Sharan Nandakumar
Associate Principal at 360 ONE Wealth | Bengaluru, Karnataka, India
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Sharan Nandakumar serves as a Senior Analyst at 360 ONE Wealth, where he plays a pivotal role in servicing advisory clients with assets under management (AUM) exceeding USD 1 million (INR 8 crore). With a robust client base managing over INR 6,000 crore, Sharan is adept at fostering end-to-end service relationships that prioritize client satisfaction and investment success. His expertise lies in capital market operations, where he skillfully handles Loan Against Securities (LAS) disbursal, stock transfers, pledging, lien removal, and interest calculations, ensuring that all transaction documentation is processed with precision.
In his role within Wealth Client Relations, Sharan excels in portfolio creation and investment planning, employing an opportunistic approach to build long-term investment portfolios tailored to individual and corporate clients. His strategic mindset allows him to implement effective asset allocation strategies that diversify portfolios, mitigate risks, and enhance returns. Sharan is also responsible for creating comprehensive client proposals that reflect a deep understanding of market trends and client needs, further solidifying his reputation as a trusted advisor.
His proficiency in financial analysis, project management, and business process improvement, combined with his creativity and market research skills, enables him to develop customized investment strategies that align with clients' financial goals. By leveraging tools like Microsoft Office and MS Project, Sharan ensures that all aspects of portfolio review and analysis are executed seamlessly, driving value for clients and reinforcing 360 ONE Wealth's commitment to excellence in wealth management.
Associate Principal at 360 ONE Wealth in April 2025 to Present
Lead Analyst at 360 ONE Wealth in September 2024 to June 2025
Senior Analyst at 360 ONE Wealth in September 2022 to January 2025
Business Owner at Inscribed in January 2017 to January 2024
Senior Manager at 360 ONE Wealth in March 2018 to August 2022
Senior Executive at iGate in September 2010 to August 2015
Process associate at Tata Consultancy Services in August 2007 to December 2007
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The Australian National University, Master of Professional Accounting Master, October 2026
The Australian National University, Masters of financial management, October 2026
Bangalore University, B.com, October 2026
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Communication
Analytical Skills
Analysis
MS Project
PMO
Project Management
Management
Business Analysis
Accounting
Forecasting
Business Process Improvement
Finance
Risk Management
Team Management
Teamwork
Financial Analysis
Banking
Microsoft Office
Business Strategy
Microsoft Project
Market Research
Microsoft Excel
Creativity Skills
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Discover more about 360 ONE WealthWhat is Sharan Nandakumar email address?
Email Sharan Nandakumar at [email protected] and [email protected]. This email is the most updated Sharan Nandakumar's email found in 2026.
How to contact Sharan Nandakumar?
To contact Sharan Nandakumar send an email to [email protected] or [email protected]. (updated on November 09, 2024)
What company does Sharan Nandakumar work for?
Sharan Nandakumar works for 360 ONE Wealth
What is Sharan Nandakumar's role at 360 ONE Wealth?
Sharan Nandakumar is Associate Principal
What is Sharan Nandakumar's Phone Number?
Sharan Nandakumar's phone (**) *** *** 384
What industry does Sharan Nandakumar work in?
Sharan Nandakumar works in the Investment Banking industry.
Sharan Nandakumar Email Addresses
Sharan Nandakumar Phone Numbers
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