Investment Advisor (Tech-Driven Advisory Platform) Sigfyn

About Sigfyn

Job Description

Location: Remote Employment Type: Full-time About Us Sigfyn is a SEBI-registered investment advisory firm building a next-generation tech-driven wealth management platform. We provide unbiased, research-backed financial advice powered by automation, data analytics, and AI-driven insights. Our goal is to simplify wealth creation for individuals by leveraging technology to offer personalized and scalable investment solutions. We are looking for a qualified Investment Advisor who is passionate about financial advisory and has experience working in technology-driven environments. This role is ideal for someone who has worked closely with product teams, robo-advisory models, or fintech platforms, bringing a mix of investment expertise and digital-first thinking. Key Responsibilities 1. Investment Advisory & Portfolio Management Conduct risk profiling, assess financial goals, and create personalized investment strategies. Provide direct mutual fund, ETF, equity, and fixed-income portfolio recommendations (No commission-based products). Continuously monitor and rebalance portfolios using data-driven insights. Work towards scaling advisory services using digital tools to serve a broader audience efficiently. 2. Technology & Product Collaboration Partner with product & engineering teams to build AI-powered robo-advisory solutions. Contribute to the design of automated portfolio rebalancing, goal-based investing, and tax optimization features. Ensure a seamless digital onboarding experience for clients by integrating advisory workflows with tech platforms. Use data analytics & AI models to personalize investment recommendations at scale. 3. Client Engagement & Digital Wealth Advisory Manage client relationships through a tech-first approach, ensuring seamless digital interactions. Conduct investment webinars, podcasts, and financial literacy programs to educate users. Provide real-time portfolio insights through digital dashboards and mobile apps. Support customer experience teams by providing deep investment expertise for tech-enabled customer interactions. 4. Compliance & Regulatory Adherence Ensure all advisory services comply with SEBI (Investment Advisers) Regulations. Maintain detailed client records, risk assessment reports, and digital advisory documentation. Stay updated with SEBI regulations, tax laws, and financial market trends to ensure compliant advisory solutions. 5. Research & Market Analysis Conduct macro & micro market research to refine investment models and strategies. Analyze emerging fintech trends, robo-advisory models, and AI-driven portfolio management. Publish investment insights, whitepapers, and reports for client education. Qualifications & Skills Mandatory: SEBI-registered Investment Advisor Representative for a non-individual RIA firm. CFP or NISM Series X-A & X-B Certification (Investment Adviser). 35 years of investment advisory experience in a fintech, wealth tech, or investment firm. Strong knowledge of mutual funds, ETFs, stocks, fixed income, and taxation. Preferred (Tech & Product Exposure): Prior experience in a fintech, wealth-tech, or product-driven investment platform. Exposure to robo-advisory, AI-driven financial planning, or automated investment solutions. Understanding of investment APIs, financial modeling, and product management principles. Ability to collaborate with product managers, data scientists, and engineers to enhance digital advisory offerings. What We Offer Opportunity to shape a tech-first investment advisory platform and drive innovation in digital wealth management. Exposure to cutting-edge fintech technologies, AI-based investment models, and data-driven financial planning tools. Work in a high-growth startup environment with direct influence on product & strategy. Competitive salary with performance incentives and potential ESOPs. Continuous learning through market research, fintech conferences, and certification support.,