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Position Details:
Position Compliance & HR @ Plan Ahead Wealth Advisor Pvt Ltd
Company Name Plan Ahead Wealth Advisor Pvt Ltd
Location Mumbai, India
Job Type Compliance & HR
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

Company Profile : Plan Ahead is the Winner of the Best Investment Advisor 2016 by Outlook Money, India's leading personal finance magazine. Plan Ahead is a SEBI Registered Investment Advisor. Plan Ahead aims to add meaning to finances and time to clients' lives, by providing financial planning & wealth management solutions. It was established in 2003 by Vishal Dhawan and Shalini Dhawan. More details are available on

Job Location : Mumbai

Job Profile & Responsibilities : 

  •   Client portfolio reviews and change recommendations
  •   Assisting investment advisors in financial plan data collection and client coordination
  •   Financial plan creation
  •   Assisting investment advisors in preparation for plan presentation and plan and portfolio review meetings
  •   Coordination with investment advisor and client servicing teams with respect to implementation of plan where applicable
  •   Research on new financial planning trends and data insights linked to financial plans.
  •   Aid in queries linked to clients financial plan and investment recommendations
  •  Financial planning, risk profiling software housekeeping and portfolio reporting software integration with client reports
  •   Maintenance of planning and review calendars for clients.
  •   Compliance for clients
  •   Detailed research on multiple financial products
-    Mutual funds
-      Equities
-      Portfolio Management Services
-      Bonds
-      Real Estate
-      Commodities
-      Alternative assets
-      Life Insurance
-      Health insurance
-      Other insurance
-      IPOs
  •   Regular meetings with Asset/Fund/Portfolio Managers and Relationship Managers to get their view on financial markets and financial products
  •   Analyzing and sharing macro views on global and local economy, and local and global financial markets
  •   Sharing research/investment updates with investment advisors and with teams on an ongoing basis
  •   Commentary creation to share with clients – newsletters, social media, blogs, case studies, articles, etc
  •   Research software housekeeping
  •   Blog, website and social media maintenance with research, commentary and news insights

 Candidates Profile : 

  •   Analytical ability
  •   Comfortable with numbers
  •   Comfortable with meeting and interacting with people
  •   Willingness to coordinate amongst multiple teams
  •   Willingness to meet asset managers/product manufacturers to get views on financial markets and financial products, inside and outside office as and when events/opportunities arise.
  •   Constantly updated on new happenings
  •   Good communication skills – oral and written
  •   Willingness to go out of office for client/ other meetings, whenever needed
  •   Ability to remain constantly updated on financial markets and macroeconomics
  •   Comfortable with quick turnarounds and deadlines
  •   Sound planning and product knowledge
  •   Portfolio design and monitoring experience
  •   Relevant work experience of at least 1 year

Qualification CFP

Salary :  Salary will be commensurate with Industry standards, and will depend on work experience , educational qualifications and skills.

 Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 12/09/2017

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