The Financialist

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile. -Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic solutions. -Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. -Offer continous support to the clients throughout the year, addressing any questions. Work experience: -Relevant work experience with wealth/financial planning products or in client-facing wealth management -Ability to operate in a team-oriented and collaborative environment -Self motivated, flexible and adaptable in an ever-changing environment -Excellent interpersonal and communication skills Commitment to personal and professional development Academic background: Chartered Accountant or Top Tier MBA (Optional) CFP/ CWM or CFA Level 2 cleared/ CFA Level 3 candidates

Role and Responsibilities: - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.

What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the wealth advisory team and will work with founding team members on building the company. Job Description : The job entails being a part of the advisory team that vides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the client's risk file, goals, and milestones in mind. Wealth advisors assess a client's financial needs, including retirement, saving for education, home buying, vacation planning, budgeting, debt reduction, or wealth maximization among other goals. Role and Responsibilities : - Work with wealth advisors (junior team members) to execute the operations. - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk file. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. - The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs, and viding holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clients throughout the year, addressing any questions. Qualifications and Requirements : Academic background : i. Chartered Accountant or Top Tier MBA (Mandatory) And ii. CFP/CWM or iii. CFA Level 2 cleared/CFA Level 3 candidates Work experience : - Relevant work experience with wealth/financial planning ducts or in client-facing wealth management - Ability to operate in a team-oriented and collaborative environment - Self-motivated, flexible, and adaptable in an ever-changing environment - Excellent interpersonal and communication skills - Commitment to personal and fessional development

About the company: The Financialist is backed by Zerodha as an investor and strategic partner. The Financialist is a digital family office that manages the personal finances of individuals and their family members comprehensively. The Financialist is reimagining how individuals manage their finances viz. insurance, investments, taxes, et al. About the Role - Management Trainee What are we looking for? The Financialist is seeking an individual who swears by "Stay Hungry Stay Foolish" and comes up with innovative solutions. You'll be part of the management training program and will work in multiple business verticals. Job Description: The role of Management Trainee involves contributing to multiple business verticals. This role will be for 6-9 months. These verticals include the following: - Insurance advisory - Home loan advisory - Wealth advisory - Founder's office Post the management training period, the Trainee will start working in one or two verticals. Tasks encompass administrative duties, market research, identifying growth opportunities, loan advisory, insurance advisory, and aspects of wealth management. Throughout this journey, you will have the opportunity to learn and grow, gaining valuable insights from industry leaders and the startup ecosystem. This position is suited for a highly organized and motivated individual seeking dynamic learning experience. Role and Responsibilities: - Meeting (online) with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Offer advisory related to the products in depth- life, health, motor, travel, other retail insurance offerings, home loan traditional, home loan OD saver, and other financial products Requirements: - Bachelor's degree in finance or similar - Strong number crunching skills to decomplex financial products- - Strong verbal and written communication skills - A professional appearance - On-going training in the latest products and benefits - Attendance at product launches and seminars - Working Knowledge in MS Office (Excel & PPT)- Critical traits: - Communication- listening and articulation skills - Hinglish is mandatory language - Attention to detail - Ability to work both- independently (individual projects) and in collaboration with teams - Time management skills - Go Getter attitude - Mindset- disagree but commit What to expect in return? - We guarantee financial and professional growth who commits a minimum of 2 years to us. - The team member can expect to be amongst the top performers amongst his/her peers in that time span. Future opportunities include: - Within the organization- leadership track, project leader track, or growth/ expansion track. - Outside- Entrepreneurship; Strategy/ leadership role at another startup or mature organization.

Role and Responsibilities: - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.

Create engaging graphics for social media, email campaigns, blog posts, and educational content that simplify financial concepts and highlight the startup s offerings. Design print materials such as business cards and brochures, along with event collaterals including invites, standees, and banners. Incorporate feedback from users, stakeholders, and team members to refine designs, prioritizing clarity, usability, and user trust. Stay updated on design trends in fintech and personal finance to keep the brand simple, honest, and premium. Ensure a consistent visual identity is maintained across all platforms.

