Company Description myMoneySage is a SEBI-registered, fee-only advisory firm specializing in bespoke financial planning, goal-based investing, and holistic wealth management for CXOs, HNIs, Ultra-HNIs, and NRIs. The organization focuses on providing unbiased, transparent, and conflict-free advice tailored to complex financial needs. myMoneySage designs curated investment strategies that go beyond conventional products, including differentiated asset classes and alternative investments. The firm aims to help clients grow, protect, and manage their wealth with clarity, confidence, and long-term discipline.

Team members collaborate in a client-centric environment that values integrity, expertise, and innovation in financial advisory services.

Role Description The Financial Planner cum Investment Advisor will work in a full-time hybrid role based in Bengaluru, with flexibility for partial work from home. The role involves meeting and onboarding clients, understanding their financial goals, risk profiles, and life-stage needs, and creating comprehensive, personalized financial plans. The advisor will design and manage goal-based investment portfolios, recommend suitable asset allocations and products, and monitor portfolio performance against client objectives.

Day-to-day tasks include conducting detailed financial analyses, preparing reports, explaining strategies in clear, accessible language, and proactively reviewing and rebalancing client portfolios.



The role also includes staying updated on regulations, market trends, tax implications, and alternative investments, while maintaining strict compliance with SEBI guidelines and the firm’s fee-only, conflict-free advisory model.

Qualifications

- Candidates should possess strong skills in Financial Planning and Personal Financial Planning, including cash flow management, risk assessment, and goal-based planning.
- Candidates should possess Certified Financial Planner credentials or equivalent professional certification, with a solid foundation in Finance principles and investment concepts.
- Candidates should possess expertise in Retirement Planning, including accumulation and distribution strategies, tax-efficient income planning, and long-term wealth preservation.
- Relevant skills such as portfolio construction, asset allocation, and knowledge of mutual funds, bonds, equities, and alternative investments are highly beneficial.
- Robust analytical ability, proficiency with financial planning tools and Excel, and attention to detail in documentation and compliance are expected.
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and build long-term client relationships.
- Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field is preferred, along with experience advising HNIs, Ultra-HNIs, or NRIs.

📌 Financial planner cum Investment Advisor (Bengaluru)
🏢 myMoneySage
📍 Bengaluru