Valenta AI
Paraplanner
- On-site
- Full-time
... financial analyses and financial plans for HNI/UHNI clients. - Assisting in analysis, re-balancing, and review of investment portfolios. - Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s). - Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes. - Providing support for processing ...
Delhi, भारत