Company Description Validd.in is a growing wealth management platform focused on helping clients build, protect, and optimize their financial lives through personalized advisory services. The organization combines technology-driven insights with human expertise to deliver transparent and goal-oriented financial solutions. Validd.in emphasizes long-term client relationships, ethical practices, and clear communication to support informed financial decisions.

Team members collaborate closely to design strategies tailored to diverse client needs, from emerging professionals to established investors. The company offers an environment where financial advisors can contribute to client success while continuing to develop their professional skills.

Role Description The Wealth Management Advisor is a full-time, on-site role based in Pune City, responsible for providing comprehensive financial guidance to individual and institutional clients. Day-to-day work includes meeting clients to assess their financial goals, risk tolerance, and time horizons, and creating tailored strategies that address investment, retirement, and overall wealth management needs. The advisor will analyze financial products and portfolios, recommend suitable investment options, and regularly review and rebalance client portfolios to align with changing market conditions and personal circumstances.

The role also involves preparing explicit financial reports,



maintaining detailed documentation, and ensuring compliance with regulatory and internal standards. In addition, the advisor will collaborate with internal teams, participate in client acquisition initiatives, and stay updated on financial markets, tax regulations, and industry best practices.

Qualifications

- Strong capability in Financial Planning and Retirement Planning to design holistic, goal-based advisory solutions.
- Solid understanding of Investments and Finance to evaluate products, construct portfolios, and interpret market trends.
- Experience delivering Wealth Management Services, including asset allocation, risk management, and long-term strategy building.
- Relevant academic background such as a degree in Finance, Economics, Business, or related fields; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Excellent analytical, quantitative, and problem-solving skills, with attention to detail and accuracy in documentation.
- Clear and confident communication skills, with the ability to explain complex financial concepts in simple terms and build trust with clients.
- Proven ability to work ethically, handle confidential information, and comply with regulatory guidelines and organizational policies.
- Comfort working in an on-site, client-facing environment in Pune City, with a proactive approach to client service and business development.

📌 Wealth Management Advisor (Pune)
🏢 Validd.in
📍 Pune