Head - Family Office

The Head of Family Office will lead the strategic, financial, and administrative management of a diversified - 250- 500 crore family portfolio, including operating companies, investments, and philanthropic entities. The role will integrate investment oversight, tax optimization, and governance.

The position is to be based in Pune.

15-25 years of experience

Position reporting to the Chairman.

The candidate will play an independent role.

Responsibilities:

Strategic Management :

1. Oversee the day-to-day operations of the Khadakwasla farmhouse(Pune), including accounting, administration, and overall general management.

2. Oversee all paperwork of the family holdings, trusts, and investment entities.

3. Manage paperwork of Direct Taxes (Income Tax, Capital Gains, Dividend Distribution) and Indirect Taxes (GST implications on businesses and assets).

4. Coordinate with tax advisors on global structures (e.g., Singapore, Luxembourg, U.S., DR) to ensure alignment with FEMA, RBI, and OECD BEPS guidelines..

5. Review and ensure compliance under: Income Tax Act (India) - including clubbing provisions, HUF, and family trusts.

6. Oversee timely tax filings, assessments, and representations before authorities.

7. Optimize after-tax returns through effective structuring, loss harvesting, and timing strategies.

8. Maintain a proactive understanding of regulatory updates from CBDT, SEBI, and MCA.

9. Ensure all entities adhere to ROC filings, FCRA, FEMA returns, and statutory audits.

10. Maintain adequate insurance (life, property, liability) across entities.

11. Liaise with external legal, accounting, and audit advisors to ensure risk mitigation and compliance integrity.

12. Lead the creation of an integrated Family Office MIS capturing all investment, business, and personal finance data.

13. Oversee the family foundation(s) and charitable initiatives based in Pune and other geographies.

14. Ensure full compliance with the CSR Act and FCRA, including proper accounting, reporting, and impact measurement.

15. Build and manage a small, trusted family office team (finance, legal, and administrative support).