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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.

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