Portfolio & Wealth Management:
Design and manage investment portfolios for family office across asset classes mutual funds, equities, fixed income, PMS/AIF, and insurance-linked investment products.
Conduct goal-based financial planning: retirement planning, children's education, tax planning, succession, and wealth preservation strategies tailored to each family's risk profile.
Monitor portfolio performance on an ongoing basis, rebalancing allocations in line with market conditions, family lifestage changes, and evolving risk appetite.
Prepare and present periodic portfolio review reports, translating market and performance data into explicit, actionable guidance for family clients.
that impact client portfolios and advisory recommendations.
Ensure all investment advice and documentation comply with applicable SEBI/IRDAI regulatory and KYC/AML requirements.
Preferred candidate profile
Finance skilled with robust, hands-on experience in investments, portfolio management, and wealth management to advise a growing base of family office.
The ideal candidate combines technical investment knowledge with the relationship skills to manage portfolios end-to-end from goal-based financial planning through to ongoing portfolio monitoring and rebalancing.
This is a onsite role based out of our Kolkata office in the Dalhousie / BBD Bagh.