Groww: Portfolio Specialist - Wealth — Bengaluru-VTP, India

About Groww

Groww operates a financial-services platform intended to help individuals take charge of their financial activities. Its employer introduction describes a multi-product approach and a focus on making financial services accessible through technology. The business combines products, design and software with the information and experiences presented to customers. Its stated long-term ambition is to become a trusted financial partner, with customer needs, clear communication and simplicity emphasised in how its products and services are developed.

The position and its setting

Groww lists Portfolio Specialist - Wealth in Bengaluru-VTP, India, under reference 4714065101. The details below separate the work described by the employer from essential conditions, preferred experience and practical preparation advice.

• Department: Private Wealth
• Employer listing date: 17 March 2026

Responsibilities and work described

• Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, Structured/Global Products
• Review: and redesign existing portfolios, addressing allocation,selection, and deployment gaps
• Apply advanced solutions for UHNIs including cash flow planning,preservation strategies, estate planning, and taxation nuances
• Continuously monitor client portfolios and recommend rebalancing actions
• Serve as a thought partner to relationship teams on large/complex clients
• Candidate Requirements:
• 3+ years’ experience in wealth advisory for UHNI or Family Office clients
• In-depth knowledge of structured products, global funds, and advanced tax/regulatory frameworks
• CFA/CA/MBA Finance preferred
• High client engagement and consultative skills

Eligibility details to check

Qualification references: MBA. Experience references: 3+ years. Read the complete employer description for the essential conditions. A related skill or an employer’s general seniority label is not enough, by itself, to establish eligibility.

Location, schedule and contract conditions

• Advertised location: Bengaluru-VTP, India

Pay and application dates

A verified salary figure is not established in this article. An online estimate for another Portfolio Specialist - Wealth vacancy is not an offer for reference 4714065101; use the employer’s own pay disclosure and recruitment communication.

A closing date is not confirmed in this article. Check the current employer page before submitting: an undated posting can change or be withdrawn.

How to apply to Groww

Applications follow the official employer page linked below.

Open the official Groww posting below and match the title and reference 4714065101.

Compare your qualifications and experience with the essential conditions for the Bengaluru-VTP, India position, then read the preferred criteria separately.

Prepare an accurate CV and the supporting items requested in that employer’s application. Provide only information and documents you are authorised to share.

Use the employer’s application option, complete the required fields and review the submission. Retain the acknowledgement when one is provided. Job Alerts World does not receive the application.

Practical preparation: taxation

Tax-related experience should identify the jurisdiction, work type and responsibility you held. Explain preparation, reconciliation or coordination tasks without disclosing taxpayer information.

Relevant skills

• taxation
• reservations
• communication