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Director, Investment Research & Advisory

istock.com/Just_Super

8 Jul 2024

Our client is India’s first & largest multi-family office firm founded by senior private bankers to provide a professional platform for private wealth management services in India. The organization operates out of seven offices in India including Gurugram, Mumbai, Bangalore, Kolkata, Chennai, and Hyderabad.

What was the exact ask/ role specification


Our client was looking to bring on board a leader for their Investment Research and Advisory functions. This role would be actively involved not only in research but also work closely with the in-house sales team, shaping pitch discussions with various customers (HNIs, Ultra HNIs, and more) of the client.


The role would report to the Co-Founder and be based out of Gurugram.

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