About Artha Group

Artha Group is a performance-first investment house managing 2,300 crores across domestic and international investment vehicles, including Category I & II AIFs, LLPs, and Private Limited companies. With active investments in 130+ startups, with 32+ successful exits, and 10+ renewable energy projects. We operate at the convergence of capital precision and operational depth.

Role Overview

This is a Principal role based in Mumbai, designed for individuals who bring credibility, consistency, and judgment in managing sophisticated capital relationships.

The role entails owning and deepening relationships across family offices, UHNIs, and institutional allocators, while shaping long-term alignment with Artha's investment platform. It also carries a broader mandate - to contribute to the institutionalization of capital partnerships, both through relationship depth and internal capability building.

Core Responsibilities

Capital Partnerships & Relationship Management

Build, manage, and deepen relationships with family offices, UHNIs, and institutional investors
Drive alignment between investor objectives and opportunities across Artha's platform
Develop relationships into long-term, multi-cycle partnerships grounded in trust and performance
Maintain continuity of engagement through disciplined communication and delivery
Strengthen Artha's positioning as a reliable, long-term custodian of capital
Engage with institutional stakeholders including CIOs, investment committees, and professional allocators where relevant

Strategic Advisory

Act as a trusted advisor on portfolio construction, capital deployment, and alternative investment strategies
Provide perspective across venture, private equity, and structured opportunities
Support investors in aligning allocations with risk, liquidity, and return frameworks
Represent investor insights internally to inform product strategy and platform evolution

Internal Discipline & Coordination

Maintain high standards of CRM discipline, engagement tracking, and pipeline visibility
Coordinate closely with fund operations, finance, and legal teams to ensure seamless execution and communication
Ensure consistency, accuracy, and timeliness across all investor interactions
Uphold a culture of precision, accountability, and zero-lag follow-through

LP Engagement, Content & Reporting

Lead the design and execution of Artha's LP engagement calendar, including curated events, roundtables, and private interactions
Oversee development of institutional-quality communication and content, including:

- Quarterly and annual investor updates

- Portfolio insights and performance narratives

- Thematic and market-driven communication

Work closely with internal teams to ensure clarity, accuracy, and consistency in reporting structures
Continuously refine LP communication to reflect global best practices in transparency and engagement
Enhance the overall investor experience through thoughtful, well-structured engagement frameworks

Leadership, Training & Team Development

Mentor and guide relationship managers and associates within the team
Develop structured training programs, playbooks, and operating frameworks
Build internal capability to ensure consistent delivery of high-trust relationship standards
Contribute to creating a team that reflects Artha's principles of discipline, clarity, and accountability

Must-Have Qualifications

8–10 years of experience in private wealth, family office coverage, or capital advisory
Strong, credible relationships within Mumbai's UHNI and family office ecosystem
Demonstrated experience managing long-duration, high-trust investor relationships
Familiarity with alternative investments, AIFs, and private market structures
Prior experience in team mentorship or leadership roles is preferred
High degree of ownership, discretion, and professional judgment

Traits That Matter

A measured, trust-led approach to relationship management
Ability to build depth over volume in capital partnerships
Strong sense of accountability and follow-through
Clear, composed communication in complex or high-stakes contexts
Attention to detail with a structured approach to execution
Orientation towards long-term value creation over short-term outcomes

Compensation Structure:

Total Annual Compensaton - 45,00,000 + uncapped performance-linked upside (commission-based)
Fixed Salary - 36,00,000
Retention Bonus - 4,00,000 (paid annually)
ESOPs - 5,00,000 (annual grant, subject to vesting applicable)

Defined pathway to Partnership & Carry Participation based on sustained contribution

Principal Family Office Relationships