Remote Financial Planning or Financial Advisory Roles.
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Abhishek Iyer
@abhishekiyer369
Finance leader combining wealth management expertise with content strategy and growth-driven editorial leadership.
IndiaWhat I'm looking for
I am a finance and content leader with deep experience in wealth management, financial planning (CFP Level 4), and editorial strategy for BFSI clients. I have advised HNI and UHNI clients, conducted due diligence on mutual funds and PMS products, and contributed to the award-winning Alpha Strategist publication.
As Business Head I managed key accounts, led remote teams, hired and trained creators and editors, and drove revenue through editorial innovation and AI-enabled projects. I seek a role that lets me return to hands-on financial planning while leveraging content, strategy, and product thinking to deliver measurable client outcomes.
Experience
Work history, roles, and key accomplishments
QL
Business Head - Editor
Qrius Creative Labs
Oct 2020 - Aug 2024 (3 years 10 months)
Led accounts, editorial and strategy for major BFSI clients, managing a distributed team and driving consistent revenue growth. Oversaw AI-driven content projects and handled key client relationships across banks, fintechs and wealth firms.
MLAdvisory and Investment Products
Motilal Oswal Private Wealth Management Ltd
Feb 2016 - Jun 2019 (3 years 4 months)
Conducted portfolio reviews and advised HNI/UHNI clients on asset allocation and product reshuffles; supported sales in client meetings. Performed due diligence and back-testing for Mutual Funds and PMS products and contributed monthly to the Alpha Strategist publication.
HTEditorial Intern
Hindustan Times
Wrote sports articles (football, basketball, squash) for the Sports & Editorial department and earned a byline. Conducted reporting and editorial work as part of the Young India Fellowship placement.
Education
Degrees, certifications, and relevant coursework
AUAshoka University
Young India Fellowship, Fellowship
Selected for the Young India Fellowship at Ashoka University, Batch of 2020.
BI
Bombay Stock Exchange Institute
Post Graduate in Global Financial Markets, Financial Markets
Post Graduate in Global Financial Markets from Bombay Stock Exchange Institute completed in 2016.
UMUniversity of Mumbai
Master of Commerce, Commerce
Master of Commerce degree from University of Mumbai completed in 2016.
SC
SIES College of Arts, Science & Commerce
Bachelor of Commerce, Commerce
Activities and societies: Captained college basketball team.
Bachelor of Commerce degree completed at SIES College of Arts, Science & Commerce in 2014.
SM
St. Gregorios High School, Mumbai
ISC (12th), Higher Secondary Education
Completed ISC 12th grade at St. Gregorios High School in 2011.
SM
St. Gregorios High School, Mumbai
ICSE (10th), Secondary Education
Activities and societies: Represented the State of Maharashtra at ISC Basketball Nationals.
Completed ICSE 10th grade at St. Gregorios High School in 2009.
FI
FPSB India
Certified Financial Planner (CFP) Level 4, Financial Planning
Cleared Certified Financial Planner (CFP) Level 4 certification through FPSB.
AA
Aranya Agricultural Alternatives
Permaculture Design Course Certification, Permaculture
Completed Permaculture Design Course Certification from Aranya Agricultural Alternatives.
PIPADI (Professional Association of Diving Instructors)
PADI Advanced Open Water Diver, Scuba Diving
PADI Advanced Open Water Scuba Diver certification.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
IndiaAuthorized to work in
Salary expectations
2000k-3500k INR
Social media
Job categories
Skills
Portfolio ManagementFinancial AdvisoryCertified Financial Planner (CFP)Due DiligenceMutual Funds AnalysisPMS AnalysisAsset AllocationEditorialContent StrategyTeam ManagementAccount ManagementRevenueClient Relationship ManagementResearch AnalysisProject CoordinationHiringCritical ThinkingVerbal Communication
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