Job Description

Dear Applicants,

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Greetings from Hindustan platinum

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n 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

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n Key Responsibilitie

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



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

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

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- file : Qualified Chartered Account
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- ant (CA)7-15 years of relevant experience in family office, private wealth, investment management, or senior finan
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- ce rolesStrong exposure to taxation, investments, and financial r
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- eportingHigh level of discretion and attention t
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o detail
n Interested candidates can share resume on : simranjeet.sohal@

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gmail.com

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