Harikrishnan Kuppam Ftipfpaptm
Wealth Manager and Financing Expert @Argos Conseil
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WORK HISTORY
Wealth Manager and Financing Expert @Argos Conseil
Paris, FR
Assess the financial situation of clients and their needs.2. Optimize clients\' taxes with appropriate solutions.3. Conduct research on financial products to best manage potential risks.4. Prepare periodic reports on the evolution of each investor\'s assets.5. Assist clients in their decisions regarding inheritance and succession.6. Present the advantages and disadvantages of different investment options to each client based on their investor profile.7. Retain clients by offering quality service and establishing a relationship of trust.8. Facilitating real estate, professional, and personal credit for clients to support their projects.
EDUCATION
INSEEC MSc
MBA, Finance, Paris. France
Harvard Business School Online
Finance, Alternative Investments
Anna University, Chennai
MBA, Marketing
ABOUT HARIKRISHNAN KUPPAM FTIPFPAPTM
At Argos Conseil, the wealth management team focuses on assessing and addressing the…
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