About PPFAS Wealth
PPFAS Wealth is the wealth management division of Parag Parikh Financial Advisory Services Limited (PPFAS). Founded by the late Mr. Parag Parikh, the firm operates with a “client-first” philosophy, often describing its advisors as “Financial Doctors” who prescribe holistic financial solutions rather than merely selling products.
About the Job
PPFAS Wealth is hiring a CA Industrial Trainee in Mumbai. The role involves working closely with Wealth Managers, Research, and Tax specialists to deliver comprehensive financial solutions for HNI and UHNI clients. The position offers exposure to investment analysis, financial planning, and portfolio-related research.
Eligibility
- Passionate about investments, research, and financial planning.
- CA Final Attempt: September 2027 or January 2028.
- Strong analytical and Excel skills preferred.
Responsibilities
- Build advanced Excel financial models for portfolios, cash flows, scenario analysis, and goal-based planning.
- Evaluate mutual funds, PMS/AIFs, global products, and alternative investments.
- Prepare product comparison notes, performance analytics, and client-ready summaries.
- Support capital gains analysis, tax optimisation, and compliance documentation.
- Track market trends, regulatory developments, and product innovations.
- Maintain structured templates ensuring data accuracy and analytical rigor.
- Collaborate with wealth managers on portfolio construction and tax planning strategies.
Location
Mumbai (Nariman Point)
Application Procedure
Interested candidates may email their CV to: careers@ppfas.com
Subject Line: CA Industrial Trainee – PPFAS Wealth
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