Company Description Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasizes doing for our clients what we would do for ourselves. We provide personalized, research-backed PMS focused on long-term wealth creation and financial growth, while ensuring transparency, trust, and a client-centric approach in all our endeavours. For more information, please visit our website at www.purnartha.com. Role Description This is a full-time on-site role for a Wealth Manager located in Chennai. The Wealth Manager will be responsible for developing personalized financial plans, managing client investments, providing investment advice, and ensuring comprehensive financial planning. Daily tasks include assessing clients' financial needs, developing investment strategies, managing investment portfolios, and coordinating with insurance providers as needed. The Wealth Manager will maintain client relationships, conduct regular portfolio reviews, and provide updates on financial and investment performance. Qualifications Financial Planning and Finance skills Investment Management and Investments expertise Knowledge and experience in Insurance Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work independently and collaboratively with a team Certified Financial Planner (CFP) or equivalent certification preferred Bachelor's degree in Finance, Economics, Business, or related field Show more Show less

Company Description Purnartha is a leading SEBI-registered company offering research-driven Portfolio Management Services with over a decade of experience. Inspired by the philosophy of "Vasudhaiva Kutumbakam," we aim for long-term wealth creation and financial growth for our clients. We emphasize transparency, trust, and a client-centric approach in all our endeavors. Our personalised, research-backed PMS ensures our clients' financial success. For more information, please visit our website www.purnartha.com. Role Description This is a full-time on-site role for a Senior Wealth Manager located in Mumbai. The Senior Wealth Manager will be responsible for financial planning, managing client investments, client acquisition, developing investment strategies. The role involves meeting with clients, assessing their financial goals, creating investment proposals, and managing portfolios to ensure growth and profitability. Qualifications Skills in Financial Planning and Investment Management Expertise in Investments and Finance Knowledge of equity market. Acquisition and Building AUM in Pms. Excellent analytical and problem-solving skills Strong communication and interpersonal skills Experience in client relationship management Bachelor's degree in Finance, Economics, or a related field is preferred Professional certifications such as CFA or CFP are a plus Show more Show less

Company Description Purnartha is a SEBI-registered company offering research-driven Portfolio Management Services with over a decade of experience. Inspired by the philosophy of "Vasudhaiva Kutumbakam," Purnartha provides personalised and research-backed PMS aimed at long-term wealth creation and financial growth. We prioritize transparency, trust, and a client-centric approach in all our services. For more information, please visit our website www.purnartha.com. Role Description This is a full-time, on-site role for a Wealth Manager located in Pune. The Wealth Manager will be responsible for overseeing client portfolios, developing financial plans, managing investments, and providing financial advice. Daily tasks include assessing client needs, making investment recommendations, conducting financial analyses, and ensuring that clients' investment strategies align with their financial goals. The Wealth Manager will also engage in continuous client communication to foster trust and transparency. Qualifications Proficiency in Financial Planning and Investment Management Experience with Investments and Finance Knowledge of Insurance products and strategies Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and collaboratively Experience in wealth management or related financial services Bachelor's degree in Finance, Economics, or related field Relevant certifications (e.g., CFA, CFP) are a plus Show more Show less

Company Description Purnartha is a SEBI-registered company that offers research-driven Portfolio Management Services with a focus on long-term wealth creation and financial growth. The company's philosophy is rooted in "Vasudhaiva Kutumbakam," emphasizing client-centric approaches and transparency. Purnartha has over a decade of experience in providing personalised PMS solutions to its clients. Role Description This is a full-time on-site Equity Dealer role located in Chennai. The Equity Dealer will be responsible for stock market trading, equities, finance, and investments on a day-to-day basis. Qualifications Stock Market and Trading skills Equities and Finance knowledge Experience in investment management Strong analytical and decision-making skills Bachelor's degree in Finance, Economics, or related field SEBI certification or relevant licenses is a plus