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Key Responsibilities: Lead equity research, stock screening, and fundamental/technical analysis to build and maintain model portfolios. Manage portfolio rebalancing and asset allocation strategies to deliver targeted returns above benchmark indices. Maintain high client satisfaction and retention (>90%) through periodic portfolio review meetings and advisory notes. covering equities, market trends, and investment opportunities. Ensure 100% compliance with SEBI RA/RIA regulatory guidelines and documentation standards. Candidate Requirements & Qualifications: Experience: 5 to 15 years of hands-on experience in Equity Research, Portfolio Management Services (PMS), or SEBI Advisory services. Certifications: NISM Series XV (Research Analyst) or NISM Series XA/XB (Investment Adviser) certification is highly preferred. Education: BCOM / MCOM, MBA in Finance, CFA, CA, or Masters in Finance/Economics. Core Skills: Advanced portfolio modeling, deep understanding of capital markets, strong financial valuation skills, and excellent client communication. .