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,
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 career growth aligned with your strengths, aspirations and demonstrated competence
Job Summary
To execute and manage trades for PMS portfolios on a technology-driven platform, ensuring effective, compliant, and data-backed execution while leveraging trading systems, APIs, and analytics tools.
Location:
Mumbai
Employment Type:
Full time
Key Responsibilities:
1. Trade Execution (Tech-Enabled)
Execute equity and derivative trades via trading platforms, OMS (Order
Management Systems), and APIs
Ensure best execution using real-time market data and algorithmic tools (