• MUTUAL FUNDS

• • Open ended, Close ended, Interval 

  • Actively or Passively 

  • Growth, Income, Liquidity 

  • Equity, Debt, Hybrid, Money market instruments, Multi Asset  

  • Tax saving, Retirement benefit, Child welfare, Arbitrage

  • Exchange Traded Funds

  • Overseas Funds 

  • Fund of Funds

• PORTFOILO MANAGEMENT SERVICE (PMS)

• • Discretionary PMS

  • Non-Discretionary PMS

  • Advisory PMS

• ALTERNATIVE INVESTMENT FUNDS (AIFS)

Category 1

• Venture Capital Fund (VCF)

• Angel Funds

• Infrastructure Funds

• Social Venture Funds

Category 2

• Private Equity Funds

• Debt Funds

• Fund of Funds

Category 3

• Private Investment in Public Equity Fund (PIPE)

• Hedge Funds

• POST OFFICE SMALL SAVING SCHEMES 

• Monthly Income Scheme (MIS), 

• National Savings Certificates (VIIIth Issue) (NSC)

• Kisan Vikas Patra(KVP)

• National Savings Time Deposit Account(TD)  (1, 2, 3, 5 years)

• 
  
• NATIONAL PENSION SYSTEM (NPS) 

• BOND

1. Corporate Bonds

   1. Bank Bonds

   2. PSU Bonds

   3. Government Guaranteed Bonds

   4. NBFC Bonds

   5. Private Bonds

   6. Special purpose vehicle bonds

2. Sovereign Bonds /Government bond

   1. State Government

   2. Central Government

3. Tax Free Bonds

4. Capital Gain Bonds (54EC Bonds):

5. Zero Coupon Bonds

6. Junk Bonds /high-yield bond

7. Gold Bonds

Sovereign Gold Bonds

• DEBENTURES 

• Convertible debentures

• Non-convertible debentures (NCD)

• FIXED DEPOSITS 

• Tax Saver FD

• Corporate Fixed Deposit

• Senior Citizen FD

• Regular Income Fixed Deposit

• Flexi FD

• Digital Fixed Deposit

• EQUITY STOCK, COMMODITIES, CURRENCIES

• DERIVATIVES, INDICES, OPTIONS, FUTURES

• LOANS (All TYPES)

• • Home Loan

  • Commercial Property Loan

  • Motor Loan

  • Two Wheeler Loan

  • Commercial Vehicle Loan

  • Loan against property (LAP)

  • Loan against Securities (LAS)

  • Loan against Mutual Funds

  • Loan against Insurance Policy

  • Gold Loan

  • Education Loan

  • Business Loan

  • Builder and project loan

  • Lease rental Discounting (LRD)

  • Overdraft (CD)

  • Cash credit (CC)

  • Personal Loan

  • Loan Transfer

  • Pradhan Mantri Mudra Yojana (PMMY)

