Karan Patodia, CFA, CAIA, FRM, SCR
Karan Patodia is Director at DC Placement Advisors, where he plays a key role in fund advisory, deal origination, and product management across private market strategies.
Before joining DCPLA in 2018, he worked in the Investment Banking Division at Morgan Stanley, gaining experience in complex capital markets transactions and institutional relationship management.
He holds a Master’s degree in Investment Banking and Capital Markets from the IESEG School of Management in France.
Expertise Across Investment Banking and Private Markets
Karan is a multi-charterholder, including:
CFA – Chartered Financial Analyst
CAIA – Chartered Alternative Investment Analyst
FRM – Financial Risk Manager
SCR – Sustainability and Climate Risk (GARP)
He also holds the CFA Institute’s Certificate in ESG Investing (2024).
Karan is fluent in English and Hindi and has working proficiency in German (B1 level). He brings analytical depth, a global perspective, and a strong commitment to sustainable value creation.
Let’s Talk
Whether you’re preparing your next fund, exploring new markets, or seeking a trusted Placement Agent for alternative investments — we’re here to guide the journey.