# Portfolio Specialist – Wealth

- Link: https://100xfounder.com/job/groww-portfolio-specialist-wealth-cdb8b1/
- Published: 2026-03-17T15:54:17+05:30
- Author: Ishaan Vardhan

### About Groww

We are a passionate group of people focused on making financial services accessible
to every Indian through a multi-product platform. Each day, we help millions of 
customers take charge of their financial journey. Customer obsession is in our DNA.
Every product, every design, every algorithm down to the tiniest detail is executed
keeping the customers’ needs and convenience in mind. Our people are our greatest
strength. Everyone at Groww is driven by ownership, customer-centricity, integrity
and the passion to constantly challenge the status quo.

Are you as passionate about defying conventions and creating something extraordinary
as we are? Let’s chat.

### Our Vision

Every individual deserves the knowledge, tools, and confidence to make informed 
financial decisions. At Groww, we are making sure every Indian feels empowered to
do so through a cutting-edge multi-product platform offering a variety of financial
services. Our long-term vision is to become the trusted financial partner for millions
of Indians.

### Our Values

Our culture enables us to be what we are — India’s fastest-growing financial services
company. It fosters an environment where collaboration, transparency, and open communication
take center-stage and hierarchies fade away. There is space for every individual
to be themselves and feel motivated to bring their best to the table, as well as
craft a promising career for themselves.

### The values that form our foundation are

 * Radical customer centricity
 * Ownership-driven culture
 * Keeping everything simple
 * Long-term thinking
 * Complete transparency

### Summary

This role is designed for seasoned portfolio advisors with deep expertise in multi-
asset solutions and HNI-specific needs. You will be responsible for providing sophisticated
portfolio construction and advisory, including complex structures like succession,
tax optimisation, and multi-entity strategies.

### Key Responsibilities

 * Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, Structured/Global
   Products.
 * Review and redesign existing portfolios, addressing allocation,selection, and
   deployment gaps.
 * Apply advanced solutions for UHNIs including cash flow planning,preservation 
   strategies, estate planning, and taxation nuances.
 * Continuously monitor client portfolios and recommend rebalancing actions.
 * Serve as a thought partner to relationship teams on large/complex clients.

### Candidate Requirements

 * 3+ years’ experience in wealth advisory for UHNI or Family Office clients.
 * In-depth knowledge of structured products, global funds, and advanced tax/regulatory
   frameworks.
 * CFA/CA/MBA Finance preferred.
 * High client engagement and consultative skills.