About Finnovate: Finnovate is India’s largest financial planning platform that specializes in
providing successful professionals with a disciplined approach to help
them achieve their financial goals safely, surely, swiftly
To date we have helped over 3500 professionals and their families achieve
purpose and structure to their financial lives through our FinnFitâ¢
Financial planning process. This is available through our experts as well as
through a transparent technology platform.
We are a zero-commission, product-agnostic and holistic SEBI-registered
investment advisory (RIA) firm. Finnovate is a customer-first platform that
prioritizes unbiased advisory and is gaining increased recognition with the
rise of awareness of direct products.
Finnovate has successfully raised over USD 3 million from marque
investors to drive our next league of expansion and impact. We have
recently secured a PMS license from SEBI to provide most convenient,
flexible and multi-asset portfolio management using direct products for our
clients.




We are in a growth phase where you can contribute ideas across the
spectrum, and grow into a core member of a truly customer-first team.
Finnovate offers a unique proposition where you can experience the
freedom to think and operate like an entrepreneur within the organisation,
while pursuing long-term growth opportunities aligned with your strengths,
aspirations and demonstrated competence

Location: Mumbai

Employment Type: Full time

Key Responsibilities:

• Conduct fundamental research on listed companies, sectors, and
macroeconomic trends to generate investment ideas for PMS
portfolios.

• Perform detailed company analysis, including business models,
industry dynamics, financial performance, management quality, and
competitive positioning.

• Build and maintain robust financial models, earnings forecasts, and
valuation models (DCF, Relative Valuation, SOTP, etc.).

• Track quarterly earnings, corporate announcements, regulatory
developments, concalls,

📌 Equity Research Analyst (Mumbai)
🏢 Finnovate
📍 Mumbai