Principal – Family Office Relationships

Artha Group; Mumbai; On-site; INR 3,240,000 - 3,960,000; Full time

Benefits offered by this job

Retention bonus

ESOPs

Partnership pathway

Job summary

Artha Group in Mumbai is seeking a Principal to own and deepen relationships with family offices, UHNI, and institutional allocators. The role shapes capital partnerships and contributes to the institutionalization of relationships across the investment platform.

The candidate will lead CRM discipline, coordinate with fund operations and finance, and mentor a team to deliver high-trust interactions, reporting, and investor updates.

Qualifications

• 8–10 years of experience in private wealth, family office coverage, or capital advisory.
• Strong, credible relationships within Mumbai UHNI and family office ecosystem.
• Demonstrated experience managing long-duration, high-trust investor relationships.
• Familiarity with alternative investments, AIFs, and private market structures.
• Prior experience in team mentorship or leadership roles is preferred.
• High degree of ownership, discretion, and professional judgment.

Responsibilities

• Build, manage, and deepen relationships with family offices, UHNIs, and institutional investors.
• Drive alignment between investor objectives and opportunities across Artha’s platform.
• Develop relationships into long-term, multi-cycle partnerships grounded in trust and performance.
• Maintain CRM discipline, engagement tracking, and pipeline visibility.
• Coordinate closely with fund operations, finance, and legal teams to ensure seamless execution and communication.
• Lead the design and execution of Artha’s LP engagement calendar and investor communications.
• Mentor and guide relationship managers and associates within the team.

Skills

Relationship management

Private wealth network

Capital advisory

Job description

Artha Group is a performance-first investment house managing ₹2,300 crores across domestic and international investment vehicles, including Category I & II AIFs, LLPs, and Private Limited companies. With active investments in 130+ startups, with 32+ successful exits, and 10+ renewable energy projects. We operate at the convergence of capital precision and operational depth.

Role Overview

This is a Principal role based in Mumbai, designed for individuals who bring credibility, consistency, and judgment in managing sophisticated capital relationships.

The role entails owning and deepening relationships across family offices, UHNIs, and institutional allocators, while shaping long-term alignment with Artha’s investment platform. It also carries a broader mandate - to contribute to the institutionalization of capital partnerships, both through relationship depth and internal capability building.

Core Responsibilities

Capital Partnerships & Relationship Management

• Build, manage, and deepen relationships with family offices, UHNIs, and institutional investors
• Drive alignment between investor objectives and opportunities across Artha’s platform
• Develop relationships into long-term, multi-cycle partnerships grounded in trust and performance
• Maintain continuity of engagement through disciplined communication and delivery
• Strengthen Artha’s positioning as a reliable, long-term custodian of capital
• Engage with institutional stakeholders including CIOs, investment committees, and professional allocators where relevant

Strategic Advisory

• Act as a trusted advisor on portfolio construction, capital deployment, and alternative investment strategies
• Provide perspective across venture, private equity, and structured opportunities
• Support investors in aligning allocations with risk, liquidity, and return frameworks
• Represent investor insights internally to inform product strategy and platform evolution

Internal Discipline & Coordination

• Maintain high standards of CRM discipline, engagement tracking, and pipeline visibility
• Coordinate closely with fund operations, finance, and legal teams to ensure seamless execution and communication
• Ensure consistency, accuracy, and timeliness across all investor interactions
• Uphold a culture of precision, accountability, and zero-lag follow-through

LP Engagement, Content & Reporting

• Lead the design and execution of Artha’s LP engagement calendar, including curated events, roundtables, and private interactions
• Oversee development of institutional-quality communication and content, including:

• - Quarterly and annual investor updates
• - Portfolio insights and performance narratives
• - Thematic and market-driven communication

Leadership, Training & Team Development

• Mentor and guide relationship managers and associates within the team
• Develop structured training programs, playbooks, and operating frameworks
• Build internal capability to ensure consistent delivery of high-trust relationship standards
• Contribute to creating a team that reflects Artha’s principles of discipline, clarity, and accountability

Must-Have Qualifications

• 8–10 years of experience in private wealth, family office coverage, or capital advisory
• Strong, credible relationships within Mumbai’s UHNI and family office ecosystem
• Demonstrated experience managing long-duration, high-trust investor relationships
• Familiarity with alternative investments, AIFs, and private market structures
• Prior experience in team mentorship or leadership roles is preferred
• High degree of ownership, discretion, and professional judgment

Traits That Matter

• A measured, trust-led approach to relationship management
• Ability to build depth over volume in capital partnerships
• Strong sense of accountability and follow-through
• Clear, composed communication in complex or high-stakes contexts
• Attention to detail with a structured approach to execution
• Orientation towards long-term value creation over short-term outcomes

Compensation Structure:

• Fixed Salary - ₹36,00,000
• Retention Bonus - ₹4,00,000 (paid annually)
• ESOPs - ₹5,00,000 (annual grant, subject to vesting applicable)

Defined pathway to Partnership & Carry Participation based on sustained contribution