Job Title: Paraplanner, Financial Planning
Company: TBNG Capital Advisors Pvt. Ltd. (SEBI RIA, INA000001837)
Location: Mumbai / Bangalore / Aurangabad
Experience: 2–5 years
Employment Type: Full-time
About TBNG
TBNG Capital is a fee-only, conflict-free investment adviser serving HNI, UHNI and NRI families across India, Singapore, the Gulf, the UK and the US. For over 22 years, we've been paid by our clients and no one else. Our advice is built on the FAB framework: Foundations, Allocation, Behaviour.
The Role
You'll be the analytical engine behind every client relationship. You'll turn client data into clear, actionable plans that our Relationship Managers take to the families we serve.

What You'll Do
• Build comprehensive financial plans, including cash flows, goal planning, risk profiling and asset allocation.
• Prepare portfolio reviews, rebalancing proposals and switch analyses, including tax and exit-load impact.
• Research and shortlist funds using our institutional AMC and scheme selection frameworks.




• Prepare client meeting packs and document advice to SEBI RIA compliance standards.
• Work with RMs on onboarding, annual reviews and fresh deployments.

What We're Looking For
• NISM X-A and X-B certification, or willingness to complete them within three months.
• CFP, CFA, CA or MBA Finance, either completed or in progress.
• Solid Excel skills and comfort with mutual funds, debt, taxation and asset allocation concepts.
• Sharp attention to detail. In this role, numbers are promises to a family.
• Clear written communication.
• A genuine belief in fee-only, client-first advice.

What You Won't Find Here
No sales targets, no product pushing, and no incentives tied to transactions.

What You Will Find
• A clear career path from Paraplanner to Associate RM to Relationship Manager.
• Exposure to complex HNI, UHNI and NRI cases, including cross-border planning.
• Mentorship from a team that debates what's right for the client.
• Competitive compensation: [CTC ra

📌 Para Planners (Mumbai)
🏢 TBNG Capital Advisors
📍 Mumbai