About Turtle
Turtle is a fee-only, SEBI-registered investment advisory firm serving returning NRIs and high-income Indian professionals with full-stack, cross-border financial planning. No commissions, no product-pushing, just a fiduciary practice built around one moment: when a client actually feels the value of the knowledge we've handed them.
The Role
We're hiring a Para Planner to sit at the heart of our Investment Advisory vertical. This isn't a support-desk job; you'll shadow senior Investment Advisors across the entire client lifecycle: onboarding, risk profiling, asset allocation, portfolio construction, execution, rebalancing, and review. Over time, you'll move from assisting to owning pieces of that lifecycle yourself.
We're looking for someone who wants to become an Investment Advisor. If you're genuinely curious about markets, portfolios, and how good advice actually gets delivered, this is where you learn it properly, on real client money, next to people who've been doing this for years.
What You'll Do
- Shadow senior Investment Advisors in client meetings and internal reviews
- Support end-to-end portfolio management: research, data analysis, allocation modelling, execution, rebalancing
- Prepare client-ready analysis, reports, and review material
- Track portfolios against plans and flag deviations or opportunities
- Handle the operational and documentation backbone of the advisory process
- Gradually take on direct client-facing responsibility as you build competence
Who We're Looking For
- Genuinely keen to build a long-term career in investment advisory
- Strong with numbers, comfortable with data, calculations, and structured analysis
- Methodical: you follow process, not shortcuts
- Clear communicator, written and verbal
- High attention to detail
- Comfortable in a small, fast-moving team where ownership is expected early
Qualifications
Required
- Bachelor's degree in finance, commerce, economics, or a related quantitative field
- Strong quantitative aptitude and structured problem-solving
- Freshers with strong aptitude and genuine interest in markets/personal finance are welcome to apply
Preferred
- NISM Series-XA and XB (Investment Adviser) certifications
- CFP (Certified Financial Planner) - completed or actively pursuing
What You'll Get
- Salary :)
- NISM XA/XB and CFP/CWM exam fees reimbursed on successful completion
- Direct, hands-on mentorship from senior Investment Advisors
- Real exposure to the full investment advisory lifecycle, not a siloed slice of it
- A front-row seat to cross-border and NRI wealth management, a niche few firms in India do well
- A clear growth path toward becoming an Investment Advisor at Turtle
- A fiduciary practice to learn from, not sales targets to hit
It's a work-from-office opportunity based out of New Delhi. Interested candidates can reach out with their resume and a short note on why investment advisory is a career to mukund[at]turtlefinance[dot]in
Pay: ₹25,000.00 - ₹40,000.00 per month
Application Question(s):
- Have you cleared the NISM X-A and X-B exams?
Education:
Experience:
- professional: 3 years (Preferred)
Location:
- New Delhi, Delhi (Central District) (Preferred)
Work Location: In person
