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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