Company Description Darshit FinServe (DFS) is dedicated to helping clients achieve their financial goals and improve their quality of life through personalized investment solutions and consulting in personal finance. The firm offers a comprehensive range of services, including investment and mutual fund advisory, portfolio management, life and health insurance, vehicle insurance, demat accounts, fixed deposits, and alternative investment options. DFS serves individuals seeking to strengthen their financial wellbeing and secure their financial future, combining rigorous numerical analysis with practical business insight and behavioral discipline.

With a philosophy that investment is both a science and an art, DFS focuses on clear goal-setting, disciplined decision-making, and long-term client partnerships. Clients benefit from tailored portfolio management, high-quality service, and guidance at every step of their journey toward financial freedom.

Role Description The Wealth Manager is a full-time, in office role based in Gujarat, India, responsible for providing personalized financial and investment guidance to individual clients. This role involves assessing clients’ financial situations, defining goals, and designing comprehensive financial plans that include investments, insurance coverage, and other suitable financial products.

The Wealth

Manager will manage and review client portfolios, recommend asset allocation strategies, and monitor performance to ensure alignment with changing market conditions and client objectives. Day-to-day activities include conducting client meetings, preparing financial reports,



explaining product features and risks, coordinating with service providers, and ensuring regulatory and compliance standards are met. The role also requires ongoing research on markets and products, proactive client communication, and contribution to business development through referrals and relationship building.

Qualifications

- Candidates should possess strong skills in Financial Planning to assess client goals, cash flows, and long-term needs.
- Candidates should possess expertise in Investment Management and Investments to construct, monitor, and rebalance diversified portfolios.
- Candidates should possess a solid foundation in Finance to interpret market trends, analyze products, and evaluate risk-return profiles.
- Candidates should possess knowledge of Insurance, including life, health, and general insurance, to recommend appropriate protection strategies.
- Bachelor’s degree or higher in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA level, or equivalent) are preferred.
- Strong analytical, quantitative, and problem-solving abilities, with attention to detail and comfort working with financial data and tools.
- Excellent communication and interpersonal skills to build trust, explain complex concepts clearly, and maintain long-term client relationships.
- High ethical standards, client-centric mindset, and familiarity with local regulatory and compliance requirements in India.
- Ability to work independently on-site, manage multiple client accounts, and adapt to changing market and client conditions.

📌 Wealth Manager (Gujarat)
🏢 dfs
📍 Gujarat