Candidate must be able to make calculations and cash flow chart pertaining to financial planning, retirement planning & tax planning Must be aware of all investment asset class category available for Individuals, corporate and NRI clients Must be able to handle multitask with great speed and accuracy and must be able to handle pressure should be very strong in client relationship and services handling pertaining to wealth management should be able to coordinate effectively with all internal and external departments, to execute financial planning which are discussed & agreed with clients, till its fully executed and post that service related issues Must be exposed to equity market and must be able to do in-depth analysis of various companies and stocks Periodically must do client investment review and portfolio rebalancing as per the requirement . Must be doing close monitoring of all the investment as per goal planing Must be strong in making digital templets, brouchers and blogs for social media pertaining to financial planning and various assets class to reach larger audience in effective manner. Skils : Very strong in XL and financial formulas and PPT Well versed with financial Planning models Strong in wealth management planning and execution Retirement planning and clash flow prepration pertaining to financial planning Strong English verbal skills strong in reviews and presentations Education : Must have completed or must be appearing for final exam for CFP Must have done wealth management certification For details visit : www.vfinancialservices.com www.finoviserfinancialservices.com

Position Title: Accounts Executive Location: Navi Mumbai (Vashi) Experience: 3+ years Industry: Financial Planning / Financial Services Preferred: CA Interns or candidates with experience in CA firms ⸻ Job Responsibilities: 1. Taxation & Compliance: • Preparation and filing of Income Tax Returns (ITRs) for Resident Indians & NRIs. • Tax computation for individuals, including capital gains, deductions, and rebates. • Coordinating with clients for tax documentation and resolving taxation queries. • Support in TDS filing, tax payments, and reconciliation of Form 26AS. 2. Accounting & Financial Operations: • Bank reconciliation and brokerage reconciliation on a regular basis. • Raising invoices to AMCs, Insurance Companies, and other partners for commissions, fees, and brokerage. • Tracking collections and follow-ups for outstanding payments. • Managing petty cash, expense tracking, and assisting in preparation of monthly accounts dashboard. 3. Reporting & MIS: • Preparing monthly MIS reports for management on revenue, expenses, receivables, taxation, and profitability. • Generating reports on pending ITR filings, renewals, and collections. • Coordinating with Financial Planning and Operations teams for client-wise accounting and reporting. 4. Other Responsibilities: • Assistance in preparation of audit documents as required. • Staying updated with taxation laws relevant to individual and NRI clients. • Supporting ad hoc reporting needs and analysis for business growth. ⸻ Desired Candidate Profile: • B.Com / M.Com / CA Intern (Preferred) • 3+ years of relevant experience in CA firms or financial services firms. • Strong knowledge of ITR filing for NRI & Resident Indians. • Good command of MS Excel and familiarity with accounting & tax software (ClearTax, Winman, or similar). • Strong communication skills with ability to handle client interactions independently. • Detail-oriented, organized, and comfortable working in a fast-paced environment. ⸻ Why Join Us? • Work with a women-driven financial planning firm catering to HNIs and NRI clients. • Exposure to end-to-end taxation and financial operations. • Career growth opportunities in wealth management and financial services. Salary: Competitive, based on experience & qualifications visit our website : www.finoviserfinancialservices.com , www.vfinancialservices.com or mail us on : info@vfinancialservices.com