Company Overview
One Centurion Pvt Ltd (The 1% Club)
The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the client’s best interest.
As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Personal CFO for our clients.
At the 1% Club, our mission is easy:
To help our clients achieve financial freedom through holistic financial planning, investment advisory, and wealth management solutions.
To deliver conflict-free advice backed by deep research, strong governance, and robust processes.
To empower individuals with clarity and confidence in every financial decision they make.
With a growing community of forward-thinking individuals, The 1% Club is redefining personal finance in India by providing end-to-end financial planning services under a transparent and fiduciary framework.
Job Responsibilities
- Manage end-to-end client relationships by adhering to the financial planning process and embodying the company's core values.
- Conduct engaging and value-driven conversations with clients on a daily basis, focusing on understanding their needs and goals.
- Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies.
- Act as a mentor, advisor, and friend to clients, providing support and guidance throughout their wealth creation journey.
- Oversee investment portfolios and align them with clients' financial objectives through meticulous planning and execution.
- Serve as a
📌 Financial Advisor Intern (Mumbai)
🏢 1% Club
📍 Mumbai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.