Join a boutique practice built on the long game.
We’re small, we’re deliberately staying that way, and we hire slowly. If a two-decade-old client relationship sounds like your kind of work, we’d like to hear from you.
Certified Financial Planner (CFP)
Full-time · Nariman Point, Mumbai
About the role
A client-facing role in our practice, working directly with families and business owners across our four service areas. You’ll sit alongside Kuresh on new relationships, take primary responsibility for a set of existing ones over time, and contribute to the educational content we publish.
What we’re looking for
- Certified Financial Planner (CFP) qualification, or actively working towards it
- Deep interest in personal finance, capital markets and Indian financial products
- Someone who can explain complex ideas in plain language, in writing and in conversation
- Comfort with the AMFI/IRDAI regulatory framework and a willingness to work strictly within it
- 3+ years in a similar client-facing financial services role preferred (but the right person with less experience should still reach out)
What the work looks like day-to-day
- Client conversations — discovery, portfolio reviews, insurance reviews
- Operational coordination with Chandrashekhar on onboarding and transaction paperwork
- Contribution to the Insights hub — drafting explainer content in your area of interest
- Attending industry updates, product training, and continuing professional education
How to apply
Email kuresh@summarise.in with the subject line “CFP role — Application”. Please attach your CV and a short note (a few paragraphs is plenty) on why this practice interests you and what you’d want to work on first.
We reply to every application, either way.
Note: “Certified Financial Planner” here names a specific hiring qualification for this role, and does not describe or imply the delivery of regulated investment advisory services by Summarise Corporate. See our credentials page for the firm’s regulatory positioning.