Company Description Kedia Capital | Wealth Management, incorporated in 2004 by Founder and Managing Director Vijay Kedia, is a leading stock broking and financial services company in India. The firm is a SEBI Registered Investment Advisor (INA000015525) and operates as the first unified licensed stock broker in India.

Kedia

Capital offers a wide range of investment options, including equities, derivatives, commodities, currencies, and mutual funds, through a single account and margin structure. Its user-friendly multi-asset trading platform and advisory-backed mobile application support clients across diverse segments, including millennials and Gen Z. The company is a member of NSE, BSE, MCX, NCDEX, ICEX, and CDSL, and is regulated by SEBI.

Role Description This is a full-time, in office Wealth Manager role based in Kalyan.

The Wealth

Manager will work closely with clients to understand their financial goals, risk profiles, and investment horizons, and will design tailored wealth management strategies. Daily responsibilities include conducting financial assessments, preparing investment proposals, monitoring portfolios, and recommending adjustments in line with market conditions and client objectives. The role involves advising on a range of products such as equities, mutual funds, insurance solutions, and other financial instruments offered by Kedia Capital.





The Wealth

Manager will also collaborate with internal advisory and trading teams, maintain accurate client records, ensure regulatory compliance, and participate in client acquisition and relationship-building activities.

Qualifications

- Strong skills in Financial Planning to analyze client needs, set goals, and design comprehensive financial roadmaps.
- Proficiency in Investment Management and Investments to construct, monitor, and optimize diversified portfolios.
- Solid understanding of Finance to interpret market trends, evaluate products, and explain financial concepts clearly to clients.
- Knowledge of Insurance products to integrate risk management solutions into overall wealth plans.
- Bachelor’s degree or higher in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Excellent analytical, quantitative, and communication skills, with the ability to present complex information in a clear and client-friendly manner.
- Proven client relationship management skills, including experience in wealth management, financial advisory, or related roles.
- High level of integrity, adherence to regulatory standards, and comfort working in a fast-paced, performance-driven environment.

📌 Wealth Manager (Kalyan)
🏢 KEDIA CAPITAL SERVICES PRIVATE
📍 Kalyan