We are hiring a Wealth Advisor at Ocean Finvest, in Ahmedabad.
I'll be straight with you about who I'm looking for.
I don't want someone who sells. I want someone who advises. There is a difference, and good clients can feel it immediately.
Since 2014, more than 6,000 families have trusted us with their money. They didn't stay because we pushed products. They stayed because we told them the truth, did the research, and stood by them through every market. That is the standard. I want to raise it higher.
We are building something responsible in Ahmedabad. Not the biggest. The best. A firm clients are proud to be with and advisors are proud to belong to. If that is the kind of work you want your name attached to, read on.
ABOUT THE ROLE
This is a full-time, on-site role based in Ahmedabad. As a Wealth Management Advisor, you are the trusted bridge between a family's goals and the decisions that get them there.
WHAT YOU WILL DO
Meet clients to understand their goals, risk appetite and full financial situation, then build tailored, goal-based financial and investment plans.



Advise across mutual funds, domestic and international equity, fixed income, PMS, AIFs and insurance, in line with our research and compliance standards. Monitor portfolios, conduct periodic reviews, and recommend rebalancing as markets move and clients' lives change. Drive investor education by explaining strategies simply, sharing research insight, and helping clients stay long-term and disciplined. WHAT WE ARE LOOKING FOR
A strong foundation in financial and retirement planning, with the ability to design comprehensive, goal-based strategies. Sound knowledge of investments and finance across mutual funds, equity, fixed income and alternative products. Experience or genuine interest in wealth management, with a client-first, ethical approach. A bachelor's degree in Finance, Commerce, Economics, Business or a related field. CFP and relevant NISM/SEBI certifications are preferred. The ability to explain c

📌 Private wealth advisor (Ahmedabad)
🏢 Ocean Finvest
📍 Ahmedabad