The person should operate almost like a Promoter’s Office / Group CEO Office professional.

Most important qualities

1. Extremely high confidentiality and integrity

They may see unpublished financial information, acquisition discussions, board matters, investor information, legal issues, promoter-level strategy and confidential correspondence. Trustworthiness is non-negotiable.

2. Strong business and financial understanding

They should understand basic P&L;, balance sheet, cash flow, valuations, budgets, MIS, acquisitions, due diligence, fundraising and business performance—not necessarily at CA level, but enough to understand what management is discussing.

3. Listed-company awareness

Prefer someone familiar with board meetings, stock-exchange communications, compliance calendars, company secretarial processes, investor relations and handling price-sensitive/confidential information.

4. Acquisition and due-diligence coordination ability

They should be capable of coordinating lawyers, CAs, CS professionals, investment bankers,



consultants and target-company management; maintaining document trackers, NDA status, data-room requirements, due-diligence observations and closing action points.

5. Exceptional follow-up ability

This is probably one of the most key practical skills. If you give 30 instructions across several companies, the EA should independently track:

Task → Owner → Deadline → Current status → Delay reason → Next action.

6. Group-company monitoring capability

They should collect daily/weekly MIS from CEOs, CFOs, sales heads, plant heads, HR, legal and finance teams and give you a short-consolidated management summary instead of forwarding hundreds of messages.

7. Ability to challenge and escalate

You do not need an EA who only says “yes sir.” A strong EA should tell you:

“This has been pending for seven days.”

“The management team's answer does not address the issue.”

“The acquisition team still has three unresolved risks.”

“This dec

📌 Manager - Chairman Office & Corporate Development (Ahmedabad)
🏢 ARIX CAPITAL
📍 Ahmedabad