Dear Applicants,

Greetings from Hindustan platinum

We are looking for an experienced Family Office Accounts to handle end-to-end financial operations, investments, taxation, compliance, reporting, and coordination with multiple stakeholders for a family office setup. 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
- nies Coordinate account openings, KYC, investment execution, redemptions, and documenta
- tion Track corporate actions, dividends, interest income, and maturity proc
- eeds Monitor and track performance across asset classes such as equities, mutual funds, PMS, AIFs, fixed income, bonds, real estate, and alternat
- ives Reconcile broker statements, CAS, bank accounts, and custodian rep
- orts Manage income tax filings for individu
- als. Ensure timely payment of advance tax, self-assessment tax, and statutory
- dues Handle TDS compliance including deductions,



returns, and Form 16 /
- 16AManage GST compliance where applic
- able Manage banking operations, fund flows, cash flow planning, and paym
- ents Maintain financial records, investment registers, and audit-ready documenta
- tion Ensure strict confidentiality and support governance and compliance requirem

ents
Key Ski

- lls: Family Office Oper
- ations Investment & Portfolio Moni
- toring Indian Taxation & Comp
- lianceDTAA, FEMA (Working Know
- ledge)MIS & Financial Rep
- orting Stakeholder Mana
- gement Advanced

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 roles Strong exposure to taxation, investments, and financial r
- eporting High 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