Challenging ourselves to provide unique insights to our clients

Karan Patodia, CFA, CAIA, FRM

Vice President


Karan is a Vice President at DCPLA, responsible for supporting the advisory team across different tasks such as assisting in manager due diligence, drafting and writing of various aspects of the research reports, crafting of selective areas of the management presentations of our clients. He also works as a client relationship and product manager.

Karan attended master program in Investment Banking & Capital Markets at IESEG School of Management, France. He completed his Bachelor’s degree in Financial Markets at Mumbai University, India.

Karan is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charter holder. He has also completed Financial Risk Management (FRM) certification from the Global Association of Risk Professionals (GARP) and holds the charter for the same, and is also a certified Bloomberg specialist. Previously, Karan was working as an analyst at Morgan Stanley India.

He speaks English, basic German and various Indian regional languages such as Hindi, Gujarati and Marathi.