CIO- Family Office-Surat
Purpose:
Own capital allocation protect downside and compound family wealth across market cycles.
Core Responsibilities
Investment Strategy: Define asset allocation and return-risk framework aligned with family objectives.
Portfolio Management: Construct and manage multi-asset portfolios (public markets private equity alternatives).
Public Markets: Lead listed equity credit and fund strategies; control drawdowns and exits.
Private Investments: Originate diligence structure and manage direct / pre-IPO / PE investments.
Risk & Governance: Own the Investment Policy Statement risk limits liquidity planning and IC discipline.
Performance & Reporting: Track returns risks and attribution; report clearly to the family.
Capital & Cash Management: Manage liquidity capital calls distributions and reinvestment.
Leadership & Advisory: Lead the investment team and act as principal advisor on large capital decisions.
Outcome Expected:
Consistent risk-adjusted wealth compounding with strong governance and transparency.
CIO- Family Office-SuratPurpose:Own capital allocation protect downside and compound family wealth across market cycles. Core Responsibilities Investment Strategy: Define asset allocation and return-risk framework aligned with family objectives. Portfolio Management: Construct and manage multi-asset...
CIO- Family Office-Surat
Purpose:
Own capital allocation protect downside and compound family wealth across market cycles.
Core Responsibilities
Investment Strategy: Define asset allocation and return-risk framework aligned with family objectives.
Portfolio Management: Construct and manage multi-asset portfolios (public markets private equity alternatives).
Public Markets: Lead listed equity credit and fund strategies; control drawdowns and exits.
Private Investments: Originate diligence structure and manage direct / pre-IPO / PE investments.
Risk & Governance: Own the Investment Policy Statement risk limits liquidity planning and IC discipline.
Performance & Reporting: Track returns risks and attribution; report clearly to the family.
Capital & Cash Management: Manage liquidity capital calls distributions and reinvestment.
Leadership & Advisory: Lead the investment team and act as principal advisor on large capital decisions.
Outcome Expected:
Consistent risk-adjusted wealth compounding with strong governance and transparency.
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