Kartik Hariharan
Wealth Manager AVP @Motilal Oswal Financial Services Ltd
Mumbai, MH, IN
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2024 — Present
Wealth Manager AVP @Motilal Oswal Financial Services Ltd
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Mumbai, IN
Managing 100 cr+ Aum for HNI and UHNI clients. Skilled in comprehensive wealth planning, investment advisory across equity, mutual funds, PMS, AIFs, and unlisted opportunities. I focus on building trust-driven relationships and aligning financial strategies with clients\' long-term goals.
EDUCATION
N/A
SIES College of Management Studies - India
Bachelor in Management Studies, Marketing and Finance
2007 — 2008
SIES College of Management Studies - India
MBA in Banking and Finance , Banking and Finance
SKILLS
MisBusiness DevelopmentRemittance ProcessingFinancial AnalysisCredit AnalysisPortfolio ManagementRetail BankingBankingRisk ManagementTeam ManagementService QualityCredit RiskBusiness StrategyForeign ExchangeVendor ManagementMarket ResearchBranch Banking
ABOUT KARTIK HARIHARAN
At Motilal Oswal Financial Services Ltd, our team is dedicated to providing personalized…
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