AKCJ Ventures LLP

CFA level 2-3/ Certified Financial Planner Wealth & Investment Advisory • Develop customized financial plans aligned with clients’ life goals, liquidity needs, and risk profiles • Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity • Support in asset allocation, portfolio rebalancing, and wealth performance reporting Financial Planning & Cash Flow Management • Create and manage comprehensive plans covering: o Retirement planning/ Education funding/ Lifestyle budgeting/ Liquidity events (business exits, inheritance) Estate & Succession Planning • Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks • Advise clients on inter-generational transfer strategies, and asset titling Family Governance & Advisory • Support clients in building family charters, investment committees, and governance protocols • Facilitate family meetings, strategy workshops, and philanthropic planning Client Management & Reporting • Track and report portfolio performance, financial goal alignment, and compliance requirements • Interface with investment managers, tax advisors, and legal professionals as needed Qualifications • Certified Financial Planner (CFP) credential is mandatory • 5–10 years of experience in wealth management, private banking, or family office advisory • Exposure to working with UHNI clients, founders, or multi-family offices is highly preferred Location: Connaught Place, Delhi Commitment: Full-time Work Days and Time: Monday to Friday from 9:30am-6pm Apply Now : Send your resume to anjeet.khandelwal@akcjventures.com with Subject title clearly marked CFP

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