Talent Acquisition & Management Lead hiring, implement structured processes & ensure band parity Employer Branding Position The Financialist as a top employer via digital & offline initiatives Payroll & Compliance Ensure accurate payroll, statutory compliance & benefits administration Leave & Attendance Optimize tracking systems for efficiency & work-life balance HR Policies Develop, update & enforce policies aligned with business & legal standards Employee Engagement Organize town halls, team-building events & culture-enhancing initiatives. Qualifications & Requirements: Academic background: Bachelor s or Master s degree (or equivalent) in human resource or related field. Work Experience: 2-4 years HR experience with a penchant to build high-performing culture Proven expertise in hiring, payroll, compliance & engagement Decent grasp of labor laws & HR best practices Penchant to learn and implement the best culture Strategic thinker with a hands-on approach 2-4 years HR experience with a penchant to build high-performing culture Proven expertise in hiring, payroll, compliance & engagement Decent grasp of labor laws & HR best practices Penchant to learn and implement the best culture Strategic thinker with a hands-on approach 2-4 years HR experience with a penchant to build high-performing culture Proven expertise in hiring, payroll, compliance & engagement Decent grasp of labor laws & HR best practices Penchant to learn and implement the best culture Strategic thinker with a hands-on approach

Build innovative solutions in personal finance management using state-of-the-art technologies. Work with product managers, software engineers and UI designers to build products that cater to the business needs of the company. Build mobile and web apps with great functional and aesthetic design. Have quality contributions to the backend codebase in building APIs and related services. Qualifications & Requirements: Bachelor s or Master s degree in computer science or relevant work experience. Work Experience: Experience in a software engineering role with a primary focus on building frontends with React (have good experience with NextJS) and React Native. Proficient in multiple languages with the primary focus being on Typescript and Python. Strong foundation and experience in building advanced frontends with auth, state management, API management and visually appealing user interfaces. Experience building FEs with ability to track user metrics and monitoring. Experience coding with Python and contributing to codebases supporting backend systems that run at scale. Experience in a software engineering role with a primary focus on building frontends with React (have good experience with NextJS) and React Native. Proficient in multiple languages with the primary focus being on Typescript and Python. Strong foundation and experience in building advanced frontends with auth, state management, API management and visually appealing user interfaces. Experience building FEs with ability to track user metrics and monitoring. Experience coding with Python and contributing to codebases supporting backend systems that run at scale. Experience in a software engineering role with a primary focus on building frontends with React (have good experience with NextJS) and React Native. Proficient in multiple languages with the primary focus being on Typescript and Python. Strong foundation and experience in building advanced frontends with auth, state management, API management and visually appealing user interfaces. Experience building FEs with ability to track user metrics and monitoring. Experience coding with Python and contributing to codebases supporting backend systems that run at scale.

Support end-to-end execution of internal and client-facing processes. Track project progress and coordinate across teams (advisory, product, marketing) to keep things moving. Manage dashboards, reports, and client tracking systems. Identify bottlenecks and improve existing workflows. Own recurring tasks and ensure they re completed accurately and on time. Provide operational support to advisors and clients. Jump in wherever needed from client ops to project coordination.

The Financialist is seeking an individual who swears by Stay Hungry Stay Foolish and comes up with innovative solutions. Youll be part of the accounts team and will work with founding team members on building the company. About The Financialist The Financialist is strategically backed by Zerodha. We are building India s best Personal Finance Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients best interests. Our subscription model is designed to align with clients income levels, making our services accessible to a broad audience. Role Description: We are seeking a detail-oriented and proactive Accountant to manage our financial records and ensure compliance with statutory requirements. The ideal candidate will have experience in bookkeeping, vendor management, reconciliations, invoicing, tax compliance, and financial reporting. Experience: We re open to candidates across experience levels if you bring the right skills, mindset, and passion for the role, we d love to hear from you. Roles Responsibilities: Bookkeeping: Maintain accurate and up-to-date financial records; record all transactions in accounting software (Razorpayx / Zohobooks / Tally) Vendor Payments Management: Process and track all vendor payments; maintain relationships and ensure timely settlements. Reconciliation Recovery Management: Reconcile bank statements, client accounts, and internal records; follow up on outstanding dues and manage recovery processes. Client Invoicing: Generate, track, and manage invoices for all clients; coordinate with internal teams to ensure timely billing. Tax Compliance Support: Assist with TDS, GST, and other statutory compliance; coordinate with external CA/consultants where needed. Reporting: Provide periodic MIS reports and updates on receivables, payables, and cash flow. Process Improvement: Identify gaps in current accounting processes and propose improvements for efficiency and accuracy. Qualifications Requirements: Academic background: Work Experience: Ideal for candidates with early-career experience (up to 2 years) in accounting. Good to have experience in a similar accounting role. Proficiency in accounting software (RazorpayX, Zoho Books, Tally). Good to have experience in Tax Filing GST. Strong understanding of accounting principles and statutory compliances. Excellent attention to detail and organizational skills. Ability to operate in a team-oriented and collaborative environment. Self-motivated, flexible, and adaptable in an ever-changing environment. Excellent interpersonal skills. Accounts Associate Application First Name * Last Name * Email * Phone * Address LinkedIn URL * CV/Resume Link Current CTC Expected CTC What is your current notice periodIs it negotiable Are you comfortable working from office in Kandivali * Why do you want to work at The Financialist *

