Portfolio Manager

Qualification:

MBA (Finance), CA, CFA, or equivalent professional qualifications.

Experience:

6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.

Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.

Roles & Responsibilities:

Equity Research & Advisory

• Lead the Direct Equities desk, overseeing idea generation, sectoral/thematic research, and stock recommendations tailored to PCG clients.
• Develop and monitor model portfolios, investment strategies, and tactical calls for HNI/UHNI clients.
• Ensure research coverage is client-centric, differentiated, and actionable.
• Guide research analysts in producing high-quality reports and market insights.

Client Portfolio Strategy

• Provide direct equities portfolio advisory to relationship managers ...