We are a technology first investment management platform that believes in providing every Indian access to the right investment suggestions. Our long-term goal is to change the way India invests. Leveraging our flagship product - MIRA Money, we offer three broad categories of services that include investment management, goal planning, and portfolio management solutions.
What is working at our Company, NobleWealth/MIRA Money?
1. Work days are usually from Monday to Friday.
2. You are surrounded by some very smart people from tech, investment, growth, and finance backgrounds, who are happy to help you do your job better.
3. As we are still a budding startup, we believe in collaborating in a physical office space and learn from each other, and shaping the culture of the organization.
4. We are located in Bangalore, a place buzzing with energy and optimism.
Key responsibilities:
1. Work as part of the Investment Team, focusing on the operations side of the business.
2. Monitor client portfolios and prepare detailed client portfolio reports.
3. Lead operations related to making portfolio changes effectively and efficiently.
4. Collaborate directly with the Investment Team to manage investment operations and gain insights into portfolio management.
5. Coordinate with mutual fund houses to gather crucial information for client reports and investment outlook reports.
6. Serve as the backbone of the Investment and Customer Success Team by managing customer queries and handling escalations professionally.
MIRA (Money Invested in Right Assets) is a technology-first investment management platform that believes in providing every Indian the access to right investment suggestions.
