Job Description

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, Taxes, Retirement, Real Estate, Insurance & Writing a Will.

We are a small team and are looking for a true Multi-Tasker!

Working closely with me, Deeraj Shetty - Your Personal CFO would mean becoming part of the Wealth & Retirement Indus try.

Your role will include:

1. managing my emails & calendar

2. Office Admin, Client Operations & a Team Lead

3. Plan for Prospects & Review meetings

4. Analyze, Plan, Execute & Manage investments.

We work M-F 9AM - 5:30PM

We work 2 Saturdays per month

Our office is based in Sadashivnagar, Bangalore (at Mekhri Circle).

Do let me know what are your thoughts? What was your last drawn salary?

Where in Bangalore do you live?

Can you travel to Sadashivnagar everyday?

Look forward to hearing from you.

Your Personal CFO

www.deerajshetty.com

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹35,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Internet reimbursement Paid time off
Work Location: In person