Family Office Associate
2 weeks ago
We are looking for a highly organized and proactive individual to manage the backend of personal financial affairs, operating like a small family office. The ideal candidate will ensure compliance, maintain transparency, and actively seek opportunities to optimize finances and asset growth. About us CodeVyasa is a mid-sized product engineering company that works with top-tier product/solutions companies such as McKinsey, Walmart, RazorPay, Swiggy, and others. We are about 550+ people strong and we cater to Product & Data Engineering use-cases around Agentic AI, RPA, Full-stack and various other GenAI areas.Key Responsibilities: 1. Expense & Cashflow Management Track, categorize, and manage monthly personal and business-related expenses. Maintain digital dashboards using tools like Zoho Books, Google Sheets, or Notion. Reconcile credit cards, UPI transactions, and reimbursements. Generate monthly financial summaries with actionable insights, including savings %, lifestyle inflation, and spending trends. 2. Asset & Real Estate Oversight Monitor and track personal and investment assets, including real estate holdings. Coordinate with brokers, registrars, and legal entities for audits, property tax, and rent agreements. Track asset appreciation and provide recommendations for hold/sell decisions. 3. Legal, Trust & Structuring Research and coordinate the creation of personal trusts or family office entities. Liaise with Chartered Accountants, lawyers, and other professionals to establish optimal tax and inheritance structures. Ensure all legal and regulatory requirements are met and properly documented.Qualifications & Skills: Proven experience in personal finance management, accounting, or family office operations. Strong knowledge of accounting tools and financial dashboards (Zoho Books, Notion, Excel/Sheets). Understanding of tax planning, estate planning, and trust structures. Highly organized, detail-oriented, and able to handle sensitive information with discretion. Excellent communication and coordination skills.Why Join: Opportunity to manage comprehensive personal finance operations. Work closely with professionals across finance, law, and real estate. Be part of a structured, opportunity-seeking financial ecosystem.
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Associate
7 days ago
Delhi, India Versetti Family Office Full timeCompany DescriptionVersetti Family Office, founded by serial entrepreneur Angel Versetti, is dedicated to advancing the boldest longevity ventures with funding, strategic guidance, and operational support. As a Longevity Venture Builder, we act as the founding investor and incubator for select startups with science-backed IP, focusing on lifespan and...
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[3 Days Left] Associate
7 days ago
Delhi, India Versetti Family Office Full timeCompany Description Versetti Family Office, founded by serial entrepreneur Angel Versetti, is dedicated to advancing the boldest longevity ventures with funding, strategic guidance, and operational support. As a Longevity Venture Builder, we act as the founding investor and incubator for select startups with science-backed IP, focusing on lifespan and...
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Head - Family Office
4 weeks ago
New Delhi, India Yubi Markets Full timeAbout Yubi Markets: Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...
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Head - Family Office
4 weeks ago
New Delhi, India Yubi Markets Full timeAbout Yubi Markets:Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore...
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Family Office
6 days ago
New Delhi, Noida, India Sand Martin Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole Summary:-The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange...
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Remote Financial Analyst
4 weeks ago
New Delhi, India Flamingo family office Full timeResearch Analyst Application for Research Analyst | Muchhala FamilyImportant: Please read this before you apply for the positionWho we are We are a family office that manages family finances.What is the role about This is a remote role.We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you will...
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Remote Financial Analyst
4 weeks ago
New Delhi, India Flamingo family office Full timeResearch AnalystApplication for Research Analyst | Muchhala FamilyImportant: Please read this before you apply for the positionWho we areWe are a family office that manages family finances.What is the role aboutThis is a remote role. We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you will be...
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Director Sales
4 weeks ago
New Delhi, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
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Data Analyst
3 weeks ago
New Delhi, India Versetti Family Office Full timeCompany DescriptionFounded by serial entrepreneur Angel Versetti, Versetti Family Office focuses on longevity ventures and supports them with funding, strategic guidance, and operational support. Our Longevity Venture Builder acts as the founding investor, commercial co-founder, and incubator for selectively chosen science-backed IP startups. We commit up to...
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Software Engineer
3 weeks ago
New Delhi, India Versetti Family Office Full timeCompany DescriptionFounded by serial entrepreneur Angel Versetti, Versetti Family Office seeks out bold longevity ventures and nurtures them with funding, strategic guidance, and operational support. We operate a Longevity Venture Builder, serving as the founding investor, commercial co-founder, and incubator for a select group of longevity moonshot...
