Chief Of Staff Investments & Wealth Strategy

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About Us

Mohan Mutha Group is a global conglomerate with diversified interests spanning International Trading, Shipping & Logistics, Real Estate, Infrastructure Development. Founded in 1957, the Group is headquartered in Chennai and has a significant presence in India, Singapore, the UAE, Uganda, and the Maldives. We are united by a philosophy of growing mindfully and inclusively, with a strong commitment to quality and integrity.

Building on its legacy of entrepreneurial growth, the Mohan Mutha Group is now venturing into Financial Services, with a strategic focus on launching and scaling businesses in Investment Banking, Wealth Management, Alternative Investment Funds (AIF) / NBFC. These new verticals aim to build a credible and differentiated financial services platform that caters to family offices, real estate investors, mid-sized businesses, and high-net-worth individuals.

Role Overview

The Chief of Staff – Investments & Wealth Strategy will act as a strategic partner to the Founder & CEO, with a focus on conceptualizing, launching, and operationalizing the Group’s Financial Services arm. This includes setting up and scaling verticals such as Investment Banking, Wealth Management, AIF/NBFC.

In addition, the role supports the Founder in aligning operations and strategy across the Group’s emerging business of Family Business Consulting. The ideal candidate will be entrepreneurial, structured, and execution focused, able to translate vision into action and scale greenfield ventures with autonomy and leadership.

Key Responsibilities

Strategic Leadership & Business Building:

• Work directly with the Founder to ideate, structure, and launch the Financial Services verticals.
• Define business plans, operating models, and growth roadmaps for:
• Investment Banking (advisory, M&A, private placements)
• Wealth Management (HNIs, family offices, portfolio solutions)
• AIF / NBFC Platform (sector-focused or opportunity-driven)
• Small & Medium REIT (focused on income-generating real estate assets)
• Conduct feasibility studies, market scans, and competitor benchmarking.

Operationalisation & Execution:

• Lead execution of each vertical’s setup — regulatory filings, partnerships, recruitment, branding, and GTM.
• Define organizational structures, key roles, and incentive structures.
• Coordinate with external advisors (legal, compliance, tax, marketing) and internal teams.
• Build robust governance, compliance, and reporting frameworks.

Investment Strategy Support:

• Assist in evaluating co-investment opportunities and building a deal pipeline.
• Work with financial advisors and analysts to screen and model deals.
• Structure investment vehicles and participate in deal execution and fundraise initiatives.

Team Building & Culture:

• Drive the hiring and on boarding of key leadership for each sub-vertical.
• Establish performance culture, operating rhythms, and team synergies.
• Group-Level Strategic Support
• Contribute to strategic initiatives in the Real Estate business and Family Business Consulting vertical.
• Ensure alignment of strategy and operations across businesses.
• Prepare reports, dashboards, and investor communication for the Founder.

Executive Office Management:

• Manage the Founder’s strategic calendar and key initiatives.
• Coordinate high-level internal and external meetings, follow-ups, and strategic communication.
• Handle confidential matters with discretion and professionalism.

Qualifications:

• MBA or Master’s in Finance, Strategy, or related field.
• 6–10 years of experience in Investment Banking, Wealth Management, Private Equity, Strategy Consulting, or financial venture building.
• Strong understanding of financial instruments, capital markets, and regulatory frameworks (SEBI, RBI, AIF, REIT).
• Demonstrated ability to build and scale businesses from scratch.
• Experience with real estate investments and family office structures is a plus.

Preferred Skills:

• Strong leadership and stakeholder management skills.
• Proficiency in financial modelling, market analysis, and pitch creation.
• Familiarity with fund structuring, term sheets, and investor relations.
• Entrepreneurial mindset with the ability to work independently and make decisions.

Key Traits:

• Visionary thinker with an execution-first approach.
• High integrity, discretion, and interpersonal maturity.
• Strong communication and influencing skills.
• Resilient, resourceful, and outcome-driven.