Cutshort logo
Fisdom cover picture
Founded :
2015
Type :
Product
Size :
500-1000
Stage :
Raised funding

About

Fisdom is an extremely simple app to make smart investments. We at Fisdom have one goal in mind: Make your money work for you. That’s why we’re blending cutting-edge technology with personalized financial advice. We believe technology can change the investment advisory industry by making it more accessible, understandable, and quick. And we believe our proposition can change the nature of investment advice, making it completely transparent, objective, secure, and personal. We want to make your money work for you, regardless of your net worth or financial knowledge. We want to make investment advisory available to everyone. Sign up with us at www.fisdom.com or Call us on (+919642596425)

Read more

Connect with the team

Profile picture
Subash P

Company social profiles

linkedintwitterfacebook

Jobs at Fisdom

Fisdom
at Fisdom
1 recruiter
Subash P
Posted by Subash P
icon

The recruiter has not been active on this job recently. You may apply but please expect a delayed response.

Bengaluru (Bangalore)
2 - 3 yrs
₹1L - ₹1L / yr
SEBI
PMS
Mutual funds
Legal

About Us:

Fisdom is a leading wealthtech platform, empowering investors to manage their wealth effortlessly. Our comprehensive suite of products and services caters to every financial need, including Mutual Funds, Stock Broking, Private Wealth, Tax Filing, and Pension Funds.

We offer a B2C app and an award-winning B2B2C distribution model. Through strategic partnerships with 15 of India’s largest banks, such as Indian Bank and UCO Bank, we provide wealth management products to a vast customer base. Our seamless integration into the banks' mobile and internet banking platforms makes us the first wealthtech company in India to launch a stock broking product for PSU bank customers.

At Fisdom, we’re breaking down barriers in wealth management, making these services accessible to underserved markets. With a combined user base exceeding 500 million across our partners, we’re uniquely positioned to lead the disruption in the wealthtech space, which is still in its early stages of adoption in India.


Our Journey and Future Vision:

Founded by veteran VC-turned-entrepreneur Subramanya SV (Subu) and former investment banker Anand Dalmia, Fisdom is backed by prominent investors like PayU (Naspers), Quona Capital, and Saama Capital, with $37 million raised to date. Known for our focus on revenue and profitability, we’ve established ourselves as the No.1 B2B2C wealthtech company in India and a highly respected name in the fintech ecosystem. Our goal is to maintain and grow our leadership position through continued innovation in product and technology.


We are looking for a driven and detail-oriented Legal & Compliance professional to join our team. The ideal candidate should have expertise in Mutual Funds, PMS, or Stock Broking, with a deep understanding of SEBI regulations, compliance management, audits, due diligence, and licensing. The role requires a proactive individual with an ownership mindset, capable of working in a fast-paced environment while ensuring adherence to legal and regulatory frameworks.


Key Responsibilities:

  • Ensure regulatory compliance with SEBI, AMFI, PFRDA, IRDAI, and other governing bodies for Mutual Funds, PMS, or Insurance products.
  • Oversee SEBI inspections, audits, and due diligence for regulatory filings and licensing requirements.
  • Draft, review, and manage contracts, service agreements, and vendor agreements to ensure compliance.
  • Work closely with cross-functional teams (Finance, Operations, Tech) to establish and implement compliance frameworks.
  • Stay updated on regulatory changes and provide strategic guidance to leadership for timely adaptation.
  • Ensure adherence to SEBI regulations in all aspects of business operations.
  • Collaborate with internal teams for risk management, internal audits, and governance reporting.
  • Conduct compliance training to build awareness and ensure alignment across departments.

Qualifications & Experience:

  • Educational Qualification: CS / LLB with relevant compliance certifications.
  • Experience: 2-3 years of experience in Mutual Funds, PMS, or Stock Broking.
  • Proven track record in SEBI compliance, regulatory audits, and legal risk management.
  • Strong understanding of Mutual Fund & PMS regulations, stock broking compliance, and financial audits.
  • Experience in audits, inspections, contract negotiation, and regulatory filings.
  • Strong analytical, problem-solving, and communication skills.
  • Ability to work independently and thrive in a fast-changing regulatory environment.

Preferred Skills:

  • Prior experience in Mutual Funds, PMS, or Stock Broking compliance.
  • Expertise in legal drafting, contract negotiation, and regulatory due diligence.
  • Experience in handling fintech-related legal and compliance matters.


Read more
Fisdom
at Fisdom
Agency job
via Talengage by Himani Walia
icon

The recruiter has not been active on this job recently. You may apply but please expect a delayed response.

Delhi, Mumbai, Bengaluru (Bangalore), Kolkata, Pune
3 - 12 yrs
₹15L - ₹15L / yr
Wealth management
Financial services

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

 

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

Read more
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo

Similar companies

Vikash Technologies cover picture
Vikash Technologies's logo

Vikash Technologies

http://www.vikashtechnologies.com
Founded
2010
Type
Services
Size
0-10
Stage

About the company

Recruitment

Jobs

3

GaragePlug cover picture
GaragePlug's logo

GaragePlug

http://www.garageplug.com/
Founded
2017
Type
Product
Size
20-100
Stage
Bootstrapped

About the company

GaragePlug is a transportation cloud-based platform that assists service organizations in increasing their operational efficiency and creating a memorable customer experience that will win a client for life. Specifically, GaragePlug helps these organizations win customers for life by providing them with an unforgettable experience.


