Deeraj Shetty Your Personal CFO We are SEBI Registered Investment Advisors with Dyota Solutions. We are fee only Financial Planners & Retirement Advisors. We work with Senior Salaried Executives, Corporate Lawyers & athletes to plan every aspect of your Investments,…
Job Title: Accounts & Admin Executive Location: 403, Redifice Strada, Sadashivnagar, Bangalore 560080 (at Mekhri Circle) Experience: 0–3 years (Freshers CANNOT apply)Qualification: B.Com / M.Com (preferred) About Dyota Solutions: Dyota Solutions is a SEBI Registered Investor Advisor (RIA), focused on…
Overview We are seeking a detail oriented and proactive Operations Associate to join our dynamic team. The ideal candidate will play a crucial role in ensuring the smooth operation of our office by providing essential administrative support. This position requires…
JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E mail Communication: at each process: on boarding, Cash Account…
We are looking for a disciplined Associate who will grow & become the Backbone of our Research Team. who can: Plan & Structure Financial Plans, Draft Investment Advisory Proposals, Create Product & Budget Notes who understands: Personal Income Tax, Nuances…
JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E mail Communication: at each process: on boarding, Cash Account…