Prathiksh Madhavan

Portfolio Manager HNI at Kotak Mahindra Bank || MBA- Marketing || NMIMS Bangalore

Role
Portfolio Manager at Kotak Mahindra Bank
Location
Chennai, TN, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Prathiksh Madhavan

Wealth Manager at Nuvama Wealth. I help individuals and families build long-term…

Experience

  1. Portfolio Manager

    Kotak Mahindra Bank

    Jun 2024 — Present · Chennai, IN

    HNI Portfolio Manager at Kotak Mahindra Bank managing ₹62 crore AUM with 150+ HNI clients. Generate ₹1.5 crore+ annual revenue through strategic investment advisory and mutual fund sales, focusing on wealth creation and portfolio diversification to optimize client returns.

Education

  • SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

    Master of Business Administration - MBA

    2022 — 2024

  • Sri Venkateswara College of Engineering

    Bachelor of Engineering - BE

    2016 — 2020

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Prathiksh Madhavan — Portfolio Manager at Kotak Mahindra Bank in Chennai, TN, IN | Unifers