Conduct comprehensive financial analysis of families covering assets, liabilities, investments, business interests, cash flows and liquidity requirements; prepare net-worth statements, wealth dashboards and periodic portfolio reviews.
Required Candidate profile
Exp in Asset allocation, portfolio construction, investment analysis. Exp with HNI/UHNI or promoter-family portfolios, including financial analysis, IPS drafting and customised portfolio design.
📌 Chief Of Staff Investments & Multi Family Office Chennai
🏢 Shanvi Staffing Services
📍 Chennai
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