Company Description Falconstar Partners LLP is a financial services and investment firm specializing in wealth management, portfolio management, and advisory services for alternative assets. The company is a new venture with a focused approach to serving NRI and HNI clients, backed by partners who have been in the same line of business for over three decades. Falconstar Partners LLP aims to deliver personalized, high-quality financial solutions tailored to clients’ long-term goals. The firm offers a professional environment where team members can contribute to building a modern, client-centric wealth management practice. Role Description The Wealth Management Advisor will work full time on-site in Ahmedabad, engaging directly with NRI and HNI clients to understand their financial goals and develop tailored wealth management strategies. Day-to-day responsibilities include assessing client portfolios, recommending investment options, and providing ongoing guidance on financial planning, retirement planning, and asset allocation. The advisor will regularly review and rebalance portfolios, monitor market developments, and communicate performance updates to clients. The role also involves collaborating with internal teams on portfolio research, maintaining accurate client records,



and ensuring compliance with regulatory and internal policies. Building long-term client relationships through proactive communication and high-quality service is central to this position. Qualifications
• Strong skills in Financial Planning and Retirement Planning, with the ability to translate client goals into actionable strategies.
• Proficiency in Investments and Finance, including understanding of asset classes, risk management, and portfolio construction.
• Experience providing Wealth Management Services, particularly to NRI and HNI clients, with a focus on holistic advisory.
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field; professional certifications (such as CFP, CFA, or equivalent) are an advantage.
• Excellent analytical, numerical, and communication skills, with the ability to explain complex financial concepts in transparent, accessible language.
• Proven ability to build and maintain client relationships, high ethical standards, and a strong commitment to confidentiality and regulatory compliance.
• Comfort working in an on-site, client-facing environment in Ahmedabad, with a proactive and self-driven approach to business development.

📌 Wealth Management Advisor (Ahmedabad)
🏢 Falconstar Partners
📍 Ahmedabad