PPFAS - Product Research Analyst - Wealth Management Division

About Us: PPFAS Wealth is a division of Parag Parikh Financial Advisory Services Limited (PPFAS). PPFAS was founded - by Mr. Parag Parikh - on the core values of transparency, effective communication, the 'Law of the Farm', and a client-first approach.

Our Core approach is being the "Financial Doctors", prioritizing the client-centric strategy over a product-centric one to assess overall financial positions to prescribe the most suitable solutions, ensuring recommendations based on their needs rather than a specific product. Additionally, we also aim to provide solutions that are simple to explain and implement, enhancing client understanding and engagement.

We are seeking a Product Research Analyst for our Wealth Management Division, responsible for analyzing investment philosophies and conducting market research to inform the team on new product development in the industry.

Roles & Responsibilities

- Strong understanding of Equity, Debt, Hybrid Mutual Fund products, AIFs, PMS, and other Investment products.

- Lateral thinker with a passion and ability for tracking various investment philosophies and styles of different fund houses/ fund managers.

- Familiarity with Regulatory requirements and actively tracking Industry developments.

Given the Group's belief in 'The Law of The Farm' - which emphasizes that all good things take time - at PPFAS Wealth, we think in terms of years and not months.

Qualification & Experience

- 0- 2 years of relevant experience in Mutual Funds, AIF, and Wealth Management.

- MBA / CA / CFA /CFP - Preferred

- Excellent Communication skills, both written and verbal.

- Proficient in Excel and PowerPoint

Location - Nariman Point - Mumbai