Manager Family Office

PAN Healthcare; Rajkot; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

PAN Healthcare in India seeks a seasoned Family Office Manager to oversee the promoter family’s personal and financial interests, including investments, estate and tax planning, governance, and asset administration across multiple verticals such as FMCG, agri exports, cement, power, and textiles.

You will monitor investments, prepare consolidated reports, manage budgeting and liquidity, supervise household staff, and establish governance frameworks and intergenerational wealth transfer plans.

Qualifications

• 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 clients' assets.

Responsibilities

• Monitor and manage family investments across listed equity, private equity, mutual funds, bonds, real estate, and alternative assets.
• Prepare comprehensive consolidated reports covering personal wealth, liabilities, cash flows, and income from various asset classes.
• Manage budgeting, personal finance forecasts, and liquidity planning for family requirements.
• Support and monitor promoter-level investments and equity stakes in group companies; handle real estate assets.

Skills

Investment analysis

Portfolio management

Financial research

High-net-worth clients

Confidentiality

Tools

MS Excel

Financial modeling

Job description

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.