Harikrishnan Kuppam

Professional Summary

Results-driven finance professional with over 10 years of experience in wealth management,

investment advisory, and private equity. Expertise in developing bespoke financial solutions,

structuring private equity deals, and driving client acquisition and retention. Proven ability to analyze market trends, execute financial strategies, and deliver exceptional value to high-net-worth and institutional clients.

Professional Experience

Wealth Manager - Argos Conseil, Paris, France (May 2024 – Present)

• Manage €50M+ in assets for high-net-worth clients, delivering personalized investment strategies.
• Collaborate with tax, legal, and estate planning professionals to provide comprehensive financial solutions.
• Conduct detailed portfolio reviews to optimize returns and minimize risks.

Investment Advisor - Flamium Capital, Paris, France (May 2020 – Present)

• Advised clients on private equity investments, alternative asset classes, and risk mitigation.
• Conducted market analysis and developed actionable insights for client portfolios.
• Led workshops to educate clients on advanced financial topics and market trends.

Investment Analyst - GEM Investment Group (Private Equity), Paris, France

(Oct 2019 – May 2020)

• Conducted financial modeling (LBO) and due diligence to support acquisition decisions.
• Prepared investment reports, pitchbooks, and presentations for private equity stakeholders.
• Contributed to structuring investment products aligned with market opportunities.

Relationship Manager - Kotak Mahindra Asset Management, Chennai, India

(Sep 2015 – Sep 2018)

• Increased client portfolio value by 30% through effective cross-selling of investment products.
• Onboarded high-value corporate clients into equity-linked and structured investments.
• Achieved a 95% client retention rate through exceptional relationship management.

Personal Banker - HDFC Bank Ltd, Chennai, India (Jan 2012 – Sep 2015)

• Delivered tailored financial solutions, achieving and exceeding sales targets.
• Successfully cross-sold financial products, including loans and investment options.
• Maintained compliance with banking regulations while addressing client needs.

Certifications

• Bloomberg Market Concept
• AMF Certification
• LBO Modeling