Meet Shivani Pathak
Introducing leading London-based Wealth Coach and Founder of Next Gen Wealth, Shivani Pathak. Grounded by her unique background and passion for her work, Shivani sets out to support her clients with navigating the everyday realities of wealth. In response to a growing demographic coined as rising wealth holders, she specifically works with corporate professionals, business founders, wealth inheritors, family business inheritors and women with wealth.
Shivani has enjoyed fourteen years of experience working in established and fast-growing organisations across the UK, US and India. She kickstarted her corporate career at the Estée Lauder Companies in New York in 2012, spending several years in the beauty industry working for senior leadership teams. After obtaining her MBA at NYU Stern School of Business, she transitioned to working directly with the founders of leading startups, backed by Rocket Internet, Gartner and Battery Ventures, helping them scale their companies in high-profile commercial roles.
Following a decade working in the consumer goods industry, Shivani pivoted her career, moving into a family enterprise setup where she supported the Principal with next-gen succession planning, intergenerational alignment and estate planning efforts. Driven by a deep personal interest in financial well-being and a genuine desire to help others, Shivani undertook extensive training in coaching psychology, financial coaching and financial literacy prior to launching her private coaching business.
In addition to her work with Next Gen Wealth, Shivani is a leading contributor to the Financial Times’ Financial Literacy and Inclusion Campaign, managing their education programs for the Indian market.
Qualifications
Certified Money Coach (CMC)
The Money Coaching Institute
MBA in General Management
NYU Stern School of Business
Certified Financial Coach
Wise Monkey Financial Coaching
MA in Marketing
ESCP Europe
Certificate in Leading the Family Office
IMD Switzerland
BA in History
University of Pennsylvania
The Transformative Nature of Wealth Coaching
“My journey into financial well-being has been rooted in my own experience. Thanks to well-planned financial education at home, I was fortunate to develop healthy financial habits during my childhood and teenage years. However, as I took on more financial responsibility in my early thirties, money started to cloud my personal and professional decision-making.”
“I sought out a money coaching expert to help me confront these emotions and I experienced a profound shift. Through coaching I learned to view money as a tool - something to be mastered in pursuit of my goals, rather than a source of fear or anxiety. As my relationship with money improved, so did my sense of self. The anxiety gave way to confidence, clarity and a deeper understanding of my own capabilities, values and path in life.
The experience unlocked a powerful energy that fuelled my productivity and sense of purpose. It inspired me to launch Next Gen Wealth - a place to transform one’s relationship with money in a safe and judgement-free manner.”