Chief of Staff

Chief of Staff to Managing Director

Company: Equentis Wealth Advisory Ltd

Location: Mumbai Lower Parel

Employment Type: Full-time

Reports To: Managing Director

Company Overview

Equentis Wealth Advisory Ltd, part of the Equentis Group, has been at the forefront of the Indian equity markets since 2009. Over the years, the firm has established itself as India's first online non-discretionary equity advisory company, offering customized, research-driven investment solutions.

Regulated by SEBI, Equentis specializes in Equity Advisory, PMS, and AIF offerings, catering primarily to HNIs with a strong focus on long-term wealth creation backed by deep market research and technology-driven insights.

Role Summary

The Chief of Staff to the Managing Director will act as a strategic advisor and execution partner, amplifying the MD's effectiveness and ensuring enterprise-wide alignment. This role functions as an integrator, problem solver, and force multiplierdriving execution of key initiatives while enabling the MD to focus on the company's highest-priority strategic objectives.

The role requires close collaboration with Marketing, Sales, Research, Operations, Finance, and HR to ensure clarity, accountability, and measurable outcomes at scale.

Key Responsibilities

Executive Support & Strategic Alignment

Serve as a strategic advisor to the MD by anticipating needs, managing priorities, and maintaining strategic focus.

Translate the MD's vision into clear, measurable, and actionable plans for cross-functional leaders.

Prepare strategic documents, board presentations, investor communications, and executive updates.

Cross-Functional Leadership

Drive alignment across executive leadership and enterprise functions.

Manage cross-functional initiatives to ensure timely delivery and measurable business impact.

Facilitate effective decision-making by integrating data, risks, and strategic recommendations.

Business Strategy & Planning

Lead quarterly and annual business planning cycles.

Conduct market benchmarking and competitive analysis across financial and operating metrics.

Track performance against key organizational KPIs and align teams toward agreed outcomes.

Operational Excellence

Improve organizational efficiency through process design and systemization.

Manage executive meeting cadence, business reviews, and leadership offsites.

Ensure disciplined follow-through on MD decisions and critical action items.

Special Projects & Strategic Initiatives

Lead high-impact initiatives such as new product launches, channel expansion, digital transformation, or M&A integration.

Evaluate new growth opportunities and provide strong analytical input to strategic decisions.

Stakeholder Management

Act as a key liaison between the MD and internal/external stakeholders including board members,investors, strategic partners, and senior leadership.

Ensure consistent, clear, and aligned communication on behalf of the MD.

Qualifications & Experience

MBA from a top-tier institute or Chartered Accountant (CA). CA with CFA qualification will be

preferred.

26 years of overall experience in management consulting, corporate strategy, business operations, transformation, or P&L leadership roles.

Prior experience working closely with senior executives and/or C-suite leaders.

Proven exposure to complex, matrixed organizational environments.

Key Skills & Competencies

Strong strategic thinking and analytical capability.

Excellent project and program management skills.

Exceptional executive-level communication and presentation skills.

Ability to influence without authority across multiple levels and functions.

High adaptability, resilience, and composure in dynamic environments.

Sound decision-making ability in ambiguous and high-stakes situations.