5.0 - 7.0 years

25 - 40 Lacs

mumbai

Work from Office

Chartered Accountant / M.B.A. Finance (Experience 5 years and above) Job profile Gain a deep understanding of clients' intricate investment needs, financial goals, and risk profiles. Develop and implement long-term, comprehensive asset allocation plans tailored to individual family objectives, considering intergenerational wealth transfer and legacy planning. Provide expert advisory across all asset classes, including but not limited to: structured debt, alternate assets (e.g., private equity, venture capital, real estate), public equity, mutual funds, and Portfolio Management Services (PMS). Desired Candidate Profile Worked for wealth management firm Should have an experience of five years ...

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Chartered Accountants / Company Secretary Sara & Associates

10.0 - 15.0 years

50 - 75 Lacs

mumbai

Work from Office

Chartered Accountants / LLB / Company Secretary (Experience 10 years and above) Ours is a multidisciplinary firm of Chartered Accountants having offices in Mumbai City and suburbs. We require the following professional for our Offices: Desired Candidate Profile & Role and Responsibilities: The ideal candidate should be qualified Chartered Accountants/Company Secretary and LLB and have an experience of more than 10 years. The candidate should have expertise in NCLT, ARC and NBFC matters and can provide advisory services to the client. Should have expertise in entire IBC matters. Working with a solicitor firm / counsel will be preferred. Excellent communication, presentation and drafting skill...

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