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Company Description Dhanishi Ventures Pvt Ltd is a Surat-based wealth management firm that supports individuals, families, and businesses in building, growing, and protecting their wealth. The firm offers a comprehensive range of services, including equities and stocks, mutual funds, specialized investment funds (SIF), portfolio management services (PMS), alternative investment funds (AIF), and wealth protection solutions. Its offerings also cover tax planning, retirement planning, goal-based planning, and business and project feasibility consulting. Backed by over 15 years of experience in private and wealth banking, trade finance, cash management, and MSME and institutional relationships, Dhanishi Ventures is both an AMFI-registered mutual fund distributor and an APMI-registered PMS distributor. The firm follows a clear approach of “Plan | Grow | Protect | Prosper” and focuses on long-term client relationships and tailored financial strategies.
Role Description The Investment Counselor will work on-site in Surat in a full-time capacity, engaging directly with clients to understand their financial goals, risk profiles, and investment horizons. Day-to-day responsibilities include developing and recommending appropriate investment strategies, preparing and presenting financial plans, and guiding clients through products such as mutual funds, PMS, AIF, and other wealth management solutions. The role involves regular portfolio reviews, performance monitoring, and rebalancing recommendations to align with changing market conditions and client objectives. The Investment Counselor will also provide clear explanations of market risks, support clients with tax and retirement planning considerations, and maintain accurate records and documentation in line with regulatory requirements. Collaboration with internal teams for research, product updates, and client service enhancement will be an important part of this role.
Qualifications
- Candidates should possess strong knowledge of Financial Planning and Finance to assess client needs and design comprehensive wealth management plans.
- Candidates should possess expertise in Investments and Investment Strategies to recommend suitable products and construct diversified portfolios.
- Candidates should possess solid Customer Service skills to build trust, communicate clearly, and maintain long-term client relationships.
- Candidates should possess strong analytical and quantitative skills, with the ability to interpret market trends, product features, and risk-return profiles.
- Candidates should possess excellent verbal and written communication skills and the ability to explain complex financial concepts in a simple, client-friendly manner.
- Candidates should possess relevant academic background, preferably a degree in Finance, Commerce, Economics, Business, or a related field; professional certifications (e.g., NISM, CFP, or equivalent) are an advantage.
- Candidates should possess familiarity with Indian capital markets, mutual funds, PMS, AIF, and regulatory guidelines, along with proficiency in basic office and portfolio management
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