Senior Family Office Relationship Manager

Dear Connections,We are looking for a Wealth Management & Sales Professional for a leading AMC to manager Family Office Relationships.Location: DelhiRole: AVP/VP-Family OfficeDesired experience: 8+ yearsJob Responsibilities:· Managing Family Office Relationships & UHNI in the Delhi & NCR region· Identifying & acquiring new Family Office relationships &...

We are seeking a seasoned professional to manage family office relationships and wealth management for a leading organization.Location: DelhiRole: AVP/VP-Family OfficeRequired experience: 8+ yearsKey Responsibilities:• Manage family office relationships and ultra high net worth individuals in the Delhi and NCR region• Identify and acquire new family...

Family Office – Asset ManagementOur Client:A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline,...

Job DescriptionAbout CompanyLagrange Point has partnered with a privately held family office based in Delhi NCR, managing the investments and strategic interests of a prominent business family. The office focuses on long-term wealth preservation, portfolio diversification, and philanthropic initiatives, combining institutional discipline with a bespoke,...

Company DescriptionKotak 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...

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...

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...

Company DescriptionFounded by serial entrepreneur Angel Versetti, Versetti Family Office seeks out the boldest deep tech ventures and nurtures them with funding, strategic guidance, and operational support. Our primary focus is on longevity startups and R&D projects that aim to solve aging and increase human lifespan and healthspan. We are dedicated to...

Job Title: Chartered Accountant - Family Office Role Summary:The ideal candidate will be a Qualified Chartered Accountant with at least 15 years of experience in managing family office operations. The successful candidate will have extensive and relevant experience in handling financial statements, tax compliance, and corporate governance. Key...

Job Description Our client is a reputed Indian MNC looking for a Chartered Accountant for the role of AVP - Family Office based in New Delhi. Key Responsibilities & Deliverables:  Financial statements (under Ind-AS & IGAAP)  Monitoring the preparation of annual financial statements and finalization of accounts & audit of all the companies/Trust /LLP...