Investment Banking Role - Investment Advisory Firm

Responsibilities :

- Liaise with private Angel investors, Family offices, early stage Venture capital firms, potential Channel partners to showcase or raise capital for early stage technology companies.

- Candidates with experience in Investment Advisory/ Wealth Management/ Venture Capital or Handling HNI / UHI Clients will be preferred.

- Acquiring and managing HNI/UHNI clients.

About Company :

It is a powerful platform based on a planning-first approach for individuals with aspiration and ambition, who desire real-time access to their goals and existing investments, to help in making better investment and lifestyle decisions through simplified financial concepts.

They are a SEBI registered investment advisory firm that is a one-stop solution for financial planning, investment tracking, providing real-time advice and execution services.