Manager Family Office
PAN Healthcare · Rajkot · onsite · Posted 27d ago
About a minute. You'll make an account on the way through.
About this role
Job Description:
The Family Office Manager will be responsible for overseeing and managing the personal and financial interests of the promoter family, including investments, estate and tax planning, governance, and asset administration. This role is critical in ensuring a strategic, secure, and compliant structure for preserving and growing family wealth across diverse business verticals including FMCG, trading, agri exports, cement, power, and nonwoven textiles.
Job Reasonability:
Investment & Asset Management:
Monitor and manage family investments across listed equity, private equity, mutual funds, bonds, real estate, and alternative assets.
Evaluate and present investment opportunities aligned with family risk-return expectations, especially in sectors like agri export, manufacturing, and real estate.
Ensure timely execution of investment transactions and periodic performance reviews.
Financial Planning & Reporting:
Prepare comprehensive consolidated reports covering personal wealth, liabilities, cash flows, and income from various asset classes and businesses.
Manage budgeting, personal finance forecasts, and liquidity planning for family requirements.
Maintain documentation and MIS for all personal and non-business holdings.
Business and Asset Oversight:
Support and monitor promoter-level investments and equity stakes in group companies (FMCG, agri exports, cement, nonwoven textiles, power).
Manage family-owned real estate assets, including maintenance, rentals, acquisitions, and sale transactions.
Handle family’s philanthropic trusts, donations, and CSR foundation where applicable
Administration & Governance:
Establish and manage governance frameworks, family charters, succession policies, and inter-generational wealth transfer planning.
Supervise administrative staff, drivers, household personnel, and travel coordinators.
Maintain high confidentiality standards for all sensitive and strategic matters
- Manage daily operations of the family office, ensuring seamless execution of investment strategies and portfolio management.
- Conduct thorough investment research and analysis to identify opportunities for growth and mitigate risks.
- Oversee financial planning, budgeting, and forecasting processes to ensure alignment with client goals.
- Develop strong relationships with clients by providing exceptional service and delivering tailored solutions.
Job Requirements :
- 5-20 years of experience in asset management or related field (family office).
- Strong background in investment analysis, research, and portfolio management.
- Proven track record in managing high-net-worth individual (HNI) clients' assets.
Sourced from naukri
Skills
About PAN Healthcare

PAN Healthcare
FMCG
175
employees
2017
9 years old
Rajkot, Gujarat
India
₹5.4L PA avg
Avg at PAN Healthcare
About
Mentored By A Board of Directors having more than 3 decades of Entrepreneurship and Medical Research Experience, PAN Healthcare Pvt. Ltd. was conceptualised with an idea to provide complete health and hygiene care, be it to babies, men or women.
Industries
Employee ratings
10 reviews
Culture
3.0
Career growth
2.9
Work-life
2.7
Employees rate it well for
Find them on