Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, structured/global products.
Review and redesign existing portfolios, addressing allocation, selection and deployment gaps.
Apply advanced UHNI solutions including cash flow planning, preservation strategies, estate planning, and tax.
Continuously monitor client portfolios and recommend rebalancing actions.
Serve as a thought partner to relationship teams on large/complex clients.

🎯 Requirements

3+ years’ experience in wealth advisory for UHNI or Family Office clients.
Knowledge of structured products, global funds, and tax/regulatory frameworks.
CFA/CA/MBA Finance preferred.
High client engagement and consultative skills.

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