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 robust accounting and operational skills, preferably with experience in a promoter-driven business, family office, wealth management, or investment setting, 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