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Shikha Gupta

Founder at 99Yellow

Last Active: 17 July 2026

Job Views:  
368
Applications:  66
Recruiter Actions:  16

Job Code

1707461

Co-Founder/Partner - Wealth Management

99Yellow.10 - 16 yrs.Gurgaon/Gurugram
Posted 1 month ago
Posted 1 month ago

About the Group:

- Brightstar is building a financial markets and asset management group with businesses across proprietary trading, client fund management, regulated fund products, PMS, global markets, and inhouse trading technology.

- The group currently operates through Brightstar Research India, Brightstar Research UK, and Akino Capital in GIFT City.

- Brightstar Research India - Indian markets prop trading and domestic Ultra-HNI managed-account strategies.

- Brightstar Research UK - global markets prop trading and international strategy development.

- Akino Capital, GIFT City - regulated AIF Cat III and PMS platform for international/NRI and outbound investment products.

Brightstar Wealth is being created as the groups dedicated wealth management and distribution company. It will service HNI, Ultra-HNI, family office, business-owner, NRI, and advisor-led relationships.

Role Title - Co-Founder / Partner - Brightstar Wealth:

Role Objective:

The role is to lead Brightstar Wealth as an entrepreneurial wealth management partner. The candidate will build the wealth management vertical, acquire and manage client relationships, distribute suitable group and third-party products, and create a scalable client acquisition engine for the Brightstar/Akino group.

Key Responsibilities:

1. Build and Lead Brightstar Wealth:

1. Set up and lead the wealth management business as a dedicated vertical.

2. Build systems for client acquisition, follow-up, onboarding, servicing, and reporting.

3. Develop a strong client pipeline across HNI, Ultra-HNI, family office, business-owner, promoter, and NRI segments. Build and guide a relationship-management/support team as the business scales.

2. Client Acquisition and Relationship Management:

1. Build relationships with HNI, Ultra-HNI, family office, business-owner, promoter, and NRI clients.

2. Identify clients suitable for Brightstar domestic managed-account strategies, Akino Absolute Return Fund, Globex 50 PMS, and suitable third-party products.

3. Maintain high-quality relationship management, client communication, and long-term client trust.

4. Create a disciplined pipeline of prospects, referrers, wealth managers, and client introductions.

3. Product Distribution:

The role will involve distributing both group products and third-party products based on client suitability.

1. Group products: Brightstar domestic Ultra-HNI arbitrage managed-account strategy, Akino Absolute Return Fund, and Globex 50 PMS.

2. Third-party products: mutual funds, PMS products, AIF products, alternative investment products, and other suitable wealth products.

3. Follow a client-suitability-first approach. There should be no hard selling or forced allocation into group products.

4. Advisor and Referral Network:

1. Build relationships with independent wealth advisors, boutique wealth firms, family office advisors, CA-led networks, stock brokers, ex-bankers, and NRI-focused advisors.

2. Create referral and introduction channels for Brightstar and Akino products.

Maintain structured follow-up discipline with all clients, advisors, and intermediaries.

Ideal Candidate Profile:

- Minimum 10+ years of wealth management experience.

- Preferably 15-20 years in banking, private wealth, PMS/AIF distribution, mutual funds, or alternative investments.

- Strong HNI/UHNI/family office relationship network.

- Experience selling mutual funds, PMS, AIFs, structured wealth products, and alternative investment products.

- Existing access to meaningful client AUM/corpus and ability to build a scalable wealth business.

- Strong understanding of client suitability, risk profiling, client communication, and long-term relationship management.

- Entrepreneurial mindset with ability to lead a business vertical, not just function as an RM.

- Strong communication, leadership, and relationship-building skills.

- High integrity and strong compliance orientation.

Preferred Background:

- Ex-private banker or senior wealth manager.

- Ex-bank wealth division senior professional.

- Independent wealth advisor or boutique wealth firm founder/partner.

- Family office relationship professional.

- PMS/AIF distribution professional.

- Senior RM with strong portable client relationships.

Role Fit:

This role is suitable for someone who understands wealth management deeply, has strong client relationships, can build revenue, can lead the business, and can represent the Brightstar/Akino group professionally with HNIs, Ultra-HNIs, NRIs, advisors, and family offices.

The role is not intended for a purely salary-driven RM profile. It is designed for a senior wealth professional who wants to build and lead a serious wealth management business under a growing financial markets and asset management group.

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Posted by

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Shikha Gupta

Founder at 99Yellow

Last Active: 17 July 2026

Job Views:  
368
Applications:  66
Recruiter Actions:  16

Job Code

1707461

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