Company Description
Kotak Alternate Asset Managers Limited, part of the Kotak Mahindra Group, focuses on alternate assets management and investment advisory businesses. Along with investment Advisory, in 2019 with change in SEBI regulations, family office was adopted as services incidental and ancillary to investment Advisory to assist large HNI and UHNI families as part of the Kotak Private Banking practice. Kotak Private (earlier known as Kotak Wealth Management) is one of the largest wealth managers in India managing close to 58% of India’s Forbes List.
Role Description
This is a full-time in office role for a Family Office professional at Kotak Alternate Asset Managers Limited, located in Bangalore. The Family Office professional will be responsible for handling tax and regulatory matters, inbound and outbound structuring, deal and pre-IPO related matters, mergers & acquisitions tax and international taxation. The candidate will work closely with the team to support the day-to-day activities and ensure efficiency and productivity within the office.
Detailed Job Description is as follows:
• Conducting client meetings PAN India for the purpose of client servicing and providing wealth assistance to clients on various matters
• Assisting in conducting research in various tax & regulatory aspects in relation to the client
• Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc.
• Assisting in preparation of presentations post understanding the facts of the case of each of the clients, scope of work required to be undertaken
• Assisting in coordinating & facilitating with the various internal teams such as tax, legal & compliance to seek appropriate views for the client
• Assisting in tracking each of the activities pertaining to each of the clients in an efficient manner and seeking solutions to the same in timely manner
• Assisting in the onboarding internal processes for e