- Assist in implementation of proposed Financial plan including identification of right product-mix & institution, handling paperwork & negotiation required, liaising with legal & tax advisors, etc.
- Offer an eco-system of partner Banks, Insurance co.’s, AMCs, Legal & audit firms, Brokers,etc. if sought by client OR work with client’s existing Relationship/Provider.
- Evaluate and consolidate if necessary, current providers of services.
- Front with investment institutions to negotiate best possible terms to optimise net returns.
- Accounting & Reporting support by maintenance of key information of all investments & commitments in a ‘One glance’ format.
- Update projected cash flows statement monthly to plan for timely investment of all inflows and maintain liquidity for outflows & strive to keep ‘idle’ cash to a minimum.
- Regular monitoring of portfolio so as to re-balance if required/take advantage of any tactical opportunity.
- Tracking for receipt of all Corporate actions.
- Manage relationships with Banks / Financial intermediaries.
- Work with advisors for all Tax/Audit/Legal matters as also with Investment bankers for any PE/VC investments.
- Assess Philanthropy plans & requests as per motivation & priorities.
- Facilitate Succession/Estate planning.