Product Head - Mutual Funds/Wealth - Multi Family Office Location: Mumbai Department: Investment Products Reports To: Managing Director CTC: 1 Cr. + Performance Incentives + ESOPs About the Company: We are a fast-growing, innovation-driven Multi-Family Office and Investment Advisory platform, managing diverse portfolios for ultra-high-net-worth individuals (UHNIs), family-owned businesses, trusts, and institutional investors. Our philosophy is rooted in transparency, alignment of interest, and conflict-free advice. We offer bespoke investment solutions across asset classes, with strong research capabilities and access to best-in-class products and platforms. Role Overview: The Product Head - Mutual Funds / Wealth will lead the development, curation, evaluation, and ongoing management of mutual fund and wealth products offered to clients. This is a strategic and analytical leadership role focused on building a best-in-class product suite that aligns with the firm's investment philosophy and client goals. Key Responsibilities: Product Strategy & Management - Lead the end-to-end product lifecycle for mutual funds and third-party wealth products - Identify product gaps and design differentiated offerings suited to UHNI and family office needs - Create and maintain a robust product architecture, encompassing active/passive MFs, thematic portfolios, fund-of-funds, and global offerings - Conduct due diligence and ongoing evaluation of AMCs, fund managers, and product partners Research & Analysis - Collaborate with the research team to monitor fund performance, risk-adjusted returns, and macro/micro market insights - Build comparative analytics and white-labelled collateral for RM/client use - Prepare product notes, market outlooks, and monthly performance sheets Stakeholder Collaboration - Work closely with the CIO, RMs, compliance, and technology teams to roll out new products - Support relationship managers with client presentations, product positioning, and queries - Liaise with AMCs, platforms, custodians, and other third-party providers Compliance & Governance - Ensure all product communications, materials, and structures are fully compliant with SEBI regulations - Stay updated with regulatory changes and guide internal stakeholders accordingly Desired Candidate Profile: - Experience: 10-15 years in product, investment research, or wealth management roles in NBFCs, private banks, or family offices - Domain Expertise: Deep knowledge of mutual funds, portfolio management strategies, alternative investments, and regulatory frameworks - Education: CFA / CA / MBA (Finance/Investments) from a reputed institution - Certifications: NISM VA, or other relevant SEBI certifications preferred Skills: - Strong quantitative & analytical capabilities - Excellent communication & stakeholder management - Comfort with product platforms, CRM tools, and investment analytics software What We Offer: - Entrepreneurial, high-trust work culture with ownership mindset - Direct access to UHNI families and sophisticated investors - Opportunity to shape the investment architecture of a fast-scaling platform - Competitive compensation, performance-linked bonus & long-term wealth creation

Mumbai

Product Head - Mutual Funds/Wealth 

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