34 Investment Management jobs in Delhi

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealthmanagement. We operate in both domestic and cross-border deal making, with deep India expertiseand a strong international network through Pandion Partners ( are a high-conviction, high-touch firm with a strong track record in mid-market transactions andend-to-end deal execution.Role Overview:As Manager - Wealth Management, you will be responsible for:Build and manage client relationshipsProactively identify business opportunities in Wealth Management and Investment Banking.Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.Conduct financial and economic research to support client recommendations.Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.Ensure compliance with regulatory standards and internal protocols.What we’re looking for3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.Excellent communication and interpersonal skills, and a proactive, business-development mindset.Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.QualificationsBachelor’s degree in Finance, Economics, or related fieldsPreferred: MBA, CFA, CA or CFP certificationStrong academic record and interest in long-term career in wealth managementProficiency in financial planning tools, portfolio software, and MS OfficeIdeally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management

to join our team in New Delhi. This is an immediate opening for candidates who thrive in an

entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private

Equity transactions.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As a Wealth Management Operations Analyst, you will be responsible for:

• Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences.
• Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
• Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.
• Track and report on market trends, economic developments, and regulatory updates.
• Provide regular updates on investment performance and market insights to clients.
• Coordinate client meetings and manage operational/documentation requirements.
• Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.

What we’re looking for

• 1-2 years of experience in wealth management, private banking, or financial advisory
• Familiarity with financial markets, investment products and portfolio management strategies
• Strong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitude
• Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR
• Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset

Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management

to join our team in New Delhi. This is an immediate opening for candidates who thrive in an

entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private

Equity transactions.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As a Wealth Management Operations Analyst, you will be responsible for:

• Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences.
• Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
• Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.
• Track and report on market trends, economic developments, and regulatory updates.
• Provide regular updates on investment performance and market insights to clients.
• Coordinate client meetings and manage operational/documentation requirements.
• Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.

What we’re looking for

• 1-2 years of experience in wealth management, private banking, or financial advisory
• Familiarity with financial markets, investment products and portfolio management strategies
• Strong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitude
• Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR
• Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset

Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management

to join our team in New Delhi. This is an immediate opening for candidates who thrive in an

entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private

Equity transactions.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As a Wealth Management Operations Analyst, you will be responsible for:

• Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences.
• Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
• Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.
• Track and report on market trends, economic developments, and regulatory updates.
• Provide regular updates on investment performance and market insights to clients.
• Coordinate client meetings and manage operational/documentation requirements.
• Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.

What we’re looking for

• 1-2 years of experience in wealth management, private banking, or financial advisory
• Familiarity with financial markets, investment products and portfolio management strategies
• Strong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitude
• Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR
• Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset

Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management

to join our team in New Delhi. This is an immediate opening for candidates who thrive in an

entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private

Equity transactions.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As a Wealth Management Operations Analyst, you will be responsible for:

• Assist in developing personalised financial plans aligned to client goals, risk profiles, and investment preferences.
• Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
• Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.
• Track and report on market trends, economic developments, and regulatory updates.
• Provide regular updates on investment performance and market insights to clients.
• Coordinate client meetings and manage operational/documentation requirements.
• Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.

What we’re looking for

• 1-2 years of experience in wealth management, private banking, or financial advisory
• Familiarity with financial markets, investment products and portfolio management strategies
• Strong analytical and research skills, proficiency in Excel, PowerPoint and financial tools, excellent communication and keen learning attitude
• Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR
• Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset