Multi Family Office
2 weeks ago
Company Description Kotak Alternate Asset Managers Limited, part of the Kotak Mahindra Group, focuses on alternate assets management and investment advisory businesses. Along with investment Advisory, in 2019 with change in SEBI regulations, family office was adopted as services incidental and ancillary to investment Advisory to assist large HNI and UHNI families as part of the Kotak Private Banking practice. Kotak Private (earlier known as Kotak Wealth Management) is one of the largest wealth managers in India managing close to 58% of India’s Forbes List. Role Description This is a full-time on-site role for a Family Office professional at Kotak Alternate Asset Managers Limited, located in Mumbai. The Family Office professional will be responsible for handling tax and regulatory matters, inbound and outbound structuring, deal and pre-IPO related matters, mergers & acquisitions tax and international taxation. The candidate will work closely with the team to support the day-to-day activities and ensure efficiency and productivity within the office.Detailed Job Description is as follows: • Assisting in conducting research in various tax & regulatory aspects in relation to the client • Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc. • Assisting in preparation of presentations post understanding the facts of the case of each of the clients, scope of work required to be undertaken • Assisting in coordinating & facilitating with the various internal teams such as tax, legal & compliance to seek appropriate views for the client • Assisting in tracking each of the activities pertaining to each of the clients in an efficient manner and seeking solutions to the same in timely manner • Assisting in the onboarding internal processes for each of the clients and building new client relationships by doing time to time follow ups with the RMs • Assisting in on-boarding new experts / consultants in India as well as Globally and coordination for seeking appropriate approvals for empanelling them with the Committee internally • Assisting in resolving various tax queries raised by the RMs and Investment advisors on various taxation aspects from time to time • Conducting training sessions for advisors and addressing client specific queries of advisors from time to time • Assisting in analysis of the Budgets, notifications / circulars issued by income tax and various related tax amendments during the year • Assisted in conducted All India RM calls to update them on the changes as part of the above. • Liaisioning and coordinating with various consulting firms and internal tax team to understand the nuances and positions adopted Qualifications CA with atleast 4 to 6 years of experience in tax and regulatory matters Strong Communication skillsAbility to corelate laws and regulations to best suite client specific needsExceptional Customer Service abilitiesProficient in internal and external stakeholder coordination Excellent organizational and multitasking abilities
-
Multi Family Office
4 hours ago
Mumbai, India Kotak Alternate Asset Managers Limited Full timeCompany Description Kotak Alternate Asset Managers Limited, part of the Kotak Mahindra Group, focuses on alternate assets management and investment advisory businesses. Along with investment Advisory, in 2019 with change in SEBI regulations, family office was adopted as services incidental and ancillary to investment Advisory to assist large HNI and UHNI...
-
Sell Large-Scale Roll-Up Platforms to Family Offices
13 hours ago
Mumbai, Maharashtra, India Cebron Group Full timeCebron Group is a private investment banking and strategic advisory firm focused on building large-scale, acquisition-driven roll-up platforms designed to consolidate fragmented industries and scale to $100M–$500M+ in enterprise value. This is specifically for dollar assets.We are seeking a senior professional whose sole mandate is to sell roll-up...
-
Equity Research Analyst
2 weeks ago
Mumbai, Maharashtra, India Fortress Family Office Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout the jobDesignation - Equity Research Associate / AnalystSector - Chemicals & APIThe investment professional will join a close-knit research team contributing to the CIO's efforts to of identifying good businesses. This role requires a strong sense of ownership and responsibility. The ideal candidate will be one who possesses a blend of analytical...
-
Manager- Vendor Partnerships
2 days ago
Mumbai, Maharashtra, India Patel Family Office Full timeKey ResponsibilitiesIdentify and connect with potential vendors via platforms like LinkedIn, trade directories, and marketplacesPitch our value proposition with clarity and confidence to decision-makersManage the complete sales cycle from outreach to onboardingConduct discovery calls to assess vendor readiness and commercial viabilityCollaborate with...
-
Vendor Success Manager
2 days ago
Mumbai, Maharashtra, India Patel Family Office Full timeKey ResponsibilitiesIdentify and connect with potential vendors via platforms like LinkedIn, trade directories, and marketplacesPitch our value proposition with clarity and confidence to decision-makersManage the complete sales cycle from outreach to onboardingConduct discovery calls to assess vendor readiness and commercial viabilityCollaborate with...
-
Head Family Office Networking Events
2 weeks ago
Navi Mumbai, India Sperton Global AS Full timeOverview:Seeking a highly driven and entrepreneurial-minded professional to lead the Family Office Events across India. The ideal candidate will have a strong background in engaging with family offices, venture capital firms, private equity professionals, CIOs, and ultra-high-net-worth individuals. This role will involve curating and executing exclusive...
-
Personal Trainer on AI
4 weeks ago
Mumbai, India MY PRIVATE FAMILY OFFICE Full timeCompany DescriptionI operate my personal family office out of mumbai. I invest in various businesses and run some of them with management teams selected by me and deployed in the Cos. I need to collate and review information from these Cos, i need to track their technologies, competition and growth strategy. I need to tarck financial data and research...
-
Personal Trainer on AI
4 weeks ago
Mumbai, India MY PRIVATE FAMILY OFFICE Full timeCompany DescriptionI operate my personal family office out of mumbai. I invest in various businesses and run some of them with management teams selected by me and deployed in the Cos. I need to collate and review information from these Cos, i need to track their technologies, competition and growth strategy. I need to tarck financial data and research...
-
Personal Trainer on AI
4 weeks ago
Mumbai, India MY PRIVATE FAMILY OFFICE Full timeCompany DescriptionI operate my personal family office out of mumbai. I invest in various businesses and run some of them with management teams selected by me and deployed in the Cos. I need to collate and review information from these Cos, i need to track their technologies, competition and growth strategy. I need to tarck financial data and research...
-
Personal trainer on ai
4 weeks ago
Mumbai, India MY PRIVATE FAMILY OFFICE Full timeCompany DescriptionI operate my personal family office out of mumbai. I invest in various businesses and run some of them with management teams selected by me and deployed in the Cos. I need to collate and review information from these Cos, i need to track their technologies, competition and growth strategy. I need to tarck financial data and research...
