Manager-Family office

2 days ago

bangalore, India Emmvee Group Full time

Role Overview The Manager – Family Office will lead and manage all affairs of Donthi Capital Partners, including investment oversight, coordination with wealth managers, compliance management for the family’s trusts and entities, banking and treasury operations, and strategic support on governance and planning. This role demands a versatile, trustworthy, and financially astute professional who can operate independently, handle confidential information, and bring structure and insight to a complex, multi-asset, multi-entity environment. Key Responsibilities 1. Investment & Wealth Management Coordinate with external wealth managers, portfolio advisors, private bankers, and investment partners. Implement and monitor asset allocation as per the Investment Policy Statement (IPS). Evaluate new opportunities (listed equity, AIFs, PE/VC, real estate, debt) and prepare internal notes. Track performance, capital calls, and distributions; prepare consolidated investment performance reports. 2. Governance, Compliance & Legal Affairs Ensure statutory compliance for all family entities (trusts, partnership firms, LLPs, and SPVs). Liaise with CAs, legal advisors, and company secretaries for filings, audits, and regulatory submissions. Maintain a compliance tracker and oversee RBI/FEMA, tax, and investment-related documentation. 3. Banking & Treasury Management Manage relationships with domestic and international banks. Oversee KYC,

  • Manager-Family office

    3 days ago

    bangalore, India Emmvee Group Full time

    Role OverviewThe Manager – Family Office will lead and manage all affairs of Donthi Capital Partners, including investment oversight, coordination with wealth managers, compliance management for the family’s trusts and entities, banking and treasury operations, and strategic support on governance and planning.This role demands a versatile, trustworthy,...

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