AddressAbout us
- MoneyWorks4me.com is India's 1st Technology-assisted Multi-asset Fiduciary Research and investment Advisory. We started in 2008 with the mission to make 'wealth-creation through investing' safe and simple for Retail Investors.
- Over the years it has grown into a comprehensive platform that enables investors to make informed decisions on investing in stocks and mutual funds using data, information, analysis, insights, knowledge and tools all innovatively crafted to make it easy to understand and use.
- MoneyWorks4Me offers solutions that investors find valuable throughout their life stages and Investable surplus that can range from less than a lac to a few crores.
- MoneyWorks4me is fully owned by two IIT/IIM professionals. They have worked with HUL/Castrol before starting their own business consulting company in 2000. Their consulting clients include Castrol, M&M, Toyota, Maruti, Bajaj Auto, Tata Motors.
Grow with us. Grow us
- MoneyWorks4Me mission is to partner 1+ million Indians to reach their financial goals and enjoy the journey.
- Solutions that truly solve customers’ problems have been used and appreciated by our customers, some over a decade. They are now big business opportunities for MoneyWorks4Me.
- We are now looking for team members who can grow these business opportunities multi-fold.
You will thrive here and succeed if you have
- Passion for your area of work, for excellence, to help people, to make a big impact, to make the world a better place.
- Curiosity to find answers, to learn new things, find better ways of doing things, do-learn-do.
- Will-do-it attitude: Willingness to do what it takes to get results, no excuses, work closely with others, be creative, solve problems.
Why should you join us?
- You are impatient to put your knowledge, skill and experience to build a big, worthwhile business that serves customers needs first and foremost.
- You have the entrepreneurial drive that needs to be channelized and nurtured.
- MoneyWorks4me and its parent company The Alchemists Ark, TAA is founded and run by IITK and IIM A’bad alumni. TAA trains and consults market leading companies including Mahindra, Bosch, Toyota India and others…so you are in good company.
Investment Advisers
We are looking for people who are passionate about helping people invest their money wisely and reach their financial goals. This role holders will be key members of our Advisory business- Omega, Superstars and SmartMF solutions.
Key Responsibilities :
- Advise larger AUA clients on financial goals and plans, asset allocation and building their portfolio as per the Moneyworks4me Process and Research. Review key Client Portfolios
- Acquire larger portfolio clients for Omega – our Portfolio Advisory solution. Upgrade clients – increase AUA or move them to Omega
- Guide Investment Counsellors to do the above for other clients
- Conduct online meeting/webinars, video and content to drive the Advisory business
What are we looking for in a Candidate?
Academics : Master’s Degree in Finance, Economics or Commerce
- Candidates with XA & XB or CFP with min Level 2 CFA
Knowledge & skills :
- Superior ability to relate, persuade and guide clients - make advice stick
- High analytical, reasoning and logical skills
- Thorough knowledge of Stocks, Mutual Funds and Investing
- Skilled at Financial Planning, Stock Investing fundamentals, Portfolio Building and Management
- Excellent written and verbal communication skills
Experience : Experience of 2+ years preferably in Stock/Mutual Fund Research or Advisory
Interested candidates can post their CV on careers@moneyworks4me.com or call 020-67258333
