Process mutual fund transactions (purchases, redemptions, switches) including SIPs, SWPs, STPs within agreed timelines. Verify and reconcile transaction data for accuracy and maintain error-free records. Assist client onboarding: review KYC & documentation, update systems. Serve as point of contact for operational queries from clients, sub-brokers, and relationship managers. Generate customized Excel reports / dashboards for selected clients and internal stakeholders. Prepare periodic MIS reports on mutual fund transactions and client portfolios. Coordinate with fund houses, RTAs and internal teams (IT/back-office) for process enhancements and issue resolution. Support portfolio review and new investment proposal preparation: analyzing client objectives, risk profiles and existing holdings. Preferred candidate profile Ideal Candidate Profile 2-35years of experience in mutual fund operations, investment operations, bank/AMC back-office or distributor operations. Good working knowledge of mutual fund transaction life-cycle, reconciliations and client servicing. Proficient in MS Excel (vlookups, pivot tables, reporting) and Google Sheets. Excellent communication skills, strong attention to detail, and ability to multitask in a fast-paced environment. Tech-savvy and comfortable working with back-office systems/CRM. Can demonstrate ownership, dependability, and a client-first mindset. Why Join Aadi Wealth? Work with a fast-growing advisory firm with diverse product exposure (MFs, PMS, bonds, real estate). Gain significant hands-on experience in operations, reporting, and client servicing great stepping-stone role. Collaborative, tech-enabled environment with mentorship and opportunity to grow. Visti Website www.aadiwealth.com How to Apply Send your updated CV, current CTC, expected CTC and notice period to admin@pradhiassociates.com Well review and get back to you for the next step.
Roles and Responsibilities Conduct tax research and prepare reports on indirect, direct, and international tax matters. Support tax structuring engagements for M&A, PE/VC, and cross-border transactions.x Prepare tax opinions, compliance documentation, and client deliverables. Review Associates work for technical accuracy and provide coaching. Liaise with clients on day-to-day queries and provide timely responses. Contribute to internal knowledge development and process improvement initiatives. Candidate Profile 36 years of relevant experience in tax advisory. Chartered Accountant (qualified or finalist). Strong technical knowledge in indirect tax, direct tax, and familiarity with international tax frameworks. Experience in litigation matters from inception through preparation and resolution in Tax Litigation (Indirect and Direct tax ). Understanding of GST implications in business transfers and reorganization. Experience in M&A tax advisory, including structuring and due diligence of mergers/demergers, cross-border investments. Solid analytical, research, and report-writing skills. Ability to mentor junior colleagues and manage small workstreams