Product Research Analyst

Careers All Openings Product Research Analyst Mumbai, Maharashtra, India Job Summary -We are looking for a driven and detail-oriented individual to join our team in a research and advisory capacity. This role is ideal for someone with a strong foundational understanding of investments and a long-term mindset. The candidate will play a critical role in evaluating various financial products, assisting in formulating client financial plans, and supporting the investment advisory process. Roles & Responsibilities- Recommend appropriate financial products (Mutual Funds, AIFs, PMS, Debt Instruments, etc.) aligned with a clients profile and risk suitability. Conduct timely, in-depth research on products, structures, and developments across asset classes.Studying and understanding investing styles of various fund managers.Regularly track industry and regulatory updates and assess their potential impact on client portfolios.Communicate research findings effectively with clear reasoning and analytical logic.Assist in crafting comprehensive, long-term financial life plans for clients keeping taxation in mind.Collaborate with management to execute focused research tasks as required.Direct Equity research and tracking Understanding Business Models and Assessing Fair value of companies (Domestic & Global) Candidate Desirability -Education: Chartered Accountant (CA) and minimum CFA Level 2 qualified. Experience: 13 years of relevant experience in investment research, financial advisory, or related roles.Sound knowledge of:Mutual Funds, PMS, AIFs, and Debt InstrumentsDirect and Indirect TaxationListed Equities, REITs, and InvITsStrong analytical skills and a long-term investment philosophy.Excellent written and verbal communication skills. Ability to work independently and take initiative on assigned research mandates. Job location - Mumbai - Nariman Point Opportunity Overview Organization PPFAS Wealth Office Location Mumbai Job Type Full-time Experience 0-3 Apply Now .