Leading a 5-star rated investment firm with 150+ Cr in assets under advisory and 1,500+ happy clients. We deliver ethical, research-driven wealth solutions for HNIs, NRIs, corporates, and individuals-helping them grow, preserve, and transfer wealth with confidence.
Managing daily operations, coordinating with teams, and streamlining processes to ensure smooth workflow. Focusing on improving efficiency, maintaining reports, and supporting overall business functions effectively.
Building meaningful client relationships, understanding their unique needs, and providing tailored solutions to ensure satisfaction and long-term trust. Focusing on delivering value, support, and a seamless experience at every step.
Driving brand visibility, executing investor-focused campaigns, and planning strategies to boost engagement and AUM. Creating compliant content, analyzing trends, and supporting teams with marketing tools that build investor trust.