Karan Kandhari

Associate Partner

Bengaluru, Karnataka, India9 yrs experience

Key Highlights

Oversaw ₹170 crore AUM with 20+ family office clients.
Achieved ₹23.84 crore in fresh client assets.
Led establishment of new office and streamlined processes.

Stackforce AI infers this person is a Fintech expert specializing in wealth management and client relationship management.

Contact

Skills

Core Skills

Client ManagementFinancial Advisory

Other Skills

Strategic RelationshipsAUM GrowthInsurance SolutionsInternal Process StreamliningEconomic Trend MonitoringClient CommunicationTailored Financial StrategiesClient Relationship ManagementAsset GrowthFinancial PlanningInterpersonal SkillsClient EducationInvestment RecommendationsBusiness Process ManagementPeople Management

About

With extensive experience in wealth management, I currently serve as Vice President – Client Manager at Foresight Family Office, overseeing strategic relationships with over 20 family office clients and managing an AUM of ₹170 crore. My role focuses on providing 360-degree financial oversight across investments, succession planning, taxation, and risk management, with a commitment to delivering high service standards in collaboration with research, operations, and compliance teams. During my tenure, I have contributed significantly to AUM growth, adding ₹23.84 crore in fresh client assets and incremental SIP flows. I also supported the establishment of Foresight’s new office and played a key role in setting up critical internal processes. My expertise in business process management and attention to detail underpins my mission to empower clients with tailored financial solutions.

Experience

9 yrs

Total Experience

1 yr 9 mos

Average Tenure

2 mos

Current Experience

Peakalpha

Associate Vice President

Mar 2026 – Present · 2 mos · Bengaluru, Karnataka, India · Hybrid

Foresight family office

VP – Client Manager

May 2024 – Feb 2026 · 1 yr 9 mos · Bengaluru, Karnataka, India · On-site

I successfully oversaw client management and strategic relationships at Foresight Family Office, significantly enhancing client satisfaction and AUM growth.
Added ₹23.84 crore in fresh client assets and ₹10.93 lakh in incremental SIP flows in FY 2024–25.
Led the insurance desk, providing customized solutions and ensuring seamless policy servicing for clients.
Supported the establishment of Foresight’s new office, streamlining internal processes for improved efficiency.

Client ManagementStrategic RelationshipsAUM GrowthInsurance SolutionsInternal Process StreamliningFinancial Advisory

Credence family office

3 roles

Assistant Vice President - Client Relations

Promoted

Jul 2023 – May 2024 · 10 mos

Actively monitored economic trends to provide clients with informed advice on legislation and market conditions.
Advised clients on tax ramifications and economic outlooks impacting their financial well-being.
Fostered strong client relationships through effective communication and tailored financial strategies.

Financial AdvisoryEconomic Trend MonitoringClient CommunicationTailored Financial Strategies

Manager - Advisory

Promoted

Jan 2023 – Jul 2023 · 6 mos

I have successfully managed client relationships at Credence Family Office, focusing on HNI clients and their financial goals.
Acquired and deepened relationships by understanding client situations and lifestyle needs.
Achieved growth in assets under advisory, managing over 100+ CR in AUM.
Developed skills in client relationship management and financial advisory tailored to family offices.

Client Relationship ManagementFinancial AdvisoryAsset GrowthClient Management

Assistant Manager

Nov 2021 – Jan 2023 · 1 yr 2 mos

- Currently managing 20+ Family office clients, with an AUM of 50+CR

Client ManagementFinancial Advisory

Thrive wealth

Financial Advisor

Feb 2021 – Oct 2021 · 8 mos · Bengaluru, Karnataka, India

Managed multiple client relationships and specialised in financial planning
Helped with the development of RunRate App

Financial PlanningClient Relationship ManagementFinancial Advisory

Peakalpha investment services p ltd.

2 roles

Financial Advisor

Promoted

Jan 2019 – Feb 2021 · 2 yrs 1 mo · Bengaluru, Karnataka, India

Serviced and maintained a strong base of 80 - 100 financial planning customers and delivered sustainable business targets with consistent growth.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
Presented financial planning seminars for corporate employees, prospective investors, and students covering key aspects of financial literacy and financial freedom.
Achieved high client satisfaction ratings by building and nurturing strong-advisor client relationships. Leveraged a deep understanding of back-end operations to resolve any process bottlenecks and drive initiatives to a quick closure.

Client ManagementFinancial PlanningInterpersonal SkillsFinancial Advisory

Relationship Manager

Jun 2017 – Jan 2019 · 1 yr 7 mos · Bengaluru, Karnataka, India

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client's individual needs
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
Successfully studied and passed industry exams and certifications to obtain needed licensing for role.

Client EducationInvestment RecommendationsFinancial Advisory