, in
    BCor Engineering is comprised of platinum-level SAP consultants with unparalleled expertise and a history of successful S4 implementations. Our team provides strategic and execution consulting, spec...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    GM Finance

    GM Finance

    Confidentialsrikakulam, andhra pradesh, in
    Develop and implement financial strategies aligned with business.Prepare annual budgets, forecasts, and long-term financial plans. Ensure accurate accounting as per applicable standards (Ind.Oversee...Show moreLast updated: 1 hour ago
    • Promoted
    Investment Banking Associate

    Investment Banking Associate

    Magma Digital Venturessrikakulam, andhra pradesh, in
    A global investment group focused on private equity, growth capital, and strategic acquisitions.The team works across the United States, Europe, and emerging markets, partnering with founders and o...Show moreLast updated: 2 days ago
    • Promoted
    Manager Finance - P2P (Procure to Pay)

    Manager Finance - P2P (Procure to Pay)

    Coatssrikakulam, andhra pradesh, in
    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 are used to cr...Show moreLast updated: 5 days ago
    • Promoted
    Finance Manager

    Finance Manager

    Chartered Institute of Professional Certificationssrikakulam, andhra pradesh, in
    The Chartered Institute of Professional Certifications is a global leader in professional development, delivering internationally recognized certification programs to senior executives, industry pr...Show moreLast updated: 1 day ago
    • Promoted
    RPMG : Portfolio Manager - Reach Market

    RPMG : Portfolio Manager - Reach Market

    ConfidentialSrikakulam, India
    RPMG : Portfolio Manager â€' Reach Market.Retail Portfolio Management Group.About Retail Portfolio Management Group.The RPMG department focuses on the lending business of the bank by offering variou...Show moreLast updated: 22 days ago
    • Promoted
    Credit Manager

    Credit Manager

    Oyster HR — Global Remote Teamsrikakulam, andhra pradesh, 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 moreLast updated: 1 day ago
    • Promoted
    Head of Product – SaaS / Fintech / Social Giving / Fund Raising

    Head of Product – SaaS / Fintech / Social Giving / Fund Raising

    Infogainsrikakulam, andhra pradesh, in
    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 frameworks, AI-assist...Show moreLast updated: 14 days ago
    • Promoted
    Associate - Merchant Acquiring

    Associate - Merchant Acquiring

    TriOptussrikakulam, andhra pradesh, in
    Title : Associate-Merchant Operations.The Merchant Operations Associate is responsible for ensuring accurate and timely data input for merchant setup and maintenance within the system.The role invol...Show moreLast updated: 1 day ago
    • Promoted
    Senior Lead Financial Planning & Analysis

    Senior Lead Financial Planning & Analysis

    BrowserStacksrikakulam, andhra pradesh, in
    BrowserStack is looking for a Sr.Lead - FP&A to steer the MIS, Budgeting and reporting process.This role will report to the Sr. This is a high-impact role, owning the responsibility of MIS and Finan...Show moreLast updated: 19 days ago
    • Promoted
    Affiliate Marketing Manager

    Affiliate Marketing Manager

    AppsClickssrikakulam, andhra pradesh, in
    AppsClicks is a leading mobile performance marketing agency that uses AI, machine learning, and data analytics to connect clients with the right users. With offices in Tel Aviv and Lisbon, we delive...Show moreLast updated: 1 day ago
    • Promoted
    Mergers and Acquisitions Analyst

    Mergers and Acquisitions Analyst

    Rely Services®srikakulam, andhra pradesh, in
    We are seeking an M&A Analyst to support investment evaluation, financial modeling, and deal execution.This role offers hands-on exposure to private equity–style transactions and is ideal for early...Show moreLast updated: 5 days ago
    • Promoted
    Co-Founder (Head of Cybersecurity)

    Co-Founder (Head of Cybersecurity)

    Secure Mojosrikakulam, andhra pradesh, in
    At SecureMojo, we are on a mission to redefine personal cyber protection.With cybercrime becoming one of the fastest-growing threats to individuals worldwide, we’re building the Ultimate Cyber Prot...Show moreLast updated: 1 day ago
    • Promoted
    Senior Finance Writer [Proven Equity / Investing experience]

    Senior Finance Writer [Proven Equity / Investing experience]

    Machingasrikakulam, andhra pradesh, in
    We're looking for a Senior Finance Writer with proven experience in equity / mutual-funds / investment advice space.Ideally, you've worked for a financial institution(AMCs / other finance companies) wher...Show moreLast updated: 3 days ago
    • Promoted
    Affiliate Manager - Lead Generation

    Affiliate Manager - Lead Generation

    Crossblade Media LLCsrikakulam, andhra pradesh, in
    Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market. We specialize in generating high-quality leads across multiple vertical...Show moreLast updated: 2 days ago