
Ishu Sikaria
Wealth Management Analyst | Client Operations Specialist | Chartered Wealth Manager® (CWM) Certified
- Group:Executive Advisor Team
- Location:India
Ishu Sikaria
Wealth Management Analyst | Client Operations Specialist | Chartered Wealth Manager® (CWM) Certified
Ishu Sikaria is an adaptive finance professional with emerging expertise in wealth advisory, client operations, and personal financial planning. With a global outlook and a growing track record in both front- and back-office functions, Ishu brings strong interpersonal skills, analytical acumen, and operational precision to the evolving world of international finance.
Currently serving as an Operations Officer at PK Network Pvt. Ltd. in Kolkata, Ishu manages a range of personal finance services including tax planning, estate planning, and investment account setup. He is responsible for KYC onboarding, liaising with Asset Management Companies (AMCs), and coordinating account-level processes to ensure smooth client servicing and regulatory compliance. His role also extends to driving marketing campaigns and promotional messaging designed to enhance brand presence and client engagement.
Ishu recently passed the prestigious Chartered Wealth Manager® (CWM) examination, further demonstrating his commitment to professional development and his interest in long-term client-centered advisory. His approach blends a deep respect for fiduciary responsibility with a keen interest in financial innovation and cross-border investment dynamics.
Multilingual in English, Hindi, Macedonian, and Bengali, Ishu thrives in culturally diverse environments and is open to global relocation. With a proven ability to contribute meaningfully to inclusive teams and an eagerness to grow within international financial hubs such as the Netherlands, he brings both flexibility and ambition to roles across wealth management, financial planning, and investment analysis.