Manage Bank Operations and Co-ordination with Banks.
Manage Promoter's Personal Accounting.
Track investment performance, prepare periodic reports, and liaise with external financial advisors or wealth managers.
Maintain accurate records of all personal investment portfolios.
Process documentation for new Investments, Redemptions, or Asset Transfers.
Prepare and maintain detailed, accurate, and up-to-date personal Financial & Cash Flow Statements.
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.
