Job Title

Research Associate and Para Planner

Job City

Bangalore, Karnataka (Sadashivnagar)

Company Profile

Deeraj Shetty – Your Personal CFO – Governed by SEBI | Powered by iFAST

We are boutique Retirement Advisors working with Salaried Executives, Corporate Lawyers, and Retired Families!

Our goal is to provide timely and transparent Wealth Protection, Wealth Creation, and Wealth Management Solutions with a detailed focus on Tax Efficiency and Risk Management!

Our Ethos – create a Family Office for Salaried Executives!

We are a multi-product, unbiased Advisory Firm focused on looking to Create Effective and Efficient Wealth Advisory and Retirement Planning Solutions.

Job Profile & Responsibilities

1. EXISTING PORTFOLIO ANALYSIS – Analyze existing Investment, Insurance & Retirement Products

2. ASSET ALLOCATION STRATEGY – Create client-specific Investment Portfolios based on Asset Allocation Principles

3. PORTFOLIO CONSTRUCTION – Build Solutions as per – Needs, Risk Appetite vs Risk Tolerance, Time Horizon, and Goals

4. PORTFOLIO MANAGEMENT – MONTHLY – Monitor Markets, Track Goals, Rebalance Portfolios, Reconcile Transactions & Share Reports

PLEASE UNDERSTAND OUR EXPECTATIONS & OUR REQUIREMENTS
1. SOLUTION FOCUSED – Focus on Holistic Solutions for the Family
2. MULTI PRODUCT VIEW – Stock, Bonds, MFs, Trusts, ETFs, AIFs, REITs
3. KNOWLEDGE LEVELS – Attend AMC Calls, NFP Meetings & Writing a Will

Prefered Qualifications

Completed CFP or QPFP Certification

Desired Candidate Profile

Previous Experience in:

• Mutual Funds – understand specifics about MF Research
• Financial Planning & Retirement Planning
• Create and Re-Balance Portfolios

 

Additional Details

Our office is based at Sadashivnagar, Bangalore. WILLING TO TAKE OVER PORTFOLIOS – CONSTRUCTION, MANAGEMENT, RE-BALANCING & REPORTING

Salary Range

From INR 3.25 lakhs to INR 3.75 Lakhs

How to Apply

advisor@deerajshetty.com