Investment Advisor

A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team.

Job Description

- Advising clients on investment planning, goal-based financial planning, and asset allocation strategies  

- Analysis of investment portfolios and suggesting suitable investments  

- Preparing reports and presentations for investor awareness and client engagement  

- Educating potential clients regarding the various services offered by the firm in an offline or online meeting  

- Help in creating content for social media marketing and other educational initiatives

Certification Preferred: CFP or NISM Investment Advisor XA and XB

Communication: Good written and spoken English communication

Soft Skills: Presentable; analytical; good interpersonal skills; quick learner

Miscellaneous Details:

- No product selling targets. You will be evaluated based on clients' satisfaction with your approach.   

- Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home

- Work from Office Role; Meeting clients face to face when required  

Salary (CTC): INR 4 Lakhs to 10 Lakhs depending upon the candidate

About Company: Established in 2016, Truemind Capital Services (TMCS) is a fee-only, fast-growing & funded fintech advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, TMCS is a SEBI Registered Investment Adviser (RIA) which provides professional, unbiased, and personalized investment management solutions at an affordable cost. TMCS does not earn any commissions and therefore is a true fiduciary to its clients.

Website: www.truemindcapital.com  Office Location: Nehru Place, Delhi

Years of misselling have created a high trust deficit in the investment management space and there is a demand for trustworthy & quality advisors.

There are a few very good Relationship Managers/Wealth Managers who feel bad about not recommending the most suitable investments due to the pressure of meeting commission targets and who feel suffocated in the traditional banking/distribution system. Truemind Capital welcomes such RMs/WMs to become a part of our team. 

We also welcome candidates from research and analysis backgrounds who wish to manage investments and advice on personal finance.

We do not earn commissions from recommended investment products and charge fees for value-added services like financial planning and asset allocation strategies to our clients.

RMs/WMs/Research Analysts who would like to move to SEBI RIA for a brighter future should apply here.