Our Team
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Founders
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Deepak Jain
Co-Founder & Head of Customer Engagement
Deepak brings over 17 years of experience in delivery excellence and customer engagement. In his previous role, he was heading Customer Delivery & Excellence team at Tech Mahindra UK division. He has worked across the globe from Asia, America, Europe and Australia with several prestigious customers. Deepak is passionate about Personal Finance space and wants to spread financial awareness amongst masses. He did his MBA from IIM-B and graduation from IIT-R.
Shailendra Kumar
Co-Founder & Head of Sales and Marketing
Shailendra holds certification in Financial Markets from Yale University (US) and B.E in Electronics from IIT-Roorkee. Shailendra has over 17 years of experience in Sales & Delivery of complex projects in embedded mobile domain. He has strong entrepreneurial instincts and has a goal of developing process driven and scalable financial advisory company. He believes that Technology can be leveraged to provide affordable and high quality financial advise to masses.
Shrikant Kolhar
Co-Founder & Head of Technology and Analytics
Shrikant brings more than 15 years of Tech experience as Solution Architect and Lead consultant. He was early team member of i2 technologies. Ex-COO of Calm.io which got recently acquired by Nutanix Inc. He has a PhD in Economics from IIM-B and is passionate about use of technology in Finance.
We are hiring
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Job Title: Financial Advisor/Wealth Manager
Type: Full Time
Location: Bangalore
Working hours: 10am-6pm
Working Days: 5.5 days/week
Summary :
The ideal candidate will create financial plans for the clients by assessing their financial needs, goals, and risk tolerance and provide tailored investment solutions, savings, and insurance recommendations to help achieve their long-term financial goals.
Key Responsibilities :
• Conduct detailed financial reviews with clients to understand their financial goals, investment preferences, and risk tolerance.
• Develop personalized financial strategies and plans, including budgeting, savings, investments, and retirement planning. his bad assets.
• Recommend appropriate investment products such as mutual funds, stocks, bonds, or insurance policies, based on client needs by explaining financial strategies, investment options, and recommended courses of action.
• Identify suitable investment opportunities, asset allocation strategies, and risk management techniques.
• Monitor investment performance, assess risk exposure, and recommend adjustments when required.
• Regularly review clients' financial plans ensuring progress towards goals and update clients' financial plans and portfolios to reflect changes in their objectives, market conditions, or new opportunities.
• Stay updated on financial trends, market developments, and new products and ensure compliance with all regulatory and organizational standards in all interactions and transactions.
• Present detailed financial reports to clients and maintain accurate records of client interactions and plan revisions.
Requirements :
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications such as Certified Wealth Manager (CWM), Certified Financial Planner (CFP), or NISM Investment Advisor Level-2 certification (Preferable).
• 1 to 3 years of relevant work experience in finance, preferably in financial planning and wealth management.
How to apply?
Please send your resume to [email protected]
Call us at +917044906409
Contact Us
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Write a message
"If you got any questions, please do not hesitate to send us a message. We reply within 24 working hours."
3rd Floor, BKN Ambaram Estates, 648/L, Old Madras Rd, Next to Police Station, Indiranagar, Bengaluru, Karnataka 560038
+91-99160 55544
