Company Description
Motilal Oswal Financial Services Ltd. (MOFSL) is a diversified financial services firm founded in 1987 and headquartered in Mumbai. The company offers a broad range of products and services including Private Wealth, Retail and Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity and Currency Broking, and Home Finance. MOFSL serves over 5.2 million customers across 550 cities and towns through more than 2,500 business locations, catering to retail clients, high net worth individuals, institutions, and corporates. The firm is strongly research-driven, investing significantly in equity research and employing a large team of analysts covering multiple sectors. MOFSL has received repeated national recognition for its equity research and advisory quality, including multiple awards from CNBC TV18 Financial Advisor Awards.

Role Description
This is a full-time, on-site Wealth Advisor role based in Mumbai. The Wealth Advisor will engage with clients to understand their financial goals, risk profile, and time horizon,



and design tailored wealth management and investment strategies. Responsibilities include conducting portfolio reviews, recommending appropriate financial products, and providing ongoing advisory support across asset classes in line with MOFSL’s research-based approach. The role involves building and maintaining long-term, trust-based client relationships, tracking market developments, and aligning advice with regulatory guidelines and internal compliance standards. The Wealth Advisor will collaborate with internal product, research, and operations teams to ensure seamless service delivery and a high-quality client experience.

Qualifications
- Candidates should possess robust skills in Financial Planning and Retirement Planning to design comprehensive, goal-based solutions.
- Candidates should possess solid knowledge of Investments and Finance to construct and monitor diversified portfolios.
- Candidates sho

📌 Wealth Advisor (Mumbai)
🏢 Motilal Oswal Financial Services
📍 Mumbai