Associate - Family Office

1 week ago

Mumbai, India Kotak Alternate Asset Managers Limited Full time

Job Role

  • 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 as per the 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 Internal committee.
  • 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


Job Requirements

  • CA with 2-3 yrs experience. Others can apply subject to higher experience
  • Background in Transaction Tax, International Tax & M&A would be an added advantage
  • Solution oriented with strong communication skills
  • Temperament to work in teams
  • Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels
  • Preferably have experience and knowledge of dealing with clients and interacting with them efficiently

  • Treasury and Family Office

    3 months ago

    Mumbai, India Tipsons Group Full time

    Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.Develop and manage relationships with...

  • Treasury and Family Office

    2 months ago

    mumbai, India Tipsons Group Full time

    Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product. Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events. Develop and manage relationships with...

  • Vice President Family Office Relationships

    1 month ago

    mumbai, India Artha Group Full time

    About Artha Group:Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice President Family Office Relationships

    1 month ago

    Mumbai, India Artha Group Full time € 1,000

    About Artha Group: Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice president family office relationships

    1 month ago

    Mumbai, India Artha Group Full time

    About Artha Group: Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through...

  • Graphics Designer

    5 months ago

    Mumbai, Maharashtra, India Raintree Family Office LLP Full time

    **About Raintree Family Office LLP -** Raintree Family Office was set up in 2017 by the family of Leena Dandekar to manage the family's investments by creating a diverse, robust and balanced portfolio to ensure sustainedstable growth. The family office invests in sustainable growth through investments in ESG and impact alternative assets. The family office...

  • Vice president family office relationships

    4 weeks ago

    Mumbai, India Artha Group Full time

    About Artha Group:Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice President Family Office Relationships

    4 weeks ago

    mumbai, India Artha Group Full time

    About Artha Group:Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice President Family Office Relationships

    3 weeks ago

    Mumbai, India Artha Group Full time

    About Artha Group:Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice President Family Office Relationships

    1 month ago

    Mumbai, India Artha Group Full time

    About Artha Group:Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice President Family Office Relationships

    1 month ago

    Mumbai, India Artha Group Full time

    About Artha Group:Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice President Family Office Relationships

    1 month ago

    mumbai, India Artha Group Full time

    About Artha Group:Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice President Family Office Relationships

    1 month ago

    Mumbai, India Artha Group Full time

    About Artha Group:Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Vice President Family Office Relationships

    1 month ago

    Mumbai, India Artha Group Full time

    About Artha Group: Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through...

  • Vice President Family Office Relationships

    1 month ago

    Mumbai, India Artha Group Full time

    About Artha Group: Artha Group is at the forefront of transforming the venture capital and private equity landscape. It oversees assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. Headquartered in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our...

  • Executive - Marketing and Communication

    6 months ago

    Mumbai, Maharashtra, India Raintree Family Office LLP Full time

    **About Raintree Group**: Raintree Family Office was set up in 2017 by the family of Leena Dandekar to manage the family& investments by creating a diverse, robust and balanced portfolio to ensure sustained stable growth. The family office invests in sustainable growth through investments in ESG and impact alternative assets. The family office also has two...

  • Family Office Sales Professional

    4 weeks ago

    Mumbai, Maharashtra, India Skillflix Consultancy India Private Limited Full time

    Job Description:The ideal candidate for this role will have a strong understanding of capital markets and other financial products, as well as excellent business acumen and a deep understanding of the sales process. The role requires the ability to influence clients and stakeholders, deliver good presentations, and network and use market intelligence for...

  • ▷ 15h Left: Treasury and Family Office

    2 months ago

    Mumbai, India Tipsons Group Full time

    - Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.- Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.- Develop and manage relationships with...

  • Family Office Role

    3 months ago

    Mumbai, India Skillflix Consultancy India Private Limited Full time

    The job would require the candidate to meet clients, understand their financial/investment objectives & risk appetite and appropriate products to family offices.What is the role's objective? - Responsible to increase the current market share from assigned relationships across Mumbai in both Fixed Income and Equity- Manage relationship with existing...

  • Senior Manager

    2 weeks ago

    Mumbai, Maharashtra, India Artha Group Full time

    Company OverviewArtha Group is a leading player in the venture capital and private equity landscape. With assets exceeding ₹1,000 crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund, we are committed to driving innovation and long-term growth through strategic investments in transformative startups.We have an impressive portfolio...