Company Description Lumen Folio helps families across India and NRIs in the Gulf build long-term wealth through disciplined, goal-based mutual fund investing. As an AMFI-registered distributor (ARN 352543), the firm focuses on transparent, jargon-free guidance that prioritizes client goals over short-term market noise. Clients receive structured plans designed to support them through market ups and downs, with an emphasis on steady compounding over time. Lumen Folio operates on a transparent fee model, earning a standard trail from fund houses at no additional cost to clients, reinforcing a client-first approach and trust-based relationships. Role Description The Financial Advisor role at Lumen Folio is a full-time, hybrid position based in Kochi, with flexibility for some work-from-home. The Financial Advisor will engage with clients to understand their life goals and financial situation, and design tailored mutual fund-based plans for wealth creation, retirement, education, and other long-term objectives. Day-to-day responsibilities include conducting financial assessments, explaining investment options in clear, jargon-free language, and supporting clients in staying disciplined through market cycles. The role also involves regular portfolio reviews, preparing simple performance reports,



coordinating with operations for account setup and transactions, and maintaining accurate client records. The Financial Advisor will uphold regulatory and compliance standards while contributing to a client-centric, ethical advisory culture. Qualifications
• Candidates should possess skills in Financial Planning and Retirement Planning to design goal-based, long-term wealth strategies for clients.
• Candidates should possess skills in Finance and Investments to analyze mutual fund options and construct suitable portfolios.
• Candidates should possess skills in Financial Advisory to provide clear, unbiased guidance and ongoing support to clients.
• Strong communication and interpersonal skills to explain concepts in simple terms and build trust with diverse clients.
• Ability to use basic digital tools (spreadsheets, communication platforms, CRM or similar) for client analysis and documentation.
• High standards of integrity and adherence to regulatory and compliance requirements; prior experience in a client-facing finance role is an advantage.
• Relevant academic background in finance, commerce, economics, business, or a related field is preferred; certifications in financial planning or mutual fund distribution are a plus.

📌 Financial Advisor (Kochi)
🏢 Lumen Folio
📍 Kochi