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Discovered 7d ago
AI
Relationship Manager
Ashvvy Investment Pvt. Ltd.•Linkedin
LocationKanpur, Uttar Pradesh, India
Work Modeonsite
Experience3+ yrs
Compensation~₹6–12 LPA
Required Skills & Technology Stack
Relationship ManagementMutual FundsWealth ManagementPortfolio AnalysisFinancial AdvisoryClient OnboardingCommunicationNISM CertificationAMFI ComplianceEquityFixed IncomeInsurance
About the Role
Company Description
Ashvvy Investment Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor that has been serving retail, HNI, and UHNI clients since 2000. The firm focuses on goal-based mutual fund investing, disciplined long-term wealth creation, portfolio tracking, and personalized investment solutions. Ashvvy has guided over 3,000 families and manages assets of around 350 crores, built over…
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