Position: No. of Positions: Company: Location: Qualification: Experience: Salary Expectation:

Research Associate 2 Ethos Wealth Management Pvt. Ltd. Manipal Center, M.G. Road, Bangalore. Studying or Cleared CFP- Self-Motivated, Dedicated & Pays Attention to Detail!!! 2-6 Years of prior work experience INR 4 Lakhs to INR 6.5 Lakhs (depending on Knowledge & Attitude)

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 of Real Estate, Stocks, Bonds, Insurance, Mutual Funds & REITs

Job Description: 1. Goal Based Financial Planning: Prepare ‘Comprehensive’ Plans for clients based on: Risk Appetite, Time Horizon, Goal Priority & Dependents 2. Investment Advisory Portfolio: Recommended portfolio’s based on Asset Allocation Model, based on- Risk, Time & Liquidity 3. Research Reports: Generate Weekly Client e-mailers, Product Notes, Budget Updates & content for facebook, Linkedin & blog 4. Income Tax : Mutual Funds, Real Estate, FD’s, Insurance & Equities & Risk: Help incorporate these aspects in to a family’s Investment, Financial & Retirement Plan 5. Monitor & Report Client Portfolios: Actively Monitor client portfolio’s to ensure progress as planned & provide monthly Portfolio Report About the Company: Ethos Wealth Management is a boutique Investment & Tax Advisory firm focused on providing timely and transparent Wealth Management solutions with a detailed focus on Tax Efficiency and Risk Management. Easy to use Technology & Transparent Research, along with Financial Accountability, helps Ethos create a niche. Without a rupee spent on Marketing in 3 years, Ethos is actively managing over 75 Executives across the globe. Why are we Successful? 1.

Understand & Execute: Investments, Liabilities, Real Estate, Income Tax & Insurance (Health, Life & General)

2.

Administer & Manage: Payments, taxes, insurance premiums, Will & Estate Planning: All linked to a family's need

3.

Cost & Tax Efficiency: Eliminate hidden costs, high commissions, withdrawal charges & reduce income tax liability Our Success Mantra

1.

Optimum Asset Allocation: Balance Risk-Reward principles, customized to suit your individual needs and Risk Appetite

2.

Dynamic Portfolio Management: Neutralize market volatility and provide better Risk-adjusted returns.

3.

Timely Reviews: Quarterly client reviews to discuss: portfolio & Ethos performance, family goals & exigencies

Our Clients: Bangalore | Mumbai | Delhi | Pune | Dubai | Bahrain | Singapore | Hong Kong | US | London | Australia Our Services: Financial Planning | Investment Advisory | Retired Life Management | NRI Advisory | Will & Estate Planning

Robin Uthappa – Client Testimonial Indian Cricketer & IPL Star Ethos Wealth is an integral part of my life: managing my investments, tax, insurances and planning for life, post cricket. I have been managed by several banks over 8 years, but not a single one, compares to the care, compassion & commitment of Ethos. I highly recommend Ethos Wealth to my cricketing fraternity. They are going BIG, let Ethos Wealth help your family today! Interested candidates forward your CVs to Mr. Deeraj Shetty, Founder & Director, on [email protected].

Ethos Wealth Management

www.ethos-wealth.com

#S-709, South Block, Manipal Center