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Groww

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Product Research Specialist (W from Groww)

Groww

Mumbai, India Private Wealth 2w ago

Portfolio Specialist - Wealth

Groww

Mumbai, India Private Wealth 1mo ago

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Product Research Specialist (W from Groww)

Groww · Mumbai, India

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Private Wealth Mumbai Posted Apr 22, 2026

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

Job Description:

Responsible for research and coverage of high end investment products, this role ensures the firm maintains a live universe of curated investment ideas, supported by data, rationales, and manager intelligence.

Key Responsibilities:

Track new product launches across MF, PMS, AIFs, Structured Products.
Build and maintain a central repository of data, research, and collaterals.
Liaise with asset managers to form house views and provide inputs for product whitelisting.
Develop rationales for product approvals to the Investment Committee.
Maintain active touchpoints with fund managers, recording insights and updates.
Support Wealth Partners with product intelligence and joint calls.

Candidate Requirements:

2-3 years in wealth/product research.
Strong analytical and financial writing skills.
Understanding of PMS, AIF, and structured products.
Relationship management capability with AMCs/fund houses.
2-3 years in wealth/product teams at private banks or AMCs

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Groww

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Portfolio Specialist - Wealth

Groww · Mumbai, India

Apply now

Private Wealth Mumbai Posted Mar 17, 2026

About Groww:

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

Our Vision

Our Values

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.

Ready to apply?

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Groww

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