Key responsibilities:

1. Administrative Support

• Manage and prioritize the Managing Partner's calendar, scheduling meetings, appointments, and travel arrangements.
• Handle incoming correspondence, emails, and phone calls, ensuring timely responses and follow-ups.
• Prepare and edit documents, presentations, and reports.

2. Communication

• - Act as the first point of contact between the Managing Partner and internal/external stakeholders.
• - Coordinate communication between the Managing Partner and team members, portfolio companies, investors, and other key contacts.
• - Draft, review, and send out communications on behalf of the Managing Partner.

3. Meeting Coordination

• - Organize and coordinate meetings, including preparing agendas, taking minutes, and ensuring follow-up on action items.
• - Arrange logistics for board meetings, investment committee meetings, and other important gatherings.
• - Assist in the preparation of materials and presentations for meetings.

4.Project Management

• - Assist in the management of special projects and initiatives led by the Managing Partner.
• - Track progress on key projects and ensure deadlines are met.
• - Collaborate with different teams to gather information and updates on ongoing projects.

5. Travel Management

• - Plan and organize travel itineraries, including flights, accommodations, transportation, and meeting schedules.
• - Ensure all travel arrangements are efficient and cost-effective.
• - Prepare travel expense reports and manage reimbursement processes.

6. Investor Relations

• - Support the Managing Partner in managing relationships with current and potential investors.
• - Assist in the preparation of investor reports, updates, and communication materials.
• - Coordinate investor meetings, events, and presentations.

7. Confidentiality and Discretion

• - Handle sensitive and confidential information with utmost discretion and professionalism.
• - Ensure all documents and communications are managed securely.

8. Operational Support

• - Assist with the management of office operations and ensure a well-organized work environment.
• - Liaise with vendors, service providers, and other external parties as needed.
• - Support HR functions such as onboarding new team members and coordinating team events.

9. Research and Analysis

• - Conduct research on industry trends, potential investment opportunities, and competitive analysis.
• - Provide the Managing Partner with relevant information and insights to support decision-making.

10. Personal Assistance

• - Provide personal assistance to the Managing Partner as needed, including managing personal appointments and errands.

Kindly send relevant resumes to anjeet.khandelwal@akcjventures.com
Location – Connaught Place, Delhi
Prior Experience – 4-5 years (must) Please do not apply if you are a fresher.

Apply Now

This person will be responsible for Deal sourcing and analysis.

• Deal Sourcing: Identify and evaluate potential investment opportunities through market research, networking, and attending industry events.
• Market Research: Conduct comprehensive market analysis to identify trends, emerging sectors, and potential investment opportunities.
• Initial Screening: Assess the viability of startups by analyzing business models, financials, and market potential.
• Relationship Building: Develop and maintain relationships with startup founders, industry experts, and other stakeholders.
• Due Diligence: Support the due diligence process by gathering and analyzing relevant data, conducting interviews, and preparing reports.
• Pitch Preparation: Assist in preparing investment memos and presentations for internal review and Investment Committee meetings.
• Portfolio Support: Provide ongoing support to portfolio companies, including market research, strategic planning, and connecting them with relevant resources.
• Database Management: Maintain and update the CRM/database with potential investment opportunities and industry contacts.

Prior Compulsory experience 2 years within the same industry i.e. with IBs or VCs. Strict adherence, freshers need not apply.

Kindly send relevant resumes to info@akcjventures.com
Location - Connaught Place, Delhi

Apply Now

About Us:

AKCJ Capital Partners is a boutique investment management firm situated in Connaught Place,Delhi. With a strong focus on transparency, integrity, and client-centric service, AKCJ Capital Partners stands as a trusted partner in wealth creation, delivering tailored investment solutions that drive sustainable growth and secure financial futures.

Job description

Assisting HNI clients with PMS Account Opening & Documentation (KYC) Liasoning with Custodian, Banker & Broker for daily reconciliations. Operating Fund Accounting & Custody Portal. Assisting team with daily trading activities. Other critical back-office tasks. SEBI compliance

It is an interesting client-facing role that also involves operations & compliance giving holistic exposure to candidates on capital markets, including a wonderful opportunity to closely observe how the core equity research team functions i.e. analyze investments and manage the fund.

Required Candidate profile

Compulsory 2-4 Years experience in a related profile within the BFSI sector
Confident & self-driven
Excellent oral & writing skills (English)
MS Excel
Interest & passion for investing/equity markets.

Perks and Benefits

A competitive salary
Working Days: Mon to Fri (9:30 AM to 6 PM)

Qualifications: Graduate

Interested candidates can drop their resume at hello@akcjcapital.com .

