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11/08 Sameera Dhawan
Recruiter at Consultant

Views:2619 Applications:186 Rec. Actions:Recruiter Actions:45

Head - Family Office - Investments (10-15 yrs)

Delhi NCR Job Code: 603416

Head of Family Office - Delhi/NCR - CA - 10 - 15 years


It is an Indian promoter driven family with operations across close to 10 overseas destinations across Asia, Africa, South-East Asia and Gulf countries. This position is for the Family Office of this organisation, one of the top 10 leading companies in India, started its journey in the 1990's. It has anything between 10,000 + . They are rapidly growing and are heading towards a turnover of 5000 crores + turnover.

This person will be setting up the foundation for the family office for investments of promoters and will look at fixed income, equity and real estate portfolio. He/she is expected to take care of the complete investments:

- Fixed investments

- Venture Debts

- Equity

- Mutual funds

- Real Estate

Team: There will be a total of 5 people under this role with 1 direct report who will report for looking at investments. 3 reports would look after day to day accounts of taxation. Focus will be to manage the wealth advisers of the office and look at wealth products. Role will work closely with the family and corporate office including CFOs.

Qualifications: CA or an MBA with strong understanding of taxes - how taxation works in case of individuals

Should have:

- A mature person with 4-5 years of experience in family office.


- The flair to ask questions.


- A strategic understanding of the financial market (not PE based).


- An understanding of taxation and its implication on investments

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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