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 productive. 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 transparent, 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 opportuniti

📌 Wealth Manager Mumbai
🏢 Planify Capital
📍 Mumbai