Careers

About us

MoneyWorks4me.com is India's 1st Technology-assisted Multi-asset Fiduciary Research and investment Advisory. We started in 2008 with the mission to make 'wealth-creation through investing' safe and simple for Retail Investors.
Over the years it has grown into a comprehensive platform that enables investors to make informed decisions on investing in stocks and mutual funds using data, information, analysis, insights, knowledge and tools all innovatively crafted to make it easy to understand and use.
MoneyWorks4Me offers solutions that investors find valuable throughout their life stages and Investable surplus that can range from less than a lac to a few crores.
MoneyWorks4me is fully owned by two IIT/IIM professionals. They have worked with HUL/Castrol before starting their own business consulting company in 2000. Their consulting clients include Castrol, M&M, Toyota, Maruti, Bajaj Auto, Tata Motors.

See Open Positions

Grow with us. Grow us

MoneyWorks4Me mission is to partner 1+ million Indians to reach their financial goals and enjoy the journey.
Solutions that truly solve customers’ problems have been used and appreciated by our customers, some over a decade. They are now big business opportunities for MoneyWorks4Me.
We are now looking for team members who can grow these business opportunities multi-fold.

You will thrive here and succeed if you have

Passion for your area of work, for excellence, to help people, to make a big impact, to make the world a better place.
Curiosity to find answers, to learn new things, find better ways of doing things, do-learn-do.
Will-do-it attitude: Willingness to do what it takes to get results, no excuses, work closely with others, be creative, solve problems.

Why should you join us?

You are impatient to put your knowledge, skill and experience to build a big, worthwhile business that serves customers needs first and foremost.

You have the entrepreneurial drive that needs to be channelized and nurtured.

MoneyWorks4me and its parent company The Alchemists Ark, TAA is founded and run by IITK and IIM A’bad alumni. TAA trains and consults market leading companies including Mahindra, Bosch, Toyota India and others…so you are in good company.

Open Positions

Equity Analyst

We are looking for people who are passionate about Equity Research and tracking company, industry, sector and economy.

Key Responsibilities :

Make recommendations based on earnings, valuation and industry models
Write reports/analyst notes with a company or sector specific focus
Writing articles, create content, conduct webinars on investment related topics
Respond to queries from internal and external clients

What are we looking for in a Candidate?

Academics : Master’s Degree in Finance, Economics, Statistics or Accounting required

Candidates with minimum CFA level 2 must

Knowledge & skills :

Superior analytical, reasoning and logical skills
Thorough knowledge of valuation methods and financial modelling
Understand business models, key drivers of company performance and industry specific competitive advantages
Excellent written and verbal communication skills. Avid Reader preferred

Experience : Experience of 2+ years. Smart Freshers can apply

Interested candidates can post their CV on careers@moneyworks4me.com or call +91 9860359463

Mutual Fund Analyst

We are looking for a passionate believer of investing in Mutual Funds to reach financial goals.

Key Responsibilities :

Take charge and improve our Mutual Fund analysis and recommendation pages
Provide insights and recommendations and help Investment advisers/counsellors guide clients better
Write and create engaging content
Conduct webinars including interviewing Fund Managers

What are we looking for in a Candidate?

Academics : Master’s Degree in Finance, Economics or Commerce

Candidates with CFP or min Level 2 CFA preferred

Knowledge & skills :

Superior analytical, reasoning and logical skills
Thorough knowledge of Mutual Funds and Investing
Understand Financial Planning, Stock Investing fundamentals, Portfolio Building and Management
Excellent written and verbal communication skills

Experience : Experience of 2+ years preferably in Mutual Fund Research or Advisory

Interested candidates can post their CV on careers@moneyworks4me.com or call +91 9860359463

Investment Advisers

We are looking for people who are passionate about helping people invest their money wisely and reach their financial goals. This role holders will be key members of our Advisory business- Omega, Superstars and SmartMF solutions.

Key Responsibilities :

Advise larger AUA clients on financial goals and plans, asset allocation and building their portfolio as per the Moneyworks4me Process and Research. Review key Client Portfolios
Acquire larger portfolio clients for Omega – our Portfolio Advisory solution. Upgrade clients – increase AUA or move them to Omega
Guide Investment Counsellors to do the above for other clients
Conduct online meeting/webinars, video and content to drive the Advisory business

What are we looking for in a Candidate?

Academics : Master’s Degree in Finance, Economics or Commerce

Candidates with XA & XB or CFP with min Level 2 CFA

Knowledge & skills :

Superior ability to relate, persuade and guide clients - make advice stick
High analytical, reasoning and logical skills
Thorough knowledge of Stocks, Mutual Funds and Investing
Skilled at Financial Planning, Stock Investing fundamentals, Portfolio Building and Management
Excellent written and verbal communication skills

Experience : Experience of 2+ years preferably in Stock/Mutual Fund Research or Advisory

Interested candidates can post their CV on careers@moneyworks4me.com or call +91 9860359463

Investment Counsellors

We are looking for highly motivated and investing-passionate candidates who can convert leads from the site to clients for our Research and Advisory solutions. We are looking for candidates with the strong urge to connect, educate and persuade people on financial planning and investing in equity using Superstars, Smart MF and Omega solutions.

Key Responsibilities :

Convince site users (registered users) on the merits of our Research, Process and Platform to make informed investing decisions
Help customers with their Financial Planning and investments using the tools available on site
Guide large AUA prospects to talk to our Investment Adviser on Omega
Use content, social media to grow the business

What are we looking for in a Candidate?

Academics : Master’s Degree in Finance, Economics, Marketing or Commerce

Candidates with XA & XB or CFP preferred. All selected candidate need to complete this certification in reasonable time
Candidates with Bachelors degree can apply provided they intend to complete their Master’s degree

Knowledge & skills :

Superior ability to relate, persuade and guide clients
Thorough knowledge of Stocks, Mutual Funds and Investing
Understanding of Financial Planning, Stock Investing fundamentals, Portfolio Building and Management
Excellent written and verbal communication skills

Experience : Experience of 1+ years preferably in Stock/Mutual Fund Research or Advisory or Financial Planning. Smart Freshers can also apply

Interested candidates can post their CV on careers@moneyworks4me.com or call +91 9860359463

Content Marketing Team Members

If you love creating high quality and engaging content, have the drive to influence people invest safely and successfully using every and all channels then we want you in this team. You will need to work closely with the entire team to make this happen.

Key Responsibilities :

Drive growth in traffic, engagement and subscription through

Creating Engaging Content: You will work closely with the team of Analyst and Advisers to rewrite, simplify, repurpose content to make it more engaging for readers, SEO & social media-ready and brand-aligned. Create long shelf-life and highly valuable content in addition to trending topics
Social Media Marketing: Through consistent posting establish the brand and get signups for MoneyWorks4me
Increasing engagement and driving subscription through email, notifications, messages and nudges
Monitor and analyze the performance of key performance indicators (KPIs) to offer suggestions for improvement

What are we looking for in a Candidate?

Academics : Master’s Degree in Marketing, Finance, Economics or Commerce. Certificate or Diploma in Digital Marketing

Candidates must have basic knowledge of investing in stocks and mutual funds

Knowledge & skills :

Superior writing skills – simple conversational style in English
Create engaging content using Canva or similar software
Using Social Media Channel-Instagram, Facebook, YouTube to build brand and traffic

Experience : Experience of 2+ years as a Content Writer/Marketer

Interested candidates can post their CV on careers@moneyworks4me.com or call +91 9860359463