09 Sep
|
Hindustan Platinum
|
Mumbai
09 Sep
Hindustan Platinum
Mumbai
Job Description
Dear Applicants,
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n Greetings from Hindustan platinum
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n We are looking for an experience d 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 solid exposure to Indian taxation, investment monitoring, and high standards of confidentiality and governanc
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n Key Responsibilitie
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- s :
n Liaison with banks, NBFCs, stock brokers, PMS/AIF managers, wealth advisors, custodians, and insurance compan
- niesCoordinate account openings, KYC, investment execution, redemptions, and documentan
- tionTrack corporate actions, dividends, interest income, and maturity procn
- eedsMonitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternatn
- ivesReconcile broker statements, CAS, bank accounts, and custodian repn
- ortsManage income tax filings for individun
- als.Ensure timely payment of advance tax,
self-assessment tax, and statutoryn
- duesHandle TDS compliance including deductions, returns, and Form 16 /n
- 16AManage GST compliance where applicn
- ableManage banking operations, fund flows, cash flow planning, and paymn
- entsMaintain financial records, investment registers, and audit-ready documentan
- tionEnsure strict confidentiality and support governance and compliance requiremn
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n ents
n Key Ski
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- lls :
n Family Office Oper n
- ationsInvestment & Portfolio Monin
- toringIndian Taxation & Compn
- lianceDTAA, FEMA (Working Known
- ledge)MIS & Financial Repn
- ortingStakeholder Manan
- gementAdvancedn
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n Excel
n Desired Candidate Pro
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- file :
n Qualified Chartered Account n
- ant (CA)7-15 years of relevant experience in family office, private wealth, investment management, or senior finan n
- ce rolesStrong exposure to taxation, investments, and f
📌 Hiring For Family Office (Mumbai)
🏢 Hindustan Platinum
📍 Mumbai