Investment Advisor (SEBI-RIA)
Briefly describe how you'd build a first portfolio for a 35-year-old with moderate risk appetite.
About Tapetide
Tapetide is an AI-first stock research platform for Indian markets (NSE/BSE). Our flagship is Tape AI — a natural-language assistant that answers questions about any stock with live charts, fundamentals, FII/DII flows, shareholding, corporate actions, and news. The same data layer also powers a fast web app and a programmatic API for developers and quants.
What you'll do
- Build and review client portfolios aligned to risk profile and goals
- Turn research into suitable, documented recommendations
- Monitor client holdings — concentration, sector exposure, valuation drift
- Track market context (FII/DII flows, index valuations) for allocation calls
- Maintain SEBI-RIA compliant records, disclosures, and suitability documentation
Requirements
- SEBI Registered Investment Adviser certification (NISM Series X-A & X-B) — mandatory or in progress
- 3–7 years in investment advisory, wealth management, or portfolio advisory
- Strong grasp of asset allocation, diversification, and risk profiling
- Working knowledge of equity valuation and financial statements
- Impeccable record-keeping and a compliance-first mindset
Nice to have
- Existing SEBI-RIA registration
- CFP / CFA / CA
- Experience advising HNI or retail client books
What you'll work with
Compliance: All advice is delivered under SEBI Investment Adviser regulations — suitable, documented, and conflict-free. This role does not involve guaranteeing returns or distributing tips.