Principal – Family Office Relationships

About Artha Group

Artha Group is a performance-first investment house managing ₹2,300 crores across domestic and international investment vehicles, including Category I & II AIFs, LLPs, and Private Limited companies. With active investments in 130+ startups, with 32+ successful exits, and 10+ renewable energy projects. We operate at the convergence of capital precision and operational depth.

Role Overview

This is a Principal role based in Mumbai, designed for individuals who bring credibility, consistency, and judgment in managing sophisticated capital relationships.

The role entails owning and deepening relationships across family offices, UHNIs, and institutional allocators, while shaping long-term alignment with Artha’s investment platform. It also carries a broader mandate - to contribute to the institutionalization of capital partnerships, both through relationship depth and internal capability building.

Core Responsibilities

Capital Partnerships & Relationship Management

Build, manage, and deepen relationships with family offices, UHNIs, and institutional investors

Drive alignment between investor objectives and opportunities across Artha’s platform

Develop relationships into long-term, multi-cycle partnerships grounded in trust and performance

Maintain continuity of engagement through disciplined communication and delivery

Strengthen Artha’s positioning as a reliable, long-term custodian of capital

Engage with institutional stakeholders including CIOs, investment committees, and professional allocators where relevant

Strategic Advisory

Act as a trusted advisor on portfolio construction, capital deployment, and alternative investment strategies

Provide perspective across venture, private equity, and structured opportunities

Support investors in aligning allocations with risk, liquidity, and return frameworks

Represent investor insights internally to inform product strategy and platform evolution

Internal Discipline & Coordination

Maintain high standards of CRM discipline, engagement tracking, and pipeline visibility

Coordinate closely with fund operations, finance, and legal teams to ensure seamless execution and communication

Ensure consistency, accuracy, and timeliness across all investor interactions

Uphold a culture of precision, accountability, and zero-lag follow-through

LP Engagement, Content & Reporting

Lead the design and execution of Artha’s LP engagement calendar, including curated events, roundtables, and private interactions

Oversee development of institutional-quality communication and content, including:

Quarterly and annual investor updates

Portfolio insights and performance narratives

Thematic and market-driven communication

Work closely with internal teams to ensure clarity, accuracy, and consistency in reporting structures

Continuously refine LP communication to reflect global best practices in transparency and engagement

Enhance the overall investor experience through thoughtful, well-structured engagement frameworks

Leadership, Training & Team Development

Mentor and guide relationship managers and associates within the team

Develop structured training programs, playbooks, and operating frameworks

Build internal capability to ensure consistent delivery of high-trust relationship standards

Contribute to creating a team that reflects Artha’s principles of discipline, clarity, and accountability

Must-Have Qualifications

8–10 years of experience in private wealth, family office coverage, or capital advisory

Strong, credible relationships within Mumbai’s UHNI and family office ecosystem

Demonstrated experience managing long-duration, high-trust investor relationships

Familiarity with alternative investments, AIFs, and private market structures

Prior experience in team mentorship or leadership roles is preferred

High degree of ownership, discretion, and professional judgment

Traits That Matter

A measured, trust-led approach to relationship management

Ability to build depth over volume in capital partnerships

Strong sense of accountability and follow-through

Clear, composed communication in complex or high-stakes contexts

Attention to detail with a structured approach to execution

Orientation towards long-term value creation over short-term outcomes

Compensation Structure :

Total Annual Compensaton - ₹45,00,000 + uncapped performance-linked upside (commission-based)

Fixed Salary - ₹36,00,000

Retention Bonus - ₹4,00,000 (paid annually)

ESOPs - ₹5,00,000 (annual grant, subject to vesting applicable)

Defined pathway to Partnership & Carry Participation based on sustained contribution