Harikrishnan KUPPAM

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