Job Description:

About Equirus

About Equirus Wealth

Equirus is a leading mid‐market investment bank with robust practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

For more details you can visit us at www.equirus.com

Equirus Wealth is a holistic Wealth Management platform founded in 2018 by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates. We specialize in Wealth Management, Mutual Funds, Primary and Secondary Debt, Real Estate, Market Linked Debentures, Alternate Investment Funds, Tax Advisory, Estate Planning, Offshore Products, Unlisted Securities, Portfolio Management Services, Investment Advisory and Family office.

For more details you can visit us at https://www.equiruswealth.com/





Position / Role TitlePortfolio Manager – Direct EquitiesAbout the rolePortfolio Manager - Direct Equities PCG will be responsible for leading the equity research, advisory, and investment strategy for HNI and UHNI clients within the Private Client Group
The role will focus on generating differentiated equity ideas, managing client portfolios directly in listed markets, and ensuring consistent advisory excellence while driving business growth.

Job description

Equity Research & Advisory
- Lead the Direct Equities desk, overseeing idea generation, sectoral/thematic research, and stock recommendations tailored to PCG clients.
- Develop and monitor model portfolios, investment strategies, and tactical calls for HNI/UHNI clients.
- Ensure research coverage is client-centric, differentiated, and actionable.
- Guide research analysts in producing high-quality reports and market insights.

Client Portfolio Strategy
- Provide direct equities portfolio advisory to relationship managers and clients.
- Conduct periodic portfolio reviews and perf

📌 Portfolio Manager (Mumbai)
🏢 Equirus
📍 Mumbai