Junior Chartered Accountant – Wealth Management

Junior Chartered Accountant – Wealth Management

Founder-facing personal wealth management role

Location

Gurugram, Sec -28,

Experience

+2 years

ROLE OVERVIEW

Vani Kabir Multiverse is hiring a Junior Chartered Accountant to manage the founder’s personal wealth —

investment planning, portfolio management, and tax-efficient financial structuring. This is a dedicated,

trust-sensitive role focused entirely on personal wealth management, distinct from the company’s core

accounting and compliance function.

KEY RESPONSIBILITIES

Portfolio Management

Plan, track, and rebalance the founder’s personal investment portfolio (mutual

funds, equity, fixed deposits, bonds, insurance).

Investment Research

Evaluate investment products and instruments before recommending allocation,

based on risk profile and financial goals.

Tax Planning

Advise on capital gains treatment, Section 80C/80D and other deductions, and overall tax

optimization for the founder’s personal finances.

Financial Planning

Build goal-based plans covering retirement, wealth accumulation, and

estate/succession considerations.

Reporting

Prepare net worth statements, portfolio performance reviews, and periodic updates for the

founder.

Coordination

Liaise with banks, mutual fund distributors/RMs, insurance providers, and the founder’s

external tax consultant/CA as needed.

Confidentiality

Handle personal financial data with strict discretion — this is a high-trust role.

REQUIRED QUALIFICATIONS

Chartered Accountant (qualified) or CA-Final level candidate

0–2 years of experience; investment advisory, wealth management, or NBFC exposure preferred over pure

audit/accounting background

Working knowledge of the Income Tax Act (capital gains, TDS) and familiarity with investment products

(mutual funds, FDs, bonds, equity, insurance)

PREFERRED CERTIFICATIONS

(Confirm current validity/requirements before publishing)

NISM Series-X-A/B (Investment Adviser) — good to have, signals genuine competence

CFP (in progress or completed) — strong plus

SKILLS

Strong Excel and portfolio-tracking ability

Able to explain financial and tax concepts clearly to a non-finance founder

High discretion and reliability — direct access to sensitive personal financial information

Independent judgment — no large team to lean on

Pay

₹60,000.00 - ₹70,000.00 per month

Benefits

Leave encashment

Paid sick time

Paid time off

Work Location

In person