INDUSTRIAL TRAINEE VACANCY FOR FRESHER CA INTER AT PPFAS WEALTH

PPFAS Wealth is a division of Parag Parikh Financial Advisory Services Limited (PPFAS), founded on core values of transparency, a client-first approach, and the "Law of the Farm". Re-launched in 2024 to provide unbiased multi-asset financial advice, it acts as a "financial doctor" helping clients preserve, nurture, and protect their wealth.

VACANCY DETAILS :-

POST NAME - Industrial Trainee

QUALIFICATION - CA Inter

EXPERIENCE - Nil

LOCATION - Mumbai

JOB DESCRIPTION :-

• 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 for client suitability

• 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 high data accuracy and analytical rigor

• Collaborate with wealth managers on portfolio construction and tax-planning strategies

HOW TO APPLY :-

Interested candidates can send their resume on careers@ppfas.com with Subject tag line - CA Industrial Trainee- PPFAS Wealth

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