Karnika Prakash
New Delhi
Summary
Wealth management professional with 1.5+ years of experience at 360 ONE Wealth, supporting HNI/UHNI portfolios and relationship managers across multi-asset investments. Experienced in investment product analysis, portfolio reviews and investment proposal development across Mutual Funds, PMS, AIFs, fixed income and structured products. Strong understanding of investment solutions, asset allocation and financial markets, with exposure to client interactions and investment discussions. Seeking to leverage product expertise and analytical skills in a sales-oriented wealth management role.
Overview
2
2
Languages
1
1
Certification
3
3
years of post-secondary education
2
2
years of professional experience
Work History
Assistant Manager
360 One Wealth & AMC
Delhi
04.2025 - Current
- Engaged with 100+ HNI/UHNI clients, translating portfolio requirements into tailored investment discussions across multiple asset classes.
- Delivered 1,000+ portfolio reviews and investment proposals across a ₹3,000 Cr+ AUM book, supporting investment planning and product discussions.
- Identified cross-asset investment opportunities and supported proposals that resulted in ₹700 Cr+ of client investments across Mutual Funds, PMS, AIFs, Structured Products, REITs, InvITs and Commodities.
- Mapped client objectives to suitable investment instruments, supporting asset-allocation decisions and portfolio rebalancing opportunities.
- Translated market developments and product updates into actionable client insights, supporting timely investment reviews and informed portfolio decisions..
Education
Bachelor of Science - Zoology
Gargi College, Delhi University
Delhi, India 06.2020 - 03.2023
Delhi Public School
Noida, IndiaSkills
- HNI/UHNI Wealth Management
- Investment Product Sales Support
- Client Relationship Management
- Cross-Selling and Upselling
- Financial Markets Analysis
- Portfolio Analysis & Asset Allocation
- Investment Advisory
- Investment Product Knowledge
- Financial Planning
Languages
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2
Certification
- NISM Series V-A: Mutual Fund Distributors Certification — National Institute of Securities Markets (NISM) | October 2026
- CFA Institute Investment Foundations Certificate — CFA Institute | January 2026
Timeline
Assistant Manager
360 One Wealth & AMC
04.2025 - Current
Bachelor of Science - Zoology
Gargi College, Delhi University
06.2020 - 03.2023
Delhi Public School