Key Responsibilities:

Promoter & Individual Financial Management:

- Manage end-to-end financial affairs of promoters, directors, and family offices.

- Oversee individual accounts, personal taxation, wealth management, and investment tracking.

- Develop tax-efficient investment and wealth preservation strategies.

- Monitor and manage personal investment portfolios across various asset classes.

- Coordinate with external consultants, tax advisors, and legal professionals on financial matters.

Taxation & Financial Planning:

- Ensure effective tax planning and optimization for promoters and related entities.

- Handle income tax assessments, filings, notices, and compliance matters.

- Monitor changes in tax regulations and advise on their implications.

- Support long-term wealth creation and succession planning initiatives.

- Ensure compliance with all direct and indirect tax requirements.

Investment Management & Due Diligence:

- Evaluate and monitor investments in private companies, joint ventures, mutual funds, trusts, and other financial instruments.

- Conduct financial due diligence and performance reviews of JV companies.

- Analyze investment opportunities and provide recommendations to senior management.

- Monitor portfolio performance and prepare periodic investment reports.

- Support strategic investment and divestment decisions.

Corporate Finance & Stakeholder Coordination:

- Coordinate with investment bankers, financial institutions, PE/VC funds, auditors, consultants, and valuation experts.

- Participate in fundraising, valuation discussions, and strategic transactions.

- Assist in financial structuring and capital allocation decisions.

- Support mergers, acquisitions, and investment-related projects as required.

Financial Reporting & MIS:

- Prepare monthly, quarterly, and annual financial reports for management review.

- Develop and maintain financial dashboards, trackers, and MIS reports.

- Analyze financial performance and provide actionable insights.

- Support budgeting, forecasting, and cash flow planning activities.

- Ensure accuracy and timeliness of management reporting.

Accounting & Audit Management:

- Oversee finalization of books of accounts and financial statements.

- Coordinate statutory audits, tax audits, transfer pricing audits, cost audits, and internal audits.

- Ensure compliance with accounting standards and regulatory requirements.

- Review financial controls and strengthen governance frameworks.

- Liaise with auditors and regulatory authorities as required.

Compliance & Governance:

- Ensure compliance with Companies Act, Income Tax Act, GST regulations, and other statutory requirements.

- Manage company incorporation, restructuring, and corporate compliance activities.

- Monitor legal and regulatory developments impacting business operations.

- Maintain proper documentation and governance records.

Trusts & Wealth Structures:

- Manage private trusts, family office structures, and investment entities.

- Monitor trust accounting, reporting, and regulatory compliance.

- Support estate planning and succession-related initiatives.

- Ensure effective governance of trust and investment structures.

Required Qualifications:

Education:

- Chartered Accountant (CA) - Mandatory.

- Additional qualification such as CFA, CPA, MBA Finance, or related certification will be an advantage.

Experience:

- 5-10 years of experience in Finance, Accounts, Taxation, Corporate Finance, or Wealth Management.

- Experience managing promoter/director financial affairs, family offices, trusts, or investment structures preferred.

- Strong exposure to taxation, compliance, audits, and financial reporting.

- Experience interacting with investors, investment bankers, and external advisors.