Karthik M
\"Connecting HNIs, UHNIs, and Family Offices with exclusive opportunities in Unlisted Shares, Pre-IPO, and Private Equity to drive strategic wealth growth.\"
- Role
- Senior Associate at Strootaay Unlisted Brokers Llp
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
Experience
Senior Associate
Strootaay Unlisted Brokers Llp
Jan 2022 — Present · Chennai, IN
As a Senior Associate at Strootaay Unlisted Brokers LLP, I specialize in providing high-net-worth individuals (HNI), ultra-high-net-worth individuals (UHNI), and family offices with strategic investment advice in the unlisted shares, pre-IPO, and private equity sectors. My role involves managing complex client portfolios, conducting in-depth market research, and facilitating access to exclusive investment opportunities in unlisted companies and early-stage ventures.Key Responsibilities:Client Relationship Management: Cultivate and manage strong relationships with HNI, UHNI, and family office clients, delivering personalized advisory services based on their investment objectives and risk profiles.Market Research & Analysis: Provide in-depth research and analysis on unlisted shares, pre-IPO opportunities, and private equity investments to guide clients in making informed decisions.Investment Strategy: Advise clients on asset allocation and provide strategic recommendations for investments in private equity, pre-IPO companies, and other high-growth opportunities.Transaction Execution: Oversee and facilitate seamless transactions, ensuring compliance with regulatory requirements and timely execution of trades.Portfolio Management: Assist clients in building and diversifying their portfolios by identifying high-value investment opportunities in the unlisted and pre-IPO space.Networking & Deal Sourcing: Actively network within the financial industry to source new investment opportunities, staying ahead of market trends and identifying exclusive deals.At Strootaay Unlisted Brokers LLP, I am committed to providing comprehensive investment solutions tailored to the unique needs of our discerning clientele, helping them capitalize on private market opportunities and grow their wealth over time.
Education
Bishop Heber College
Bachelor of Science - BS, Computer Science
Anglia Ruskin University
Master of Business Administration - MBA, Business Administration and Management, General
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