Financial Planner

Job Title: Financial Planner / Financial Coach

Location: Mumbai (Kandivali West)

Company Profile

PlantRich Consultancy LLP is a boutique investment solutions firm committed to empowering individuals, families, and businesses in their wealth creation journey. We specialise in simplifying investments through well-structured solutions, disciplined execution, and continuous portfolio support.

With a strong client-first philosophy and deep domain expertise, our approach remains practical, transparent, and sustainable. Our goal is to enable clients to stay financially disciplined, make informed decisions, and confidently work towards their long-term financial objectives.

Role Overview

We are looking for a Financial Planner / Financial Coach who can deliver holistic, goal-oriented financial guidance to clients. This role involves understanding client requirements, recommending appropriate investment strategies, supporting execution, and ensuring portfolios remain aligned with long-term goals—while building strong, trust-led relationships.

Key Responsibilities

• Analyse client financial profiles, including income, expenses, assets, liabilities, and financial goals
• Recommend suitable investment solutions such as equity and debt mutual funds, insurance products, and other regulated instruments based on risk appetite and objectives
• Facilitate smooth execution of investments and ensure seamless transaction processing
• Conduct periodic portfolio reviews and rebalance portfolios in alignment with long-term goals
• Share timely insights on market developments, regulatory updates, and relevant investment opportunities
• Ensure compliance, accurate documentation, and adherence to internal and regulatory guidelines
• Build and nurture long-term client relationships through consistent engagement and advisory support 

Desired Qualifications & Skills

• MBA (Finance) / B.Com with CFP / CWM certification preferred
• Minimum 1.5+ years of experience in Financial Planning or Wealth Management
• Strong understanding of investment products and financial planning concepts
• Excellent verbal and written communication skills along with AI
• Advanced working knowledge of MS Excel, PowerPoint, and Word
• Additional certifications such as QPFP will be an advantage
• Client-focused mindset with high integrity and attention to detail

Remuneration

Compensation will be as per industry standards and discussed with shortlisted candidates.