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Purnartha Investment Advisors Interview Questions and Answers

Updated 5 Jul 2024

Purnartha Investment Advisors Interview Experiences

Popular Designations

7 interviews found

Pre sale Excecutive Interview Questions & Answers

user image Anonymous

posted on 4 Sep 2022

I applied via Naukri.com and was interviewed before Sep 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Why do you have Special intrested in pre sale?
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Best ever platform to learn the stock market concept and philosophy

Equity Research Analyst Interview Questions & Answers

user image Anonymous

posted on 16 May 2024

Interview experience
4
Good
Difficulty level
Hard
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed in Apr 2024. There was 1 interview round.

Round 1 - Case Study 

Validation of financial ratios for the given annual reports of the listed companies

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare ratios like Ebit,ebitda and all

Equity Research Analyst Interview Questions asked at other Companies

Q1. 1) how many financial statements 2) defference b/w share and debentures 3)why we prepare cash flow statement 4)what is non performing asset 5) derivatives 6)private equity funds 7)nav calculation and mutual funds 8)how many types of dividen... read more
View answer (1)

assitant wealth manager Interview Questions & Answers

user image Anonymous

posted on 5 Jul 2024

Interview experience
1
Bad
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Are you okay with relocation?
  • Ans. 

    Yes, I am open to relocation for the right opportunity.

    • I am open to relocating for career growth and new experiences.

    • I have relocated in the past for job opportunities and have found it to be a positive experience.

    • I am willing to consider relocation options based on the specific details of the opportunity.

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Dont join here guys this is a very new prop firm not even a big 4 and these people will extort and abuse you and make you forcefully leave the organisation

Internship Trainee Interview Questions & Answers

user image Saurav Dindore

posted on 1 Nov 2023

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(1 Question)

  • Q1. Tell me about yourself Family background About Portfolio Management Services
    • Add your answer
Round 3 - Technical 

(1 Question)

  • Q1. What is equity What is Mutual fund
  • Ans. 

    Equity represents ownership in a company, while mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.

    • Equity refers to stocks or shares of ownership in a company

    • Investing in equity gives investors ownership in the company and the potential for capital appreciation

    • Mutual funds are investment funds that pool money from multiple investors to invest ...

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Gain capital market knowledge.
Prepare for NISM exams

Internship Trainee Interview Questions asked at other Companies

Q1. Tell about your UG project? How will you design a table for 1 tonne load and what are all the consideration needed for it? Tell the Equations you know in strength of Materials? What are manufacturing processes involved to fabricate ball bea... read more
View answer (1)

Purnartha Investment Advisors interview questions for popular designations

 Equity Research Analyst

 (1)

 Financial Analyst

 (1)

 Internship Trainee

 (1)

 PRE Sales Executive

 (1)

 Senior Wealth Manager

 (1)

Senior Wealth Manager Interview Questions & Answers

user image Anonymous

posted on 11 Apr 2022

I applied via Referral and was interviewed in Oct 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. What is PMS/ AIF How many clients do u have
  • Ans. 

    PMS stands for Portfolio Management Services and AIF stands for Alternative Investment Fund.

    • PMS is a professional service offered by financial institutions to manage the investment portfolios of high net worth individuals.

    • AIF is a privately pooled investment vehicle that collects funds from investors and invests them in accordance with a defined investment policy.

    • PMS provides personalized investment strategies and port...

    • Answered by AI
    Add your answer

Interview Preparation Tips

Topics to prepare for Purnartha Investment Advisors Senior Wealth Manager interview:
  • Market/PMS
Interview preparation tips for other job seekers - If You have clients then you are selected

Financial Analyst Interview Questions & Answers

user image Anonymous

posted on 12 Feb 2022

I applied via Campus Placement and was interviewed in Sep 2021. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - Aptitude Test 

Not selected

Round 3 - HR 

(3 Questions)

  • Q1. What is your family background?
    • Add your answer
  • Q2. What are your strengths and weaknesses?
    • Add your answer
  • Q3. Tell me about yourself.
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Create your position
Be volnerable

Financial Analyst Interview Questions asked at other Companies

Q1. Suppose you have 10000 US dollars with you, out of which you took a loan of 5000 US Dollars. Now suppose you have purchased two assets of 5000 US Dollars each, one through cash and other through bank loan. How would you show this transactio... read more
View answer (3)

Jobs at Purnartha Investment Advisors

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PRE Sales Executive Interview Questions & Answers

user image Anonymous

posted on 4 Aug 2021

I applied via Referral and was interviewed in Feb 2021. There were 4 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Previous experience
    • Add your answer
  • Q2. Product information
    • Add your answer
  • Q3. Personal details
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident
Get information of the profile
Get information of the company
Be formal
Do not fear
Be patient

PRE Sales Executive Interview Questions asked at other Companies

Q1. How can you suggest a particular technology to an individual?
View answer (1)

Top trending discussions

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Interview Tips & Stories
2w
heartwarmingracoon
Verified Icon
·
works at
Esways Conglomerate
Post interview process
I am working as a front-end developer for 4.5years in a same company. So I think this is the right time to switch my job. I attended F2F interview yesterday(21-01-25) at TCD, I completed two rounds of interview and wait for a while, they say you may leave now you got a call from us soon. Is they call me either I cleared the interview or not cleared it, or they call only I cleared the interview? Can I wait for the call or focus on other interview?
Got a question about Purnartha Investment Advisors?
Ask anonymously on communities.

