Job Title: Family Office Management (Finance, Accounting, Wealth Management)

Company: Abhinandan Ventures
Location: Lower Parel, Mumbai (Lodha Excelus)

About Abhinandan Ventures ( https://www.ablventures.com/ )
Abhinandan Ventures is a formidable collective of best-in-class, high-growth recent-age businesses. We back highly ambitious ideas and transform them into category-disrupting enterprises built to stand the test of time. Acting as a launchpad for nascent businesses, we invest unlevered, patient proprietary capital with a long-term value creation approach, free from redemption pressures.
Our decentralized portfolio structure empowers CEOs and leadership teams to operate independently, fostering a performance-driven culture that sparks innovation and excellence. With a strong focus on consumer-centricity and robust business practices, our ecosystem cultivates brands poised to redefine industries.

Note: Abhinandan Ventures is entirely separate and distinct from Lodha Developers Limited (formerly known as Macrotech Developers Limited) and any of its group entities (collectively, the "Lodha Group"), and are not in any manner associated, affiliated, connected or related to the Lodha Group.

Position Overview
We are looking for a mature, proactive, and highly trustworthy professional to manage the financial, administrative, and operational affairs of the Family Office. The role will involve handling personal financial management, banking relationships, investment tracking, tax coordination, and maintaining records related to the familys entities and assets.
The position requires high levels of confidentiality, attention to detail, and sound judgment,



while ensuring smooth management of financial records, investments, and reporting for the family.

Key Responsibilities
Financial Management & Accounts

- Maintain and manage personal accounts of the family, along with accounts of family trusts, LLPs, and private limited entities.
- Review and approve bills for payments, while identifying discrepancies or issues before processing.
- Maintain proper records of expenses, payments, and financial transactions.

MIS & Reporting

- Prepare regular MIS reports capturing key financial and operational data to assist the family in informed decision-making.
- Track and maintain detailed investment MIS for both Indian and overseas investments.
- Provide periodic reports on investment performance and portfolio updates.

Banking & Investment Coordination

- Maintain relationships with banks and financial institutions.
- Manage operations related to personal bank accounts, demat accounts, and credit cards.
- Coordinate with banks for transactions, documentation, and account-related matters.

Taxation & Compliance

- Prepare details and documentation required for Income Tax Returns and TDS filings.
- Coordinate with tax consultants and advisors for tax filings and assessments.
- Respond to queries raised by tax consultants or Income Tax authorities (ITO)



during assessments or scrutiny.

Property & Asset Management

- Maintain records of repairs, maintenance activities, and operational matters related to family-owned properties.
- Track property-related expenses, vendors, and service providers.

Documentation & Legal Coordination

- Maintain and organize important family records and documentation.
- Ensure documentation is readily available for family lawyers, tax consultants, and advisors whenever required.

Candidate Profile
Education

- Bachelor's degree in Finance, Commerce, Accounting, or Business Administration.
- Professional qualifications such as CA Inter / CA / MBA Finance will be an advantage.

Experience

- 5 to 10 years of experience in finance, accounting, wealth management, or family office management.
- Experience in handling personal finance management, investments, and tax coordination preferred.

Key Skills & Competencies

- Strong financial and accounting knowledge
- Ability to prepare and analyze MIS and financial reports
- Knowledge of banking operations, investments, and taxation
- High attention to detail and accuracy
- Strong confidentiality and integrity
- Ability to coordinate with banks, consultants, and legal advisors
- Proactive and solution-oriented approach
- High levels of patience, maturity, and discretion

Personal Attributes
The ideal candidate should be:

- Mature, responsible, and dependable
- Highly proactive and organized
- Sensitive to the needs of the family and able to handle matters with discretion
- Capable of maintaining strict confidentiality
- Accessible and responsive when required

📌 Family Office Management (Finance, Accounting, Wealth Management) (Mumbai)
🏢 Abhinandan Ventures
📍 Mumbai