About the role:

*We are looking for a detail-oriented and proactive skilled to join our Family Office team in the Accounts & Operations function. The role will involve managing personal accounting, investment operations, banking activities, and compliance requirements across multiple family members and accounts.*

*The ideal candidate should have strong accounting and operational skills, preferably with experience in a promoter-driven business, family office, wealth management, or investment environment, along with a basic understanding of capital-market products and investment operations.*

Key Responsibilities:

Accounting & MIS
- Maintain accurate personal accounting records for all family members.
- Prepare, maintain, and regularly update personal
MIS and financial reports
.
- Record and update daily investment transactions and related financial activities.
- Review bank balances and monitor fund availability across multiple accounts.

Investment & Capital Market Operations
- Execute stock-market transactions across multiple demat accounts.




- Coordinate investments based on available balances and investment requirements.
- Monitor
MTF settlements, OD repayments, and pledging/unpledging of shares
.
- Conduct daily demat-balance checks and identify surplus or unplanned funds for withdrawal.
- Manage off-market transfers of securities.
- Coordinate the dematerialisation of physical share certificates.
- Support the execution and documentation of private investments.

Banking & Personal Financial Operations
- Process personal payments, including
utility bills, insurance premiums, mediclaim payments, and other financial obligations
.
- Manage personal credit-card-related activities and ensure timely settlements.
- Coordinate fund transfers and other banking-related operational requirements.

KYC & Compliance
- Complete
KYC and re-KYC
requirements for demat and bank accounts.
- Coordinate the opening of new bank and demat accounts, including documentation, KYC,

📌 Accounts & Operations – Family Office (Ahmedabad)
🏢 MYCPE ONE
📍 Ahmedabad