Karthik G R
Private Banker @ Incred Wealth | HNI/UHNI Wealth Management | AIF, PMS & Structured Products | MBA, IIM-R
- Role
- Wealth Manager at InCred Wealth
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Karthik G R
I believe in the power of money to build long-lasting wealth, and I love helping value…
Experience
Wealth Manager
Apr 2025 — Present · Bengaluru, IN
End to end ownership on client-acquisition, relationship management and deals closing ( ticket size of USD 500K and above)• Advising and providing investment access to HNI\'s, NRI\'s, corporate treasuries and Family offices on differentiated asset classes across listed equities, private equities, and high-yield debt• Curated portfolio analysis to align with investment goals with appropriate risk : return ratio • Estate, Tax and Succession planning for family offices and UHNI\'s
Education
Indian Institute of Management Raipur
Master of Business Administration - MBA, Finance and Strategy
UVCE
Bachelor of Engineering - BE, Computer Science
2015 — 2019
MES College of Arts,Commerce and Science
Science
2013 — 2015
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