Role Summary:

Responsible for managing and monitoring the Family Office investments and wealth portfolio ensuring optimal returns, risk management, and compliance.

Key Responsibilities:

• Manage investments across equities, mutual funds, bonds, PMS, AIFs, real estate, and other asset classes

• Track portfolio performance and provide periodic reports.

• Identify new investment opportunities aligned with risk appetite and financial goals

• Liaise with banks, wealth managers, fund houses, and advisors

• Ensure compliance with regulatory, tax, and documentation requirements

• Maintain strict confidentiality and governance standards