Company Description WealthVanni operates as a mutual fund distributor and provides comprehensive financial and tax planning services to individual and institutional investors. The firm focuses on helping clients build long-term wealth through disciplined investment strategies and tailored advisory solutions. By combining mutual fund expertise with structured financial and tax planning, WealthVanni aims to optimize returns and manage risk effectively. Team members work in a professional workplace that emphasizes ethical advice, client education, and sustainable financial growth.
Role Description The Investors – Bild Wealth with MF role at WealthVanni is a full-time, on-site position based in Delhi, India. The role involves meeting and advising clients on mutual fund investments, explaining product features, and recommending portfolios aligned with clients financial goals and risk profiles. Responsibilities include conducting regular portfolio reviews, tracking market developments, and updating clients on performance and opportunities. The role also requires preparing basic financial and tax planning outlines, maintaining accurate documentation, and ensuring compliance with regulatory and internal guidelines.



Collaboration with internal teams for client onboarding, service resolution, and ongoing relationship management is an integral part of the position.
Qualifications

- Strong understanding of mutual funds, investment products, and basic portfolio construction.
- Knowledge of financial planning concepts, including goal-based planning, risk assessment, and tax planning fundamentals.
- Proficient client communication and interpersonal skills, with the ability to explain financial concepts clearly and neutrally.
- Analytical and numerical skills to interpret market data, fund performance, and client investment needs.
- Relevant certifications or licenses for mutual fund distribution in India (such as NISM Mutual Fund Distributor Certification) are highly preferred.
- Bachelor's degree in finance, commerce, economics, business, or a related field; advanced qualifications in financial planning or taxation are an advantage.
- Ability to work on-site in Delhi, manage multiple client relationships, and maintain high ethical and compliance standards.

📌 Investors - Bild Wealth with MF (Delhi)
🏢 wealthvanni
📍 Delhi