Kedia Capital Services Private Limited
Website:
kediacapital.com
Job details:
Company Description Kedia Capital | Wealth Management, incorporated in 2004, is a leading stock broking and wealth management company in India founded by Mr. Vijay Kedia, a capital markets professional with over 25 years of experience. The firm is a SEBI Registered Investment Advisor (INA000015525) and the first unified licensed stock broker in India, enabling clients to trade and invest from a single account and margin. Kedia Capital offers a comprehensive range of products including equities, derivatives, commodities, currencies, and mutual funds through a user-friendly multi-asset trading platform and advisory-backed mobile application. The company is a member of NSE, BSE, MCX, NCDEX, ICEX, and CDSL, and operates under SEBI regulations, providing a robust and compliant environment for investment professionals.
Role Description This is a full-time, on-site Portfolio Manager role based in Thane. The Portfolio Manager will oversee client portfolios, design and implement investment strategies, and align asset allocation with clients’ risk profiles and financial goals. Responsibilities include conducting market and securities research, monitoring performance, rebalancing portfolios, and managing trading activities across asset classes. The role involves preparing investment reports, presenting recommendations, and maintaining regular communication with clients and internal stakeholders. The Portfolio Manager will collaborate with the advisory and trading teams to ensure compliant, data-driven, and client-centric portfolio decisions.
Qualifications
- Candidates should possess strong Analytical Skills to interpret market data, assess risk, and support evidence-based investment decisions.
- Candidates should possess solid Finance and Investments knowledge, including understanding of asset classes, valuation methods, and portfolio construction principles.
- Candidates should possess Portfolio Management experience, including asset allocation, performance monitoring, and portfolio rebalancing.
- Candidates should possess Trading skills, with familiarity in executing trades across equities, derivatives, and other market instruments in a regulated environment.
- Relevant academic background in Finance, Economics, Business, or a related field; professional certifications such as CFA, CFM, or NISM would be advantageous.
- Strong quantitative and Excel skills, comfort with trading and portfolio management platforms, and ability to work with large data sets.
- Excellent communication and presentation skills, high ethical standards, and the ability to work collaboratively in a fast-paced on-site environment.
- Prior experience in wealth management, brokerage, or investment advisory organizations in India will be an added benefit.
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