It was established in 2017 by seasoned professionals in the automotive business, and it is now being supported and extended by hundreds of industry experts. Its one-of-a-kind digital customer engagement and operations management system was developed with careful consideration given to all of the potential obstacles that a company that provides automotive service may face. Currently relied on by hundreds of enterprises across more than 12 countries, GaragePlug is rapidly growing internationally!

Jobs

10

Cambridge Wealth (Baker Street Fintech) cover picture
Cambridge Wealth (Baker Street Fintech)'s logo

Cambridge Wealth (Baker Street Fintech)

https://www.cambridgewealth.in/
Founded
2020
Type
Products & Services
Size
20-100
Stage
Profitable

About the company

Baker Street Fintech (Product Name: Cambridge Wealth) is a Financial Products Company. We help build world-class Fintech Products for our Clients who want to manage their wealth on our platform. Founded by professionals with Experiences spanning from PwC UK to Banking and Technology firms, we are a financially stable, profitable company growing quickly!

Jobs

3

Wissen Technology cover picture
Wissen Technology's logo

Wissen Technology

https://www.wissen.com
Founded
2000
Type
Products & Services
Size
1000-5000
Stage
Profitable

About the company

The Wissen Group was founded in the year 2000. Wissen Technology, a part of Wissen Group, was established in the year 2015. Wissen Technology is a specialized technology company that delivers high-end consulting for organizations in the Banking & Finance, Telecom, and Healthcare domains.

With offices in US, India, UK, Australia, Mexico, and Canada, we offer an array of services including Application Development, Artificial Intelligence & Machine Learning, Big Data & Analytics, Visualization & Business Intelligence, Robotic Process Automation, Cloud, Mobility, Agile & DevOps, Quality Assurance & Test Automation.


Leveraging our multi-site operations in the USA and India and availability of world-class infrastructure, we offer a combination of on-site, off-site and offshore service models. Our technical competencies, proactive management approach, proven methodologies, committed support and the ability to quickly react to urgent needs make us a valued partner for any kind of Digital Enablement Services, Managed Services, or Business Services.


We believe that the technology and thought leadership that we command in the industry is the direct result of the kind of people we have been able to attract, to form this organization (you are one of them!).


Our workforce consists of 1000+ highly skilled professionals, with leadership and senior management executives who have graduated from Ivy League Universities like MIT, Wharton, IITs, IIMs, and BITS and with rich work experience in some of the biggest companies in the world.


Wissen Technology has been certified as a Great Place to Work®. The technology and thought leadership that the company commands in the industry is the direct result of the kind of people Wissen has been able to attract. Wissen is committed to providing them the best possible opportunities and careers, which extends to providing the best possible experience and value to our clients.

Jobs

229

HeyCoach cover picture
HeyCoach's logo

HeyCoach

http://www.heycoach.in
Founded
2021
Type
Product
Size
100-500
Stage
Bootstrapped

About the company

We transform software engineers into coding avengers in just 4 months with personal guidance, live sessions, and real-world projects led by MAANG company coaches.

Jobs

12

Averlon cover picture
Averlon's logo

Averlon

https://averlon.ai/
Founded
2022
Type
Product
Size
20-100
Stage
Raised funding

About the company

Averlon is an innovative cloud security company that revolutionizes how organizations approach cybersecurity. Their platform performs deep graph analysis of cloud environments, mapping potential attack paths from code to cloud. By focusing on true risks rather than overwhelming users with alerts, Averlon enables security teams to identify and mitigate real-world threats efficiently.

The company's approach combines panoptic visibility, attack chain analysis, and rapid remediation capabilities. Trusted by leading enterprises, Averlon's solution stands out for its ability to cut through noise, prioritize critical vulnerabilities, and significantly reduce response times. This unique approach allows organizations to gain a clear picture of their security landscape quickly, empowering them to focus on the most impactful security measures in an increasingly complex cloud environment.

Jobs

1

OneSpider Technologies LLP cover picture
OneSpider Technologies LLP's logo

OneSpider Technologies LLP

https://www.onespider.in
Founded
2021
Type
Products & Services
Size
0-20
Stage
Bootstrapped

About the company

OneSpider Technologies LLP is a leading provider of software and mobile application solutions for the Pharma and FMCG sector. Our products help distributors and retailers streamline operations.

Jobs

3

ARDEM Incorporated cover picture
ARDEM Incorporated's logo

ARDEM Incorporated

https://ardem.com/
Founded
2014
Type
Services
Size
1000-5000
Stage
Profitable

About the company

Jobs

4

Founded
2007
Type
Services
Size
20-100
Stage
Profitable

About the company

SDS Softwares is a UK-based web development company, which has more than 10+ years of experience in its niche field. The company provides services for web development, web design, mobile app development, eLearning, digital marketing, etc. Our services are not restricted to any particular domain. We have served a large number of verticals, not only with the best quality services but with values as well. Major business domains, which we have targeted yet, include real estate, TTL, health care, logistics, and hospitality.

Jobs

3

Founded
2023
Type
Product
Size
0-20
Stage
Bootstrapped

About the company

Jobs

1

Want to work at Fisdom?
Fisdom's logo
Why apply via Cutshort?
Connect with actual hiring teams and get their fast response. No spam.
Find more jobs