Company Description Deeraj Shetty – Your Personal CFO operates as a SEBI-registered investment advisory practice through Dyota Solutions, delivering fee-only financial planning services to over 500 families and managing approximately INR 1,200 Crores in assets. Since 2017, the firm has focused on transparent wealth protection, creation, and management, with strong emphasis on tax efficiency and risk management. It uses an in-house app, QID, to provide consolidated reports, transaction tracking, and capital gains analysis, supported by an index-based proprietary algorithm for portfolio design and wealth management. The team provides comprehensive solutions across investments, liabilities, taxation, insurance, and estate planning, aiming for high-quality, sustained growth. Clients include senior professionals and practitioners across India, the Middle East, APAC, Europe, and select locations outside the US, with a strong commitment to accountability for clients’ capital. Role Description The Mutual Fund Representative is a full-time, on-site role based in Bengaluru, responsible for supporting clients with mutual fund investments as part of their overall financial plans. Day-to-day tasks include explaining mutual fund products, clarifying risk profiles, and assisting clients with new investments, switches, and redemptions in line with advisory recommendations. The role involves coordinating documentation and KYC, ensuring compliance with regulatory requirements, and accurately processing transactions through internal systems and partner platforms. The Representative will respond to client queries, provide portfolio updates, and support quarterly review processes by preparing mutual fund reports and insights. Collaboration with advisors and operations teams to maintain high service standards, data accuracy, and timely communication is a key part of this role. Qualifications
• Candidates should possess strong knowledge of Investments, Mutual Funds, and Finance.




• Candidates should possess skills in Portfolio Management and understanding of asset allocation and risk–return principles.
• Candidates should possess solid Customer Service abilities, including clear communication and client relationship management.
• Candidates should ideally have familiarity with tax-productive investing, regulatory and compliance norms, and basic documentation processes.
• Relevant academic background in Finance, Commerce, Economics, or a related field is preferred; professional certifications (e.g., NISM Mutual Fund Distributor, CFP) are an advantage.
• Attention to detail, comfort with data and reports, proficiency with MS Excel and financial software, and the ability to work collaboratively in a fast-paced advisory environment are beneficial. Job Title: Associate – Operations & Accounts . Office & Operations:
· Maintain Office, Client, Employee Records (Folders and Google Drive – investments & transactions)
· Fill Forms & Applications across vendors, custodians and platforms.
· Prepare portfolio reports for clients and internal teams.
· Coordinate with Dyota, MFU, Prudent, Cams, KFintech
- Forms, Documents, Investments, Cheques, etc. Accounts & Account Opening
· Investigate and resolve discrepancies in financial data and holdings with SOA and Capital Gains.
· Assist with audit support, compliance documentation, and regulatory reporting as required.
· Reconcile Bank Accounts, Credit Cards and Accounts monthly for GST, TDS, PT and Expenses
· Assist with Client Account Opening for Dyota, MF Utilities, Prudent, PMS, REC, etc.
· . Ideal Candidate Profile:
· Bachelor’s degree in Commerce, Accounting, Finance, or related field.
· 3-5 years’ Exp in Financial Planning or Wealth Management or AMC in Accounting or Operations.
· A Multi Tasker – Operations & Accounts requires attention to detail and and a proactive work ethic. Proficiency in Microsoft Excel and comfort with data-driven tasks.

📌 Mutual Fund Representative (Bengaluru)
🏢 Deeraj Shetty Your Personal CFO
📍 Bengaluru