Apply Now

Job Overview:

We are looking for a dedicated and proactive intern to support the Managing Director (CA) in various research, economic, financial, marketing and operational tasks. This role offers a unique opportunity to gain hands-on experience by working closely with top management on strategic initiatives and day-to-day operations.

Key Responsibilities:

• Research & Market Analysis: Conduct market research to identify industry trends, competitive dynamics, and opportunities for growth. Assist in creating financial models and business cases.
• Strategic Planning: Participate in strategic planning sessions, contributing insights and data to support the development of long-term business strategies.
• Client & Stakeholder Engagement: Assist in preparing presentations and reports for clients, stakeholders, and board meetings. Support in managing client relationships and communications.
• Special Projects: Work on special projects assigned by the Managing Director, such as mergers and acquisitions, risk management, and performance improvement initiatives.

Qualifications:

• Recent graduate in Finance, Economics and Business Administration, or a related field.
• Blend of Finance and Marketing
• Excellent written and verbal communication skills.
• High level of attention to detail and organizational skills.
• Ability to work independently and manage multiple tasks efficiently.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.

How to Apply:

Interested candidates should submit their resume and portfolio to anjeet.khandelwal@akcjventures.com with Subject title “Intern to Managing Partner”. It is important to provide subject title else your mail may get lost in other mails.

Apply Now

Job Overview:

As a Wealth Advisor, Financial Planner, and Distribution Specialist, you will play a pivotal role in managing client relationships, providing personalized financial planning, and driving the distribution of investment products such as PMS, AIF mutual funds and other alternative financial products. This role requires deep expertise in financial planning, investment advisory, and product distribution to help clients achieve their financial objectives.

Key Responsibilities:

• Client Relationship Management: Establish and nurture strong relationships with clients, understanding their financial goals, risk tolerance, and specific investment needs, including preferences for PMS, AIF mutual funds and other alternative financial products.
• Financial Planning: Develop and implement customized financial plans that include retirement planning, investment strategies, tax planning, estate planning, and risk management.
• Wealth Management: Provide holistic wealth management services, including asset allocation, portfolio management, cash flow analysis, and debt management.
• Investment Advisory: Offer tailored investment advice with a focus on asset allocation, portfolio diversification, and risk management, recommending suitable PMS, AIF mutual funds and other alternative financial products.
• Distribution of PMS and Mutual Funds: Drive the distribution of PMS, AIF mutual funds and other alternative financial products, helping clients select the right products that align with their financial goals and risk profiles.
• Retirement Planning: Design and execute retirement strategies that ensure clients are on track to meet their retirement objectives, including managing income distribution during retirement.
• Tax Planning: Collaborate with tax professionals to create tax-efficient strategies, optimizing after-tax returns and considering the tax implications of PMS, AIF mutual funds and other alternative financial products investments.
• Estate Planning: Assist clients in structuring and executing estate plans that protect their assets, ensure a smooth transfer of wealth, and align with their legacy goals.
• Client Education: Educate clients on financial markets, investment strategies, and the benefits of PMS and mutual funds, empowering them to make informed decisions about their wealth.
• Compliance and Documentation: Ensure all financial plans, investment strategies, and product distribution processes comply with regulatory standards and are accurately documented.
• Business Development: Identify opportunities to expand client relationships, acquire new clients, and grow the firm’s distribution PMS, AIF mutual funds and other alternative financial products through referrals, networking, and targeted marketing efforts.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field; CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar certification is highly preferred.
• 5+ years of experience in financial planning, wealth management, investment advisory, and product distribution, specifically in PMS, AIF mutual funds and other alternative financial products.
• Strong understanding of financial planning principles, investment management, tax planning, estate planning, and the distribution of PMS and mutual funds.
• Excellent interpersonal and communication skills, with the ability to clearly explain complex financial concepts and investment products.
• Proven ability to build and manage client relationships, with a focus on delivering high-quality, personalized service.
• High level of integrity, professionalism, and commitment to client confidentiality.
• Proficiency in financial planning software, CRM systems, and Microsoft Office Suite.
• Ability to work independently and collaboratively within a team environment.

Location : Delhi

How to Apply:

A competitive salary
Working Days: Mon to Fri (9:30 AM to 6 PM)

Qualifications: Graduate

Interested candidates should submit their resume and portfolio to hello@akcjcapital.com With Subject title “Wealth Advisor and Financial Planner”.

It is important to provide subject title else your mail may get lost in other mails.

Apply Now