---
title: 'Portfolio Specialist - Wealth at Groww'
canonical: 'https://feeny.ai/job/portfolio-specialist-wealth-groww-mumbai-93c8xbq0q58t'
type: 'job'
last_seen: '2026-09-07'
---

# Portfolio Specialist - Wealth at Groww

- **Company:** Groww
- **Location:** Mumbai, India
- **Posted:** 2026-03-17
- **Last confirmed live:** 2026-09-07
- **Apply:** https://job-boards.eu.greenhouse.io/groww/jobs/4714065101

## Job description

About Groww:

We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo.

Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat.

Our Vision

Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians.

## Our Values

Our culture enables us to be what we are — India’s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves.

The values that form our foundation are:

- Radical customer centricity
- Ownership-driven culture
- Keeping everything simple
- Long-term thinking
- Complete transparency

Summary:

This role is designed for seasoned portfolio advisors with deep expertise in multi-asset solutions and HNI-specific needs. You will be responsible for providing sophisticated portfolio construction and advisory, including complex structures like succession, tax optimisation, and multi-entity strategies.

Key Responsibilities:

- 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.

## About Groww

## Company Overview
- **One-liner**: Groww is India’s largest stock broker and investing platform, offering equity trading, F&O, direct mutual funds, and zero-commission services to help individuals invest easily and transparently.
- **Entity Type**: Public – listed on the National Stock Exchange of India (NSE: GROWW)
- **Headquarters**: Bengaluru, Karnataka, India
- **Founded**: 2016
- **Founders**: Not publicly available in provided sources

## Core Business
- **Primary industry**: Financial Services – stockbroking, mutual fund distribution, wealth management.
- **Target customers**: B2C – retail investors in India ranging from first-time investors to active traders.
- **Mission/purpose**: “Every individual deserves the knowledge, tools, and confidence to make informed financial decisions.” [linkedin.com](https://in.linkedin.com/company/groww.in) – long-term vision to become the trusted financial partner for millions of Indians.

## Products & Services
- **Mutual Funds (Direct)**: Invest in direct mutual funds at zero commission via lump sum or SIP; the largest distributor of mutual fund SIPs in India. [groww.in](https://groww.in/)
- **Stock Trading (Equity)**: Buy and sell NSE/BSE-listed stocks with a paperless Demat account, advanced charts, and real-time monitoring. [groww.in](https://groww.in/)
- **Futures & Options (F&O)**: Professional-grade F&O trading with option chain analysis, payoff baskets, and a ‘Scalper’ mode for one-tap trades. [groww.in](https://groww.in/)
- **US Stocks**: Invest in US equities directly from India. [groww.in](https://groww.in/)
- **IPOs**: Apply for initial public offerings through the platform. [groww.in](https://groww.in/)
- **Commodities & Bonds**: Trade commodities like gold, silver, crude oil, and invest in bonds with fixed returns. [groww.in](https://groww.in/)
- **Margin Trading Facility (MTF)**: Get up to 4x leverage on holdings. [groww.in](https://groww.in/)
- **API Trading**: Set up algorithmic trading via APIs. [groww.in](https://groww.in/)
- **Pledge**: Unlock instant margin from existing holdings. [groww.in](https://groww.in/)
- **Groww Terminal**: Advanced analysis tool with customizable layouts and charts. [groww.in](https://groww.in/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed in provided sources.
- **Key Metrics**:
  - Annual Revenue: USD 474.1 million (latest fiscal). [linkedin.com](https://in.linkedin.com/company/groww.in)
  - Total Funding: USD 1.34 billion (including a post-IPO equity round of USD 748 million in November 2025). [linkedin.com](https://in.linkedin.com/company/groww.in)
  - Active Customers: 1.4 crore (14 million) as of June 2025, making it India’s largest stock broker by active users on NSE. [groww.in](https://groww.in/)
  - Active Investors: Over 10 million. [linkedin.com](https://in.linkedin.com/company/groww.in)
- **Notable Investors/Partners**: Peak XV Partners (led Series A), GIC, ICONIQ Growth; also acquired Fisdom (USD 150M) and abulls AMC (USD 23.8M). [linkedin.com](https://in.linkedin.com/company/groww.in)
- **Growth Signals**:
  - Headcount: 1,496 employees (+20.7% YoY). [linkedin.com](https://in.linkedin.com/company/groww.in)
  - Active job postings increased +550% year-over-year. [linkedin.com](https://in.linkedin.com/company/groww.in)
  - Expanded to 8 countries (including US, Canada, Australia, Nigeria). [linkedin.com](https://in.linkedin.com/company/groww.in)

## Competitive Advantages
- **Scale & Trust**: Largest stock broker in India by active users, with a base of 50M+ registered users. [groww.in](https://groww.in/)
- **Zero-commission model**: No account opening charges, zero commission on direct mutual funds, and transparent fee disclosure. [groww.in](https://groww.in/)
- **Multi-product platform**: Covers stocks, mutual funds, F&O, US stocks, commodities, bonds, and IPOs under one app. [groww.in](https://groww.in/)
- **Tech-forward experience**: Paperless onboarding, one-tap trading, API access, and advanced charting tools. [groww.in](https://groww.in/)

## Strategic Focus
- Deepen the multi-product offering to become a one-stop financial partner for Indian consumers.
- Expand wealth management (private wealth division, acquisition of Fisdom).
- Leverage AI and data to improve customer experience and personalization (e.g., AI & MarTech growth roles). [greenhouse.io](https://job-boards.greenhouse.io/groww)
- Continue building trust through transparency and customer-centric product design.

## Why Work Here
- **Culture**: “Customer obsession is in our DNA.” Emphasis on ownership, transparency, simplicity, and long-term thinking. [linkedin.com](https://in.linkedin.com/company/groww.in)
- **Work Environment**: Fast-paced with freedom to experiment, fail, and learn; all ideas count and your profile isn’t a straitjacket. [groww.in](https://groww.in/careers)
- **Remote/Hybrid**: Most roles are Bengaluru-based (Vaishnavi Tech Park); some locations like Mumbai and GIFT City. [greenhouse.io](https://job-boards.greenhouse.io/groww)
- **Notable Perks**: Working on a platform used by 50M+ users, impact at scale, and a collaborative team culture where “work is play.”
- **Engineering Culture**: Tech-driven company with roles in API trading, AI, cybersecurity, and product engineering. [linkedin.com](https://in.linkedin.com/company/groww.in)

## Sources
1. [groww.in – About Us](https://groww.in/about-us)
2. [groww.in – Careers](https://groww.in/careers)
3. [greenhouse.io – Groww Job Board](https://job-boards.greenhouse.io/groww)
4. [groww.in – Homepage](https://groww.in/)
5. [linkedin.com – Groww Company Profile](https://in.linkedin.com/company/groww.in)

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