Personal Investment & Portfolio Manager

Key Responsibilities 1. Investment Management & Execution Manage Indian and international De-mat & trading accountsExecute trades across equities, mutual funds, ETFs and other instrumentsMonitor and track existing investments and portfolio performanceMaintain proper records and reports of all investments 2. Portfolio Research, Planning & Analysis Review market news, company performance and economic trendsConduct basic fundamental analysis of stocks and investment options • Identify and present investment opportunities (scrips)Develop and maintain a diversified investment portfolioStrategically allocate funds across: Equity Mutual Funds Gold & Silver ETFs Real Estate (as applicable) Perform periodic portfolio reviews and rebalancing & present reports 3. Collaboration & Advisory Work closely with the principal to discuss investment ideas and strategiesAct as a trusted advisor and execution partner 4. Learning & Knowledge Sharing Continuously stay updated with market trends and financial productsSupport the principal in building investment knowledge for long-term independence Required Skills & Qualifications Strong understanding of financial markets and investment instrumentsExperience in handling De-mat accounts and trading platformsKnowledge of mutual funds, ETFs, and asset allocation strategiesBasic understanding of financial statements and market analysisGood communication and interpersonal skillsHigh level of integrity and confidentiality Good to Have Knowledge of taxation (capital gains etc.)Exposure to wealth management / PMS / family office rolesUnderstanding of real estate investments