About the role

About Groww:

We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo.

Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat.

Our Vision

Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians.

Our Values

Our culture enables us to be what we are — India’s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves.

The values that form our foundation are:

Radical customer centricity
Ownership-driven culture
Keeping everything simple
Long-term thinking
Complete transparency

Summary:

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.

Key Responsibilities:

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.
Continuously monitor client portfolios and recommend rebalancing actions.
Serve as a thought partner to relationship teams on large/complex clients.

Candidate Requirements:

3+ years’ experience in wealth advisory for UHNI or Family Office clients.
In-depth knowledge of structured products, global funds, and advanced tax/regulatory frameworks.
CFA/CA/MBA Finance preferred.
High client engagement and consultative skills.

Skills & Tags

go rust ai ios product design

Aplyr's read

Groww is revolutionizing retail investment in India with its intuitive platform, attracting tech-savvy professionals passionate about finance and innovation.
Synthesized from recent postings & public sources

What's promising

•User-friendly platform simplifies investment for retail investors.
•Strong growth in India's burgeoning fintech sector.
•Diverse role opportunities in content, growth, and research.

What to watch

•Highly competitive fintech market with numerous players.
•Regulatory changes in financial markets can impact operations.
•Dependence on technology requires constant innovation and updates.

Why Groww

•Focus on simplifying investment for first-time users.
•Offers a comprehensive range of financial products on one platform.
•Emphasizes educational content to empower investors.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Groww

Groww

groww.in

View company

Groww is an Indian investment platform that allows users to invest in mutual funds, stocks, and other financial products through a user-friendly mobile app and website. The company aims to simplify the investment process for retail investors and has significantly impacted the way individuals manage their finances in India.