Based in Current Delhi, the Associate will join the Wealth Advisory team and support senior team members in day-today wealth advisory activities, including client reporting, portfolio monitoring, coordination with stakeholders, and client servicing.

Key Responsibilities

- Prepare and update client portfolio and investment tracking sheets
- Monitor client portfolios and assist in regular performance reporting
- Support preparation of quarterly client review decks and reports
- Assist senior advisors during client meetings and follow-up actions
- Maintain accurate records of client interactions and meeting notes
- Respond to routine client queries under guidance of senior advisors
- Coordinate with custodians, banks, and third-party PMS/AIF providers for execution, reporting, and documentation
- Assist in calculation of advisory fees and support billing processes
- Coordinate with clients Chartered Accountants during tax filing and reporting period

Qualifications

📌 Associate Wealth Advisory (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai