WHO WE ARE

Challenging ourselves to provide unique insights to our clients

Karan Patodia, CFA, CAIA, FRM, SCR

Vice President

Indian 

Karan is the Vice President of Advisory and Origination at DCPLA. He is responsible for advising clients on topics such as product development/strategy optimisation, market positioning, track record, and nailing the pitch.

Karan holds a Master’s degree in Investment Banking and Capital Markets from the IESEG School of Management in France and a Bachelor’s degree in Financial Markets from Mumbai University in India.

He is a distinguished Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), and Sustainability and Climate Risk (SCR) charter holder. Additionally, Karan is a certified Bloomberg Specialist. His prior experience includes a role as an Analyst at Morgan Stanley.

Karan is proficient in English, has a working knowledge of German, and is fluent in several Indian regional languages, including Hindi, Gujarati, and Marathi.