Provide end-to-end financial planning that helps individuals and families toward smarter financial decisions through personalized, goal-based planning. About The Financialist The Financialist is strategically backed by Zerodha. We are building India s best Personal Finance Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients best interests. Our subscription model is designed to align with clients income levels, making our services accessible to a broad audience. Role Description: The job entails being a part of the advisory team that provides comprehensive financial planning to clients regarding their overall financial well-being needs. The advice should be coherent with the principles of financial planning, keeping the clients risk profile, goals, and milestones in mind. Principal wealth advisors assess a client s financial needs, including retirement, saving for education, home buying, vacation planning, budgeting, debt reduction, or wealth maximization among other goals. Experience: We re open to candidates across experience levels if you bring the right skills, mindset, and passion for the role, we d love to hear from you. Roles Responsibilities: Work with wealth advisors to execute the operations. Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each clients risk profile. Conduct thorough analysis of clients financial situations, covering income, expenses, assets, liabilities, and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. Offer continuous support to the clients throughout the year. Qualifications Requirements: Academic background: Work Experience: Relevant work experience with wealth/ financial planning products or in client-facing wealth management Ability to operate in a team-oriented and collaborative environment Self-motivated, flexible, and adaptable in an ever-changing environment Excellent interpersonal and communication skills Commitment to personal and professional development Principal Wealth Advisor Application First Name * Last Name * Email * Phone * Address LinkedIn URL * CV/Resume Link Current CTC Expected CTC What is your current notice periodIs it negotiable Are you comfortable working from office in Kandivali * Why do you want to work at The Financialist *

Intern | Mumbai Gain hands-on experience in personal finance, dive into real client cases, and learn what it takes to build a career in personal finance. About The Financialist The Financialist is strategically backed by Zerodha. We are building India s best Personal Finance Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients best interests. Our subscription model is designed to align with clients income levels, making our services accessible to a broad audience. Role Description: This internship is designed as a launchpad for those eager to dive deep into the world of personal finance offering hands-on experience, real client exposure, and a front-row seat to how meaningful financial decisions are made. It s a learning-intensive journey with the potential to convert into a full-time role for those who show promise and passion. High-performing interns will be considered for a Pre-Placement Offer (PPO). Experience: An ideal intern would be someone who s interested in building a career in the personal finance / wealth advisory space. Roles Responsibilities: Qualifications Requirements: Academic background: Work Experience: Wealth Intern Application First Name * Last Name * Email * Phone * Address LinkedIn URL * CV/Resume Link Current CTC Expected CTC What is your current notice periodIs it negotiable Are you comfortable working from office in Kandivali * Why do you want to work at The Financialist *

Build innovative solutions in personal finance management using state-of-the-art technologies. Have quality contributions to the backend codebase in building APIs and related services. Work on complex architectural problems and build robust solutions that help build a fault-tolerant country-scale platform. Collaborate with cross-functional teams and with peers with high ownership to deliver features and functionality in a timely manner.

Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and Conduct thorough analysis of clients financial situations, covering income, expenses, assets, liabilities, and investment portfolios. Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.