  • MSME Loan

  • Farmer Finance

  • Rural & Agri Business

  • Microfinance Loan

  • Professional Loan

  • Equipment Loan

• DEMAT

• ITR RETURN

• HOLASTIC HEALTH & WEALTH MANAGEMENT

• INHERITANCE & SUCESSION PLANNING

• RETIREMENT & RETENTION 

• PRIVATE, GLOBAL INVESTMENT 

• NRI / HNI SERVICES

• RISK MANAGEMENT

LIFE INSURANCE

1. Term Life Insurance

2. Whole Life Insurance

3. Endowment Plans

4. Money Back Insurance Plans

5. Unit-Linked Insurance Plans

6. Guaranteed Return Plan

7. Child Insurance Plans

8. Retirement Plans/ Pension Plans

9. Health Insurance Plans

HEALTH INSURANCE

• MEDICLAIM

1. Individual insurance plans

2. Family floater insurance plans

3. Senior citizen insurance plans

4. Maternity insurance plans

5. Top Up Health Insurance

6. Super Top Up Health Insurance

• TRAVEL INSURANCE /OVERSEA MEDICLAIM 

1. Corporate Travel Insurance

2. Domestic Travel Insurance

3. International Travel Insurance

4. Senior Citizen Travel Insurance

5. Student Travel Insurance

6. Individual Travel Insurance

7. Family Travel Insurance

8. Multi Trip Insurance

9. Single Trip Insurance

GENERAL INSURANCE

• MOTOR INSURANCE

1. Comprehensive Coverage

2. Third Party Liability Coverage

3. Zero Depreciation Car Insurance

4. Motor Floater Insurance

5. Standalone Own Damage Insurance 

6. Standalone Third-Party Insurance

7. Two Wheeler Insurance

8. Car Insurance

9. Commercial Vehicle Insurance  

10. Auto Rickshaw Insurance

• PERSONAL ACCIDENT 

• PROPERTY / HOME/ BURGLARY INSURANCE

• FIRE INSURANCE

• EMPLOYEE'S (WORKMEN'S) COMPENSATION

• CARGO / MARINE  INSURANCE

1. Freight Insurance

2. Liability Insurance

   1. Protection and Indemnity (P&I) Insurance

   2. Charterers' Liability Insurance

   3. Ship Repairers' Liability Insurance

3. Hull Insurance

4. Marine Cargo Insurance

5. All-Risk Cargo Coverage 

6. Named Perils Coverage

7. Air Cargo Insurance

8. Land Cargo Insurance

9. Warehouse Cargo Insurance

• ANNUAL/ MARINE OPEN POLICY

• CREDIT INSURANCE

• AGRICULTURE INSURANCE

• RURAL & AGRI BUSINESS

• ENGINEERING

• AVIATION  

• LIABILITY INSURANCE

• 1. Professional Indemnity Insurance for Medical Practitioners

  2. Professional Indemnity Insurance for Chartered Accountants

  3. Directors & Officers Insurance

  4. Public Liability Insurance

  5. Product Liability Insurance

  6. Clinical Trial

  7. Kidnap & Ransom

  8. Public offering of securities insurance (POSI)

  9. Employee Dishonesty Insurance

  10. Mergers and acquisition (M&A) insurance

  11. Group cyber insurance

  12. Corporate Cyber Insurance

  13. Comprehensive General Liability Insurance

MahaRERA REAL ESTATE AGENT

GLOBAL REAL ESTATE

COMMERCIAL REAL ESTATE  

RESIDENTIAL REAL ESTATE 

CHANNEL PARTNER

DEVELOPMENT & REDEVELOPMENT

HOLISTIC REAL ESTATE MANAGEMENT

IT Services 

HEALTH CAMP 

BLOOD DONNATION CAMP  

WELLNESS CAMPS

LEGAL HELP CAMP

CHILDAGE & OLDAGE HOME

VOLUNTEER

Job description

We are seeking a highly motivated and competitive Wealth Manager to join our team and drive the expansion of our business. The Candidate should be well versed with the financial markets and products across all asset classes that can be made available to the client. The Candidate should be able to analyse the financial need & risk appetite of the client & recommend suitable solutions from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, Health Insurance & General Insurance Additionally, you will actively contribute to our marketing efforts and stay updated on industry trends to provide informed recommendations to clients.

This is a full-time hybrid role for a Wealth Manager. The role is located in Pune with the flexibility for some work from home.

Ultimately, your dedication and results-driven approach will contribute to the overall success and growth of our firm.

Responsibilities

• Assess client needs: Conduct interviews to understand clients' financial goals, risk tolerance, and investment preferences

• Create strategies: Develop personalized wealth management strategies, including investment planning, retirement planning, and tax optimization

• Monitor performance: Regularly review clients' financial progress and investment performance

• Make recommendations: Recommend investment, insurance, and banking products

• Provide advice: Offer ongoing financial advice and guidance to clients, including market trends and potential risks

• Manage portfolios: Rebalance portfolios as needed to align with clients' objectives

• Coordinate transactions: Collaborate with internal teams to coordinate complex financial transactions

• Build relationships: Establish long-term relationships with clients and maintain them through regular updates and meetings

• Business development through the acquisition of HNI, ultra-high net-worth clients

• Provide tax advice: Assist with tax return completion and provide tax advice

• Produce reports: Create financial reports for clients

Skills

• Technical skills, such as financial analysis

• Soft skills, such as good communication, interpersonal skills and negotiation techniques

• Ability to work independently and collaboratively

• In depth knowledge of various products and Asset Classes of Wealth Management

• Knowledge of relevant Taxation applicable to the Wealth Management

• Ability to identify underlying principles and facts from information

• Ability to use financial software platforms

• Relevant certifications such as NISM, IRDAI, CFP, FRM, CFA, MahaRera, etc are a plus