Nikhil Bhakta
Client Associate
Nikhil Bhakta is a Client Associate at TSG Wealth Management. Born in 2002 in Cypress, California, Nikhil developed an early interest in finance that led him to graduate Magna Cum Laude from Cal Poly San Luis Obispo with a Bachelor of Science in Finance in March 2024.
He began his career as an analyst in a technology banking group, specializing in lending to sponsor-backed enterprise software companies. This role provided him with a strong understanding of private and commercial debt markets, complex lending structures, and the analysis of venture and middle-market technology companies. His prior experience also includes serving as a summer financial analyst at a startup in West Hollywood and interning with TSG before officially joining the team.
At TSG, Nikhil appreciates the dynamic combination of client service and market analytics that keeps his role both challenging and rewarding. He values TSG’s collaborative team culture and the strong support system that helps professionals grow. Motivated by the industry’s career growth potential and endless learning opportunities, Nikhil is committed to building his expertise and network in wealth management.
Outside of work, Nikhil enjoys an active lifestyle—whether golfing, surfing, playing pickleball, basketball, or soccer. A passionate sports fan, he follows the Rams, Clippers, and Arsenal. Family is important to him, and he enjoys life in Cypress with his older brother and Labrador, Maya.