Type: Full Time Location: Flora Fountain/Fort - Mumbai Description:

Company Name : Phaedrus Advisory LLP

Experience Level

2+ years in portfolio planning, investment advice, portfolio analysis, or the mutual fund industry, with multi-product experience as per SEBI regulations
Freshers with exceptional academic background and knowledge of financial investments

Industry : Financial Planning

Application Deadline : 30-06-2026

About the Company : Phaedrus Advisory LLP was established in October 2020 as a SEBI Registered Investment Advisor (RIA). Phaedrus is headed by Govind Pathak who has over 25 years of experience in Investment Advisory including Equity, Foreign Exchange, and Real Estate research. He holds an MBA in Finance from IIM (Lucknow). He is also a Certified Financial Planner.

We practice what we preach -- striking a work-life balance. Our office is open from Monday to Thursday. On Fridays we Work from Home (WFH) on need basis or devote the day to learning.

Website/LinkedIn : phaedrus.co.in

Job Summary :



We are looking for talented individuals who are sincere and have prior financial planning or investment management experience. Freshers with excellent understanding of financial investments and academic background can also be considered. A high level of ethical standards and honesty is required of all candidates.

Who Should Apply : CFP® Professionals, FPSB India students, Individuals with NISM XA & XB or similar

Responsibility

Research & Analysis: Analyzing clients' income, expenses, assets, liabilities, insurance, and tax position
Report Writing: Preparing financial planning reports and recommendations for the senior financial planner/advisor
Cashflow Planning: Building and maintaining financial projections and cashflow models
Product Research: Researching suitable mutual funds, insurance products, investment solutions, etc
Compliance Support: Maintaining client records and documentation per SEBI/regulatory requirements
Administrative Tasks: Filing,

📌 ParaPlanner (Mumbai)
🏢 FPSB India
📍 Mumbai