- 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 clear, 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 strong, 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.