Head - Portfolio Management Services - WealthTech Firm

Role: Head - Portfolio Management Services (PMS)

(Investment-Led Wealth-Tech Platform)

Role Context

We are a wealth-tech company building a research-driven, long-term Indian equities PMS franchise. This is not a product-led launch - the PMS will sit at the core of our investment identity.

- The role is suited for a fund manager who combines deep investing rigour with the ability to institutionalise process, governance, and client trust from the ground up.

Core Responsibilities:

- Own the end-to-end investment process: idea generation, fundamental research, portfolio construction, and risk management.

- Build a differentiated, high-conviction equity PMS strategy focused on long-term compounding and capital protection.

- Establish institutional investment governance: IC discipline, drawdown frameworks, portfolio review cadence, and SEBI-grade reporting.

- Partner with the wealth-tech platform to deliver best-in-class transparency, client communication, and a digital-first investor experience.

- Lead client engagement with HNI/UHNI investors through clear articulation of philosophy, performance, and risk.

- Ensure full compliance with SEBI (Portfolio Managers) Regulations, 2020, upholding the highest fiduciary standards.

- Build and scale the PMS franchise as a strategic business vertical - including team hiring, research capability development, and operating discipline aligned with institutional asset managers.

- Provide leadership in shaping the firm's investment culture-, mentoring analysts and embedding a process-driven, fiduciary-first mindset across the organisation.

Candidate Profile:

- 10+ years of experience in public markets / asset management.

- 5+ years of direct portfolio or fund management experience across market cycles.

- Strong orientation towards quality-first investing, downside management, and repeatable decision frameworks.

- High credibility with sophisticated investors and the ability to build long-term trust.

Education & Certifications -

- CFA / CA / MBA (Finance) or equivalent.

- NISM-Series-XXI-A: Portfolio Managers Certification (mandatory).

- NISM-Series-X-A/X-B: Investment Adviser Certification (preferred).

- Budget is not a constraint for the right candidate