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 FinnFit™ 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, adaptable 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 career growth 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 announcemen
📌 Equity Research Analyst (Mumbai City)
🏢 Finnovate Financial Services
📍 Mumbai City
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