About the role:

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.

Institutional funding has recently been raised from leading VCs and a strong group of founders and CXOs, many of whom represent the very clients the firm serves. A Head of Capital Formation is now being sought to build the firm's capital engine.

The role carries end-to-end ownership of capital formation: raising money for the firm's investment offerings across Indian and global public markets, alternatives and real estate, and building the relationships that bring new families and founders onto the platform.

This is not a role with a quota and a product shelf. The incumbent will work directly with the founders, and real influence over what is launched, for whom, and how trust is earned in a sceptical market is expected.

Key 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.

The ideal candidate:

- 8-14 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.

- Clients who trust the individual, not just the current employer's brand.

- 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 is on offer:

- Ownership: meaningful ESOPs in a fast-growing, well-funded platform.

- A seat at the founding table, with real influence on strategy, products and hiring.

- 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, real estate and fintech experience.