Company Description Planify Capital Limited is a leading platform enabling investors to gain early access to India’s private markets, including Pre-IPO companies, SMEs, startups, and unicorns. The company offers over 600 unlisted investment opportunities and has built a strong community of more than 95,000 investors, partners, and founders, including 14,000+ accredited investors. Planify has facilitated transactions of over ₹500 crore and delivered robust returns through multiple successful exits.

Backed by marquee investors and industry leaders, Planify combines advanced technology with a user-friendly interface to make private market investing more accessible and efficient. The organization is focused on becoming India’s preferred destination for angel investing, entrepreneurship, and investment banking services.

Role Description The Wealth Manager role at Planify Capital Limited is a full-time, on-site position based in Mumbai.

The Wealth

Manager will manage and grow client portfolios by identifying suitable opportunities across the private and unlisted markets, including Pre-IPO, SMEs, startups, and other alternative investments.

Responsibilities include assessing client financial goals, creating personalized investment and financial plans, recommending appropriate products, and monitoring portfolio performance.



The role involves building and maintaining long-term client relationships, conducting regular review meetings, and providing clear, data-driven guidance on market developments and investment strategies.

The Wealth

Manager will collaborate with internal teams to ensure a seamless client experience and adherence to regulatory and compliance standards.

Qualifications

- Candidates should possess strong Financial Planning skills, including goal-based planning, risk assessment, and portfolio construction.
- Candidates should possess Investment Management and Investments expertise, with experience in equities, alternative investments, and private market opportunities.
- Candidates should possess solid Finance knowledge, including understanding of capital markets, valuation concepts, and wealth management products.
- Candidates should possess familiarity with Insurance solutions as part of comprehensive financial planning and risk management.
- Demonstrated ability to build and manage client relationships, strong communication and presentation skills, and a consultative sales approach.
- Experience in wealth management, private banking, or investment advisory, preferably with exposure to private and unlisted markets.
- High ethical standards, attention to detail, solid analytical skills, and proficiency with financial tools and CRM platforms.

📌 Wealth Manager (Mumbai)
🏢 Planify Capital
📍 Mumbai