Dear Applicants,

Greetings from Hindustan platinum

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

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