Description:

About Metaarth Finserve Pvt Ltd .

The Metaarth Group is a fast-growing financial services conglomerate with deep roots in Indias wealth management and investment ecosystem. Founded and led by seasoned promoters with decades of experience in the financial sector, the group has established itself as a trusted partner for clients seeking sustainable, goal-based financial growth.

Metaarths core strength lies in its diversified portfolio of businesses spanning:

Financial Services & Wealth Management through Metaarth Finserve Pvt. Ltd. and Metaarth Investments Pvt. Ltd.

Mutual Benefit & Lending Solutions

Asset Management & Fund Operations through Metaarth Asset Management IFSC Pvt. Ltd. and Metaarth Asset Manager Ltd.

Allied Growth Verticals including pharmaceuticals (Metaarth Lifesciences Pvt. Ltd.) and logistics/warehousing (Metaarth Warehousing Pvt. Ltd.).

With a presence across key financial hubs including Lucknow, Mumbai, Noida, Greater Noida, and GIFT City (Gandhinagar), Metaarth is strategically positioned to capture opportunities in Indias rapidly expanding financial markets. The groups companies are structured to deliver end-to-end financial solutions- from retail wealth management to institutional asset management, supported by a strong governance framework and client-centric philosophy. Metaarths promoters bring decades of proven expertise, leveraging regulatory knowledge, market insights, and disciplined investing practices. This strong foundation, combined with the groups ambitious vision, enables it to scale rapidly while maintaining high standards of trust, compliance, and innovation. As Metaarth expands its footprint, it offers investors a unique opportunity to participate in a scalable, multi-vertical financial ecosystem driven by Indias growing demand for structured investment products, professional wealth management, and financial inclusion

website: https://meta-grow.in/static/about-us.aspx

Linkedin :- https://www.linkedin.com/company/metaarth.linkedin.com/

Role Overview:

The Key Managerial Person (KMP) will oversee the core investment and portfolio management functions of the fund management entity. This role requires strong expertise in fund operations, portfolio strategy, compliance adherence, regulatory reporting, and investor management. The KMP will be primarily responsible for ensuring the entitys investment activities are conducted in accordance with applicable laws, internal risk frameworks, and industry best practices.

Key Responsibilities:

1. Fund & Portfolio Management:

- Lead and supervise the management of investment portfolios in line with approved mandates, risk parameters, and investment objectives.

- Evaluate market trends, investment opportunities, and economic indicators to guide strategic decisions.

- Monitor portfolio performance and implement corrective actions when necessary.

- Oversee asset allocation, valuation processes, and portfolio rebalancing.

2. Regulatory & Compliance Oversight:

- Ensure all fund activities comply with applicable regulations, including those prescribed by SEBI or other regulatory authorities.

- Liaise with compliance teams to maintain up-to-date policies, internal controls, and reporting requirements.

- Keep track on regulatory update for AIFs business timely update to management and ensure implementation of the same.

3. Governance & Risk Management:

- Attend board and committee meetings, providing insights on portfolio strategy, risk exposure, and fund performance.

- Implement robust risk management frameworks across investment operations.

- Oversee internal audits, PPM audit risk reviews, and due-diligence processes.

- Assistance on investor due diligence: AML/KYC checks world check screening FATCA Compliance

4. Operational Management:

- Supervise front-office functions related to investment decision-making and execution.

- Coordinate with middle and back-office teams to ensure smooth settlement, valuation, reporting, and reconciliation processes.

- Support the formulation of standard operating procedures for investment operations.

- Updating the investment compliance monitoring portal

5. Stakeholder & Investor Relations:

- Provide accurate and timely information to investors, regulators, and internal stakeholders.

- Assist in developing investor presentations, fact sheets, and portfolio disclosures.

- Manage queries related to fund performance and strategy.

- Liaising/communication with SEBI, RBI, Trustee, Lawyers, Investment Team, Fund Administration Team, investors etc.

Qualifications & Experience:

Educational Requirements:

Post-graduate degree in Finance, Commerce, Economics, Management, or a related discipline from a recognized institution.

Professional Certifications:

Mandatory valid NISM-Series XIX-D/E certification (or any updated equivalent regulatory certification as applicable).

Experience:

Minimum 45 years of relevant experience in:

- Fund management

- Portfolio management

- Investment analysis and strategy

- Capital market operations

Skills & Competencies:

- Strong understanding of securities markets, investment products, and portfolio construction.

- Proficiency in financial analysis, valuation methods, and risk assessment.

- Familiarity with regulatory frameworks governing fund managers.

- Excellent communication, leadership, and decision-making abilities.

- High level of integrity and ethical conduct consistent with fiduciary obligations.