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Investment Advisor

Employer
Truemind Capital Services
Location
Nehru Place, Delhi (IN)
Salary
INR 10-18 Lakhs + incentives. Negotiable. Depends on the quality.
Closing date
Apr 30, 2024

Job Details

A funded fast-growing HNI-focused multi-family office is 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 suggestions for 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  

- New client conversions from the leads provided by the company

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 and the growth of assets under advisory.   

- 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  

 - You will be working directly with the founders in the core team

Salary (CTC): INR 10 Lakhs to 18 Lakhs (+ attractive incentives) depending upon the candidate

About Company: Established in 2014, Truemind Capital (TMC) is a fee-only, fast-growing & funded investment advisory and multi-family office company with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, TMC is a SEBI Registered Investment Adviser (RIA) that provides professional, unbiased, and personalized investment management solutions at an affordable cost. TMC does not earn any commissions and therefore is a true fiduciary to its clients. Truemind overlooks assets of more than INR 300 crores across 200+ HNI families.

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.

Truemind is a fee-only SEBI Registered Investment Adviser that specializes in handling portfolios of busy working professionals, including CXOs, doctors, lawyers, entrepreneurs, consultants, NRIs, startup founders, and wealthy families.

We do not earn commissions from recommended investment products and charge fees for value-added services like financial planning and dynamic asset allocation strategies to our clients. Zero commission products (like direct plans of mutual funds, PMS, AIFs, and bonds) ensure there is no conflict of interest and no product-selling targets.

Relationship Managers/Wealth Managers/Research Analysts and investment advisory enthusiasts who would like to move to SEBI RIA for a brighter future should apply here.

Company

Established in 2014, Truemind Capital (TMC) is a fee-only, fast-growing investment advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, TMC is a SEBI Registered Investment Adviser (RIA) that provides professional, unbiased, and personalized investment management solutions at an affordable cost. We do not earn any commissions and therefore are true fiduciaries to our clients.

Company info
Website
Telephone
9999505324
Location
310, 3rd Floor, Hemkunt Chambers, 89
Nehru Place
New Delhi
Delhi
110019
IN

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