Karthik V T Email & Phone Number

Bengaluru, Karnataka, India

• Developed comprehensive financial plans tailored to the unique needs of high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (Ultra HNWI).
• Assessed clients' financial situations and goals to create personalized budgeting strategies.
• Provided strategic advice on asset allocation and risk management to optimize clients' financial health.
• Analysed clients' investment portfolios to ensure alignment with their financial goals and risk tolerance.
• Utilized advanced financial modelling techniques to forecast future financial scenarios and adjust plans accordingly.
• Advised clients on the selection of mutual funds, portfolio management services (PMS), and alternative investment funds (AIFs) to diversify their investments.

Bengaluru, Karnataka, India

• Conducted thorough financial analysis of tax returns and financial statements for high-networth individuals in the Detroit market.
• Identified potential areas of tax liability and saving clients an estimated $50k in taxes.
• Managed multiple client accounts and financial reporting to IRS using various tax software programs.
• Completed an average of 50 accurate and error -free returns per month and tax forecast with a 98% satisfaction rating from clients.
• Demonstrated proficiency in accounting practices and financial analysis to ensure accurate tax returns and maintain financial integrity.
• Led Year End Pre-Engagement project to establish new client engagements for the upcoming year. Managed team conducted status check calls, and consistently updated engagement teams in the US on project progress and.

Kochi, Kerala, India

• Conducted thorough pre-product launch market research analysis on Avatar Thermal Eye, resulting in identifying untapped customer segments and potential revenue increase by 15%.
• Collaborated with the sales team to develop a compelling sales pitch, showcasing independent research and strategic planning abilities.
• Provided valuable input on devising marketing strategy and frameworks for Avatar thermal eye, including targeted advertising campaigns and social media outreach, resulting in a 20% increase in website traffic and.

Kochi, Kerala, India

• Identified and collaborated with 10 micro-influencers to expand brand reach and drive sales, generated significant social media following, resulting in over 500k users reached and $50k in sales, and achieving a.
• Prepared reports and presented findings to management, highlighting the impact of social media marketing efforts.

Kochi, Kerala, India

• Developed and executed investment strategies for a diverse portfolio of clients with a focus on equity and derivative trading, resulting in an average annual return of 12%.
• Conducted thorough market research and analysis to identify investment opportunities and mitigate risks.
• Maintained accurate documentation of client transactions, financial statements and investment records with respect to RBI and SEBI regulatory guidelines.
• Implemented successful lead generation and tactics using CRM systems that resulted in a 20% increase in customer engagement and generated over $20K in new business revenue.