Join a driven team of financial architects, investment specialists, and client coordinators at Moneymatics Financial Services LLP. We foster growth, integrity, and long-term fiduciary relationship with clients.
We are client focused. In order to deliver the best possible outcomes for our clients, we aim to be the employer of choice. To succeed in our purpose we focus on attracting, developing and retaining talented people with a culture of excellence and inclusion. We are committed to our people, purpose, and impact. We are people powered and the performance of our people is key to our success.
We're very proud of it, so much so that 100% of us are proud to work here. By embracing flexible working opportunities, being committed to inclusion, and making health and wellbeing a priority, we've created the conditions for our people to thrive. This culture is the cornerstone of our business – and central to our ability to deliver for our clients.
We invest in our people through training, development opportunities, breaking down barriers to entry and promotion, and reviewing policies for work-life balance and wellbeing. We aim to attract people with the skills and the passion to help us achieve our purpose.
We disrupt the status quo, anticipate future opportunities, and embrace the transformative power of teamwork. We aim to deliver value by appreciating individual contributions and by harnessing the power of collaboration and technology.
We are determined in our ambition and pragmatic in delivery. We carry out our responsibilities with great care, energy and determination. This is complemented by a culture of transparency and accountability.
We strive to create an inclusive culture which celebrates diversity of thought and provides a world-class work environment. This helps us to provide an optimal working environment for our people and support our ability to deliver excellent performance and client care. We want to be an employer of choice.
Creating prosperity together with a clear purpose through common shared values and behaviours. We foster high-quality work in a conducive environment that prioritises wellbeing, providing rewarding work, autonomy, flexibility, supportive work relationships and environment.
We strive to support the development and career aspirations of our people through learning offerings and new opportunities driven by the growth of the business. We encourage new initiatives, cross departmental shifts and performance-based movements.
Work directly alongside veteran industry partners, Chartered Accountants, and CFAs with over two decades of wealth management mastery.
Thrive in an atmosphere built on unyielding ethics, total transparency, and placing the client's financial wellbeing above all else.
Gain hands-on expertise with industry-leading portfolio tracking software, digital onboarding dashboards, and analytical tools.
Operate out of our energetic Lower Parel financial district workspace with competitive remuneration and career milestone advancement.
We are expanding our sales and operational divisions in Lower Parel, Mumbai. Review our current openings below.
Responsible for acquiring high-net-worth (HNW) investors, conducting financial goal reviews, and curating customized investment allocations across Mutual Funds, PMS, and AIF platforms.
Manage execution of client investment transactions, KYC verification, database records maintenance, AMC documentation, and generating precise periodic portfolio statements.
Serve as the primary digital touchpoint for investor queries, onboarding assistance, mobile application navigation support, and rapid query resolution.
Ready to contribute to one of Mumbai's most trusted wealth management firms? Fill out the application form or connect with our recruitment division directly.
If you have strong financial expertise and share our core ethical philosophy, send us your credentials directly via email or WhatsApp.