Company Description Avaggat Services LLP is a mutual fund and insurance advisory firm focused on helping clients make informed financial decisions. The name “Avaggat,” rooted in Sanskrit, reflects the firm’s commitment to awareness, insight, and understanding in every client interaction. With years of experience in the financial industry, the team provides tailored solutions that support clients in achieving financial freedom.

Avaggat specializes in securing futures through insurance and building wealth through smart mutual fund investments, guided by values of transparency, trust, and empowerment. The firm encourages open communication and collaboration with clients throughout their financial journey.

Role Description The Wealth Manager will work on-site in Guwahati in a full-time capacity, advising clients on mutual funds, insurance, and overall financial planning.

Responsibilities include assessing client financial goals, risk tolerance, and current portfolios to recommend suitable investment and insurance products. The role involves preparing and presenting financial plans, conducting regular portfolio reviews,



and monitoring market trends to adjust strategies as needed.

The Wealth

Manager will educate clients on financial concepts, ensure regulatory and compliance requirements are met, and maintain accurate documentation of client interactions and recommendations. Collaboration with internal team members to refine advisory offerings and contribute to business development activities is also expected.

Qualifications Required -

- Basic understanding of Mutual Funds and Insurance, clubbed with intent to learn more.
- Valuable communication and interpersonal skills to build trust, explain complex concepts clearly, and maintain long-term client relationships.
- Analytical and problem-solving abilities, with attention to detail and a client-centric mindset.
- Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, NISM, IRDA) are an advantage.
- Comfort working on-site in Guwahati, with the ability to manage multiple client engagements with high focus on ethics and responsibilities.

📌 Wealth Manager (Guwahati)
🏢 Avaggat Services
📍 Guwahati