Role & responsibilities

- SEBI & Regulatory Compliance: Act as the designated Principal Officer ensuring standard regulatory filings, periodic reporting, and adherence to PMS guidelines.
- Day-to-Day Operations: Manage routine fund accounting, portfolio reconciliations, custodian/broker coordination, and client onboarding workflows.
- Trade Execution Support: Oversee smooth order placement, execution tracking, and timely settlement workflows.
- Process Building: Take ownership of building, documenting, and refining internal operational and compliance checklists as the firm grows.
- Audits & Documentation: Coordinate routine compliance audits and maintain meticulous records.

Preferred candidate profile

- SEBI Eligibility:



Must meet the baseline professional and experience criteria mandated by SEBI to officially qualify as a Principal Officer for a Portfolio Manager.
- Experience Level: 3 to 6 years of experience in Indian financial services, mutual funds, broking, or asset management operations/compliance. (Candidates who meet baseline SEBI criteria and are eager for stability are welcome).
- Core Attributes: High reliability, absolute integrity, strong attention to detail, and a genuine desire for a reliable, long-term commitment.
- Technical Literacy: Comfort with financial software, Excel

📌 Principal Officer For PMS (Hyderabad)
🏢 Inhance Capital Services
📍 Hyderabad