Posted 5 Oct · 7 open roles
Portfolio Specialist - Wealth
Mumbai, IndiaonsiteApply by 26 Oct 2026
- Undisclosed
- Salary
- 3+ yrs
- Experience
- Full time
- Job type
About the role
This role is designed for seasoned portfolio advisors with deep expertise in multi-asset solutions and HNI-specific needs. You will be responsible for providing sophisticated portfolio construction and advisory, including complex structures like succession, tax optimisation, and multi-entity strategies.
- Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, Structured/Global Products.
- Review and redesign existing portfolios, addressing allocation,selection, and deployment gaps.
- Apply advanced solutions for UHNIs including cash flow planning,preservation strategies, estate planning, and taxation nuances.
Full details and the application are on Groww's careers site.
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