Interview questions from similar companies

Senior System Administrator Interview Questions & Answers

Finicity user image Anonymous

posted on 28 Jan 2025

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected
Round 1 - Behavioral 

(3 Questions)

  • Q1. Can you tell me about yourself?
    • Add your answer
  • Q2. What is your experience and expertise with Citrix?
    • Add your answer
  • Q3. What Citrix implementations have you handled?
    • Add your answer
Round 2 - Technical 

(3 Questions)

  • Q1. What are the components of Citrix and their uses?
    • Add your answer
  • Q2. What incident did you handle that is classified as P1?
    • Add your answer
  • Q3. What is the process for configuring and managing Citrix Netscaler?
    • Add your answer
Round 3 - HR 

(2 Questions)

  • Q1. What are your salary expectations?
    • Add your answer
  • Q2. What is your notice period at your current job?
    • Add your answer

Senior Relationship Manager Interview Questions & Answers

ICICI Direct user image Anonymous

posted on 1 Feb 2025

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - One-on-one 

(2 Questions)

  • Q1. Why do you want to join our organization?
    • Add your answer
  • Q2. What makes you a suitable candidate for this position?
    • Add your answer
Round 2 - HR 

(2 Questions)

  • Q1. What are your salary expectations?
    • Add your answer
  • Q2. What factors contribute to the determination of your offered CTC (Cost to Company)?
    • Add your answer
Round 3 - BM 

(2 Questions)

  • Q1. How do you manage stress?
    • Add your answer
  • Q2. How do you demonstrate your capabilities?
    • Add your answer

Junior Process Associate Interview Questions & Answers

IQ BackOffice user image Anonymous

posted on 16 Nov 2024

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

GENERAL APTITUDE TEST

Round 2 - Technical 

(2 Questions)

  • Q1. General Excel knowledge
    • Add your answer
  • Q2. Entertainment Resource Planning knowledge about the basic
    • Add your answer
Round 3 - Behavioral 

(2 Questions)

  • Q1. Fresher have different way of question
    • Add your answer
  • Q2. Experience's have a previous process knowledge and about the general concept of the process
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Try to try the job. Never forget
More about working at Purnartha Investment Advisors

Purnartha Investment Advisors Interview FAQs

How many rounds are there in Purnartha Investment Advisors interview?
Purnartha Investment Advisors interview process usually has 1-2 rounds. The most common rounds in the Purnartha Investment Advisors interview process are One-on-one Round, Resume Shortlist and Aptitude Test.
How to prepare for Purnartha Investment Advisors interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Purnartha Investment Advisors. The most common topics and skills that interviewers at Purnartha Investment Advisors expect are Wealth Management, PMS, Equity, Investment Products and Portfolio Management.
What are the top questions asked in Purnartha Investment Advisors interview?

Some of the top questions asked at the Purnartha Investment Advisors interview -

  1. Why do you have Special intrested in pre sa...read more
  2. What is equity What is Mutual f...read more
  3. Product informat...read more

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Purnartha Investment Advisors Interviews By Designations

Interview Questions for Popular Designations

Purnartha Investment Advisors Interview Process

based on 2 interviews

Interview experience

4.5
  
Good
View more
Join Purnartha Investment Advisors A Great Vision Comes To Life Through Great People.

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Purnartha Investment Advisors Reviews and Ratings

based on 112 reviews

3.2/5

Rating in categories

3.2

Skill development

3.5

Work-life balance

3.1

Salary

3.2

Job security

3.4

Company culture

3.0

Promotions

3.1

Work satisfaction

Explore 112 Reviews and Ratings
Jobs at Purnartha Investment Advisors
Wealth Manager

Bangalore / Bengaluru

2-7 Yrs

₹ 6-14 LPA

Wealth Manager

Kolkata,

Ahmedabad

2-5 Yrs

₹ 7-14 LPA

Wealth Manager

Pune

2-5 Yrs

₹ 7-14 LPA

Explore more jobs
Purnartha Investment Advisors Salaries in India
Wealth Manager
207 salaries
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₹4.5 L/yr - ₹10 L/yr

PRE Sales Executive
40 salaries
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₹2.4 L/yr - ₹3.7 L/yr

Senior Wealth Manager
37 salaries
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₹5.2 L/yr - ₹12.2 L/yr

Equity Research Analyst
21 salaries
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₹8 L/yr - ₹15 L/yr

Assistant Manager
21 salaries
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₹5 L/yr - ₹9 L/yr

Explore more salaries
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