Portfolio Advisor

Job Title: Portfolio Advisor • Wealth & Investments Location: Mumbai About the Role This role is with a leading wealth advisory platform providing holistic, conflict-free investment advisory services to Ultra HNI and family office clients. The core philosophy is to bring all client investments under one platform and deliver consolidated portfolio advisory, asset al location, and governance across asset classes including equities, fixed income, PMS, AIFs, and alternative investments. Role Summary The Portfolio Advisor will play a key role in delivering end-to-end investment advisory and portfolio management support to UHNI and family office clients. The role involves portfolio construction, asset al location, product evaluation, and ongoing portfolio monitoring , with a strong focus on providing objective and customized investment advice . Key Responsibilities 1. Portfolio Advisory & Asset Al location Design and implement strategic and tactical asset al location aligned with client goals, risk appetite, and liquidity needs Build and manage diversified multi-asset portfolios across equities, fixed income, PMS, AIFs, and alternatives Recommend portfolio rebalancing strategies based on market conditions and client requirements 2. Consolidated Portfolio Management Create and maintain a comprehensive, consolidated view of client portfolios across multiple custodians, platforms, and investment products Track portfolio performance, returns, risk metrics, and asset al location drift Provide clients with clear, insightful portfolio reports and dashboards 3. Investment Research & Product Evaluation Conduct due diligence and evaluation of PMS strategies, AIFs (Cat II & III), mutual funds, and direct investment opportunities Track performance of existing investments and benchmark against relevant indices Identify new opportunities across public markets, private markets, and global investments 4. Client Engagement & Advisory Participate in client meetings and portfolio reviews , presenting performance updates and investment recommendations Translate complex investment concepts into simple, actionable insights for clients Build long-term relationships with clients through consistent engagement and high-quality advisory 5. Market Tracking & Insights Monitor macroeconomic trends, market developments, and global investment themes Share timely insights and actionable views on equities, fixed income, and alternative investments Support development of investment outlooks and strategy notes 6. Product & Platform Support Work with internal teams to enhance portfolio reporting tools and analytics platforms Assist in creating model portfolios, investment frameworks, and advisory solutions Support product positioning across PMS, AIF, and multi-asset offerings 7. Risk Management & Compliance Ensure portfolios are aligned with risk frameworks and client mandates Monitor concentration risks, liquidity risks, and exposure limits Ensure adherence to regulatory and internal compliance standards Key Requirements Experience 4–8 years of experience in wealth management / private banking / portfolio advisory / asset management Domain Knowledge Strong understanding of: Asset al location and portfolio construction Equity, fixed income, and alternative investments PMS and AIF structures (Cat II & III) Familiarity with UHNI / family office client requirements Skills Strong analytical and quantitative skills Ability to interpret portfolio data and generate insights Strong communication and presentation skills for client-facing interactions Proficiency in Excel and portfolio analytics tools Preferred Background Experience with multi-family offices, private banks, or wealth advisory firms CFA / MBA (Finance) or equivalent qualifications preferred I