Client Investment Advisor-Mumbai

The Role Take clients through consultation → portfolio construction → ongoing advisory. You're the bridge between what they need and what our investment team delivers. Solve operational friction: KYC workflows, compliance documentation, custodial coordination, reporting issues. You unblock and make sure nothing falls between seats. Advise with conviction: you understand how builds client portfolios, you know our philosophy. Grow AUM through trust: clients feel lightness about their wealth becau…