Hardik Parihar
PCG - Wealth Manager
- Role
- Wealth Manager at Kotak Securities
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Hardik Parihar
As a Wealth Relationship Manager in Investment Products and Financial Consulting and a keen interest in providing tailored solutions, I excel in building and maintaining successful client relationships. Through my expertise in analyzing market trends and assessing risks, I offer personalized investment strategies to the clients and prepare investor portfolio through tactical asset allocation and selecting specific investment instrument at appropriate time. I am passionate about staying updated with industry trends and regulatory changes, ensuring that I provide informed guidance to the clients.With a MBA degree in Finance from PES University and a BTech degree in Civil Engineering from Jodhpur Institute of Engineering and Technology, I have a unique combination of skills and knowledge that enable me to excel in the financial and investment sector. I am proficient in corporate taxation, financial modeling, capital markets, and mutual funds, as well as civil engineering concepts and applications. I am also skilled in using various software tools, such as Microsoft Office, Python, Tally, and AutoCAD, for advanced financial planning and data-driven decision-making.I am passionate about learning new things and expanding my horizons, which is why I have obtained multiple certifications in statistics, financial markets, and financial analysis from reputable institutions, such as SAP, Yale University, and LinkedIn Learning. I am also an effective communicator and a collaborative team player, who can foster enduring client relationships and spearhead innovative outreach initiatives. My goal is to leverage my expertise and experience to contribute to the success and growth of the Company.
Experience
Wealth Manager
Feb 2026 — Present · Bengaluru, IN
Education
PES University
Master of Business Administration - MBA
2019 — 2021
JODHPUR INSTITUTE OF ENGINEERING & TECHNOLOGY
Bachelor of Technology - BTech
2013 — 2017
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.