Associate Wealth Advisory

Based in New Delhi, the Associate will join the Wealth Advisory team and support senior team members in day-today

wealth advisory activities, including client reporting, portfolio monitoring, coordination with stakeholders, and

client servicing.

Key Responsibilities:

• Prepare and update client portfolio and investment tracking sheets

• Monitor client portfolios and assist in regular performance reporting

• Support preparation of quarterly client review decks and reports

• Assist senior advisors during client meetings and follow-up actions

• Maintain accurate records of client interactions and meeting notes

• Respond to routine client queries under guidance of senior advisors

• Coordinate with custodians, banks, and third-party PMS/AIF providers for execution, reporting, and

documentation

• Assist in calculation of advisory fees and support billing processes

• Coordinate with clients Chartered Accountants during tax filing and reporting period

Qualifications: