Dear Applicants,

Greetings from Hindustan platinum

.
We are looking for an experienced Family Office Accoun ts to handle end-to-end financial operations, investments, taxation, compliance, reporting, and coordination with multiple stakeholders for a family office set up. The role requires robust exposure to Indian taxation, investment monitoring, and high standards of confidentiality and governanc

e.
Key Responsibilitie

- s :
Liaison with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, and insurance compa
- niesCoordinate account openings, KYC, investment execution, redemptions, and documenta
- tionTrack corporate actions, dividends, interest income, and maturity proc
- eedsMonitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternat
- ivesReconcile broker statements, CAS, bank accounts, and custodian rep
- ortsManage income tax filings for individu
- als.Ensure timely payment of advance tax, self-assessment tax, and statutory
- duesHandle TDS compliance including deductions,



returns, and Form 16 /
- 16AManage GST compliance where applic
- ableManage banking operations, fund flows, cash flow planning, and paym
- entsMaintain financial records, investment registers, and audit-ready documenta
- tionEnsure strict confidentiality and support governance and compliance requirem

ents
Key Ski

- lls :
Family Office Oper
- ationsInvestment & Portfolio Moni
- toringIndian Taxation & Comp
- lianceDTAA, FEMA (Working Know
- ledge)MIS & Financial Rep
- ortingStakeholder Mana
- gementAdvanced

Excel
Desired Candidate Pro

- file :
Qualified Chartered Account
- ant (CA)7-15 years of relevant experience in family office, private wealth, investment management, or senior finan
- ce rolesStrong exposure to taxation, investments, and financial r
- eportingHigh level of discretion and attention t

o detail
Interested candidates can share resume on : simranjeet.sohal@

gmail.com

📌 Hiring For Family Office - Wadala - CA (Mumbai)
🏢 Hindustan Platinum
📍 Mumbai