27 Oct
|
Lagrange Point International
|
Mumbai
27 Oct
Lagrange Point International
Mumbai
About the Company:
Our client is a venture-backed, technology-led fractional family office and asset management platform serving founders, business families and value creators across India and the UAE. The firm has been founded on a fiduciary-first, commission-free model. No hidden distribution commissions are earned.
Roles and Responsibilities:
- Raise capital directly from founders, business families, HNIs, UHNIs and family offices for the firm's funds and investment strategies.
- Shape products: fund structure, positioning and launch strategy (AIFs, PMS and real estate vehicles), worked out with the investment team.
- Build referral partnerships with CA firms, law firms, family-business consultants and founder communities.
- Help build the India-UAE corridor, serving clients with both domestic and international money.
- Set up the systems: pipeline, investor reporting, fund-raising materials, onboarding and compliance-ready processes.
- Hire and lead a small, high-quality capital formation team as the firm scales.
- Represent the firm at investor forums, founder communities and industry events.
Skills and Qualifications:
- 8 to 12 years of experience in private banking,
wealth management, family-office advisory, investor relations at an alternatives manager, or fund-raising.
- A proven record of raising money directly from HNI, UHNI or family-office investors, through relationships built personally rather than inherited.
- Solid knowledge of investment products, AIF and PMS rules, and how wealthy families think about structuring, tax and succession.
- A history of winning on advice rather than products: clients won through an approach, not an allocation.
- Relevant certifications (NISM, CFA, CA or equivalent) are preferred. UAE/DIFC experience or a network there is a strong advantage.
What's on Offer:
- Ownership: meaningful ESOPs in a quick-growing, well-funded platform.
- A seat at the founding table, with real influence on strategy and product.
- Competitive fixed pay plus performance pay linked to client outcomes, not product sales.
- A clean model to represent: fiduciary and commission-free.
- Founders and a team with deep investment, private equity and fintech experience.
📌 Head - Fund Raising (VC backed Asset Management Platform) (Mumbai)
🏢 Lagrange Point International
📍 Mumbai