Your Role & Responsibilities
Investment tracking & reporting — Maintain a live register of all investments: real estate finance deals, equity (listed + unlisted), AIFs, family assets, and mortgages — Produce monthly portfolio statements with deployed capital, returns, IRR, and maturity schedules — Produce annual performance reports with actuals vs. projections — Build and maintain financial models for active real estate development projects
Accounting & compliance — Bookkeeping and accounting entries for all transactions — Coordinate with CA for income tax filing, advance tax, and GST (if applicable) — Maintain a document vault — agreements, title deeds, share certificates, AIF statements
Tax planning — Proactive tax planning across capital gains (LTCG/STCG), rental income, business income — Coordinate with CA on structuring decisions — HUF, LLP, company, individual — Track TDS deductions and ensure timely credit reconciliation
Who you are — CA Inter / CMA / MBA Finance — or a B.Com with 3+ years of relevant experience — Prior experience in a family office, wealth management firm, or with an HNI is strongly preferred — Proficient in Excel / Google Sheets — you build models, not just fill templates — Detail-obsessed, discreet, and proactive — you flag problems before they become crises — Based in Chennai or willing to relocate
Pay: ₹12,000.00 - ₹17,000.00 per month
Benefits:
Work Location: Hybrid remote in T Nagar, Chennai, Tamil Nadu
