Investment Counselor

Dhanishi Ventures Pvt Ltd; Surat; On-site; INR 400,000 - 700,000; Full time

Job summary

Dhanishi Ventures Pvt Ltd in Surat seeks an Investment Counselor to work on-site, helping clients define goals, risk profiles, and investment horizons. You will craft investment plans and present wealth-management solutions, including funds, PMS, and AIF, with regular reviews.

The role involves explaining market risks, aiding in tax and retirement planning, and maintaining compliant records, while coordinating with teams for research and client service enhancements.

Qualifications

• Knowledge of financial planning to assess client needs and design wealth plans.
• Expertise in investments and strategies to recommend diversified portfolios.
• Strong customer service ability to build long-term client trust.
• Analytical and quantitative skills to interpret market data and risk/return.
• Excellent verbal and written communication to explain complex concepts.
• Academic background in Finance, Commerce, Economics, or related field; CFP/NISM is an advantage.
• Familiarity with Indian capital markets and regulatory guidelines; portfolio mgmt proficiency.

Responsibilities

• Meet clients on-site to understand financial goals and risk profile.
• Develop and recommend investment strategies aligned with horizons.
• Prepare and present financial plans and wealth-management solutions.
• Guide clients through mutual funds, PMS, AIF, and related products.
• Conduct regular portfolio reviews and performance monitoring.
• Provide explanations of market risks and assist tax/retirement planning.
• Maintain accurate client records and regulatory documentation.
• Collaborate with internal teams for research and product updates.

Skills

Financial Planning

Investments & Strategies

Customer Service

Analytical Skills

Communication Skills

Regulatory Understanding

Education

Finance / Commerce / Economics degree

Certifications (NISM, CFP)

Tools

MS Excel

Portfolio management software

Job description

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