Kaushik Prabhakaran

WORK HISTORY

EDUCATION

ABOUT KAUSHIK PRABHAKARAN

I am currently working with WealthWorks Pvt Ltd, a boutique wealth management firm, as an Assistant Manager – Investment Services. In this role, I also function as a Relationship Manager, partnering with clients to understand their financial goals and guiding them with tailored investment and wealth management strategies. My focus is on building long-term client relationships, providing personalized solutions, and helping individuals and families secure their financial future.I am a SEBI-registered Mutual Fund Advisor (NISM Series V-A certified, scored 83%), enabling me to offer compliant, effective, and well-structured investment solutions. I am actively involved in investment advisory, financial planning, portfolio management, and delivering seamless client experiences.Previously, I gained experience in finance and taxation through internships and part-time roles, including payroll tax auditing, GST filing, and accounting support for clients across industries. These experiences strengthened my understanding of compliance, financial reporting, and regulatory processes.With expertise across wealth management, taxation, and auditing, I bring a blend of analytical skills, regulatory knowledge, and client-focused advisory to my work. I am passionate about helping clients make informed financial decisions and guiding them toward long-term financial security.