Job Description

Job Description: -

               1 Manage Bank Operations and Co-ordination with Banks
               2 Manage Promoter's Personal Accounting
               3 Track investment performance, prepare periodic reports, and liaise with external financial advisors or wealth managers.
               4 Maintain accurate records of all personal investment portfolios
               5 Process documentation for new Investments, Redemptions, or Asset Transfers.
               6 Prepare and maintain detailed, accurate, and up-to-date personal Financial & Cash Flow Statements
               7 Coordinate with external tax consultants/CAs for the timely and accurate preparation and filing of personal income tax returns for the Promoters and immediate family.


GOT ANY QUERIES?

We are here to answer