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.