Head - Investments - Family Office

Head of Investments - Family Office

Our client, a highly reputed name in the Financial Services / NBFC ecosystem, is seeking to appoint an accomplished Head of Investments to lead the Family Office's investment strategy with a long-term, inter-generational perspective.

This role is designed for a seasoned investment professional with a proven track record in capital allocation, disciplined risk management, and fiduciary stewardship. The incumbent will oversee a diversified portfolio across public markets, private equity, real assets, and strategic investments, ensuring alignment with the family's values, governance framework, and legacy objectives.

Key Responsibilities

• Formulate and execute the overall investment strategy and asset allocation framework for the Family Office
• Manage investments across listed equities, fixed income, private equity, alternatives, and real assets
• Evaluate investment opportunities, conduct due diligence, and ensure prudent capital deployment
• Drive robust risk management, portfolio diversification, and capital preservation across market cycles
• Partner closely with family principals on governance, reporting, and long-term investment philosophy
• Build and manage relationships with investment managers, advisors, and strategic partners
• Establish strong performance monitoring, reporting, and review mechanisms
• Uphold the highest standards of integrity, confidentiality, and fiduciary responsibility

Candidate Profile

• 15-20 years of experience in investments, asset management, private equity, or institutional portfolio management
• Prior exposure to Family Offices, promoter-led groups, or UHNI capital strongly preferred
• Deep understanding of Indian and global financial markets
• Demonstrated track record of long-term wealth creation and capital preservation
• Strong analytical capability, sound judgment, and stewardship mindset
• Exceptional integrity, discretion, and professionalism

Role Context

This is a long-term leadership role, not a trading or short-term performance-driven position. The emphasis is on prudence, continuity, and thoughtful growth of family capital across generations.