We are one of the leading Wealth Management and Financial Consulting companies in Western India, headquartered in Surat, Gujarat. Our wealth management expertise and preferred personalized financial services span major wealth and asset classes and a basket of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services (National Pension System), SIPs (Systematic Investment Plans), Fixed Deposit Services, Portfolio Management, Investment Management, Securities and Broking.

Our Philosophy Is To Offer Our Clients A Complete 360°, End To End Wealth Management And Risk Management Solutions.


Job Description:&nbsp; The Trainer is responsible for leading and facilitating training programs for employees to enhance their skills, knowledge, and productivity in their role within the organization. A Corporate Trainer, or Development Educator, is responsible for maintaining the standards of an organization’s talent by providing comprehensive training at the start of employment and as needed throughout employment. Their duties include working closely with company executives and department heads to determine areas for employee improvement, developing training courses for new and existing employees and establishing methods to track employee performance after the completion of training.&nbsp; Job Responsibilities: -Develop and deliver training modules in both classroom and virtual settings.-Create training materials, including presentations, handouts, and assessments.-Conduct needs analysis to determine training gaps and areas of improvement for employees.-Collaborate with department managers to align training programs with company goals and objectives.-Monitor training effectiveness and adjust programs as necessary to ensure maximum impact.-Stay up-to-date with industry trends and best practices in employee training and development. Qualifications:&nbsp; - Experience of 2-5 years&nbsp;-Bachelor's degree is mandatory- Good communication and verbal skills&nbsp;- Ready for office and other branch trainings as per requirement-Proficient in Microsoft Office and Learning Management Systems (LMS).- Time Management and organisational skills&nbsp;- Candidate with good patience level&nbsp;- Motivational and team handling skills

KRA (Key Responsibility Area) for Junior Technical Analyst: •	Technical analysts operate on the principle that historical price movements can indicate future price trends.•	Its responsibility is to keep track of changes in the capital market by using technical indicators to make various investment and trading decisions.•	The analyst might, for instance, monitor information on share price, trade volume, interest rates, etc., and apply this data to make decisions, such as whether to buy or sell the instrument.•	Some tools these analysts use to judge the stock are:o	Derivativeso	moving averageso	on-balance volumeo	price oscillatorso	momentum indicators like RSI and pattern recognition, etc.&nbsp;•	These analysts apply such tools for forecasting and timing the trading and investing in financial instruments. To predict future performance, technical market analysts look at tendencies in the previous version of financial securities.•	To read figures, charts, and graphs to produce projections or limitations for a specific stock or the larger markets.•	Technical analysts track and trade capital market movements using technical indicators to make investment and trading decisions.•	Usage of tools such as moving averages, on-balance volume, price oscillators, and pattern recognition to forecast and time trading and investing in financial instruments.•	Technical analysts analyse historical data, charts, and graphs to produce projections and make decisions about specific stocks or the broader markets.

Roles and Responsibilities: Provide personalized financial advisory services to clients Analyze and evaluate investment opportunities in the equity market Create and manage investment portfolios based on clients' financial goals and risk tolerance Stay updated with market trends and financial news Monitor and track clients' investment performance Maintain relationships with existing clients and identify potential new clients Conduct market research and competitor analysis Collaborate with the research and analysis team to identify market opportunities

Company OverviewAASTHA FINTECH PVT. LTD. is a premier Wealth Management and Financial Consulting company based in Surat, Gujarat. With a focus on personalized financial services and comprehensive wealth management solutions, we cater to a diverse range of clients across major wealth and asset classes. Our 360 approach ensures end-to-end wealth and risk management solutions for our valued clients. Job OverviewWe are hiring a Human Resources Intern at AASTHA FINTECH PVT. LTD. This role is based in Surat and is an internship position for candidates with 0-1 years of experience. As a part of our team, you will be involved in HR compliance, effective communication, document drafting, and query handling. Qualifications and Skills<ul><li>HR Compliance</li><li>Effective communication</li><li>English proficiency</li><li>MS Excel</li><li>Document Drafting</li><li>Query handling</li></ul> Roles and Responsibilities<ul><li>Assist in HR compliance tasks and documentation</li><li>Handle queries related to HR policies and procedures</li><li>Draft and maintain HR documents including employee records</li><li>Support in communication with employees regarding HR matters</li><li>Assist in organizing HR-related events or training sessions</li></ul>

We are seeking a highly motivated and detail-oriented Assistant Manager to join our team. This role requires a deep understanding of financial products and services, exceptional interpersonal skills, and a passion for helping clients achieve their financial goals. Key responsibilities:Client Acquisition:&nbsp;Identify and acquire new clients through networking, referrals, and client meetings.Client Relationship Management:&nbsp;Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.Client Meetings:&nbsp;Schedule and conduct regular client meetings to review their financial plans, investment portfolios, and to discuss any changes in their financial situation or goals. Follow up on action items from client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.Compliance:&nbsp;Ensure all client interactions and transactions comply with regulatory requirements and company policies. Skills:Strong analytical and problem-solving skills.Excellent communication and interpersonal skills.Proficiency in financial software and MS Office Suite (Excel, PowerPoint, Word).Ability to work independently and as part of a team.Ability to build and maintain long-term client relationships.