Deeraj Shetty - Your Personal CFO
Website:
deerajshetty.com
Company:
https://www.linkedin.com/company/yourpersonalcfo
Seniority: Internship
Industries: Financial Services
Job details:
Company Description Deeraj Shetty – Your Personal CFO operates as a SEBI-registered investment advisory practice with Dyota Solutions, managing over INR 1,200 Crores for more than 500 families through a fee-only model since 2017. The firm focuses on transparent and timely wealth protection, creation, and management, with strong emphasis on tax efficiency, risk management, and eliminating hidden costs and commissions. It leverages an in-house app, QID, for consolidated reporting, transaction tracking, and capital gains, as well as an index-based proprietary algorithm for disciplined wealth creation. Clients include senior professionals across industries such as technology, law, and healthcare, located in India, the Middle East, APAC, Europe, and select regions in the USA, and the firm is committed to high-quality, sustained growth and accountability for clients’ wealth.
Role Description This is a full-time, on-site Private Wealth Management Intern role based in Bengaluru.
To support the advisory team in financial planning and investment management activities and all operations including data collection, portfolio analysis, and preparation of client reports using internal tools such as QID.
Day-to-day responsibilities include assisting with asset allocation reviews, researching investment products and tax-efficient strategies, and helping document recommendations and meeting notes.
The team member will coordinate and collaborate in quarterly client review preparations, track key portfolio metrics, and contribute to process documentation and compliance support.
The role offers exposure to fee-only wealth management, risk management practices, and holistic personal finance advisory in a client-centric environment.
COMPANY: Deeraj Shetty - Your Personal CFO
ABOUT US:
We are SEBI Registered Investment Advisors (RIA) with Dyota Solutions.
We are fee-only Financial Planners & Retirement Advisors.
We work with Senior Salaried Executives, Corporate Lawyers & athletes to plan every aspect of their: Investments, Taxes, Retirement, Real Estate, Insurance & Writing a Will.
ABOUT THE PERSON WE ARE LOOKING FOR:
I am currently looking for someone to work very closely with me to manage all aspects of my business, office and life.
ABOUT THE JOB ROLE:
A Intern or Personal Assistant or Executive Assistant to the director or a Financial Planning and Wealth Management Company.
You will play a critical role in maintaining and managing the financial integrity and operational accuracy of both: My Company's Internal Accounts and Client Operations.
You will coordinate daily with my Admin team and Client Servicing team to ensure timely and precise reconciliations and reporting.
JOB RESPONSIBILITIES:
- Managing Office Operations, Client Operations, Vendors & Stakeholders
- Plan & Communicate for Account Opening, Prospects & Client Review meetings
- Oversee & Coordinate Bills, Accounts, Payments & Invoices
- Managing my emails, whatsapp, calendar & team task list
WORK TIMINGS:
Mon to Friday - 9AM to 6PM
1st & 3rd Saturday - working. 2nd & 4th Saturday off.
Full Time - Work from Office Only
SKILLS WE ARE LOOKING FOR:
--- Multi-Tasker
--- Coordinator & Organizer
--- Communicator
Few Questions:
1. Where do you live in Bangalore?
2. Can you travel to Sadashivnagar, every day?
3. Have you worked with Mutual Funds or in Wealth Management or Financial Planning?
Qualifications
- Candidates should possess strong Financial Planning and Investment Management skills, with an interest in wealth protection, creation, and long-term portfolio management.
- Candidates should possess solid Analytical Skills and Finance knowledge to interpret data, evaluate investment options, and understand tax and risk implications.
- Candidates should possess effective Communication skills to present insights clearly, prepare concise reports, and collaborate with advisors and clients.
- Candidates should possess proficiency in spreadsheets and financial tools, along with attention to detail and the ability to work with numerical data accurately.
- Relevant academic background in Finance, Economics, Accounting, Business, or related fields; professional certifications in progress (such as CFP, CFA, or similar) are an advantage.
- Demonstrated interest in personal finance, capital markets, and regulatory-compliant advisory practices, with a high sense of integrity and accountability.
Your Personal CFO
www.deerajshetty.com
Click on Apply to know more.
