Rajan Pathak Location

India

Rajan Pathak Work

  • 2013 - 2017 President and Business Head @ IFAN Finserv Pvt. Ltd. ( Erstwhile ING Financial Services Pvt. Ltd.)
  • 2005 - 2013 Executive Vice President and Business Head @ Optimix
  • 2006 - 2007 Head - Business Development @ ING INVESTMENT MANAGEMENT, OPTIMIX DIVISION
  • 2002 - 2005 Senior Vice President @ RR Financial Services Pvt Ltd.
  • 2000 - 2002 Territory Manager Retail Sales- North @ DBS Cholamanadalam AMC Pvt Ltd
  • 1995 - 2000 Senior Branch Manager @ Bajaj Capital Ltd

Rajan Pathak Education

  • American Academy of Financial Management

    Chartered Trust & Estate Planner - CTEP

    2013 - 2014
  • American Academy of Financial Management

    Chartered Wealth Manager - CWM

    2012 - 2013
  • Delhi University

    B Com (Commerce)

    1992 - 1995
  • Delhi University

    1992 - 1995

Rajan Pathak Skills

  • Strategic Financial Planning
  • Investment Advisory
  • Financial Services
  • Team Management
  • New Business Development
  • Investments
  • Retail
  • Equities
  • Mutual Funds
  • Business Development

Rajan Pathak Summary

Rajan Pathak, based in India, is currently a MD and CEO - Founder at Adapt Fintech Advisors Private Limited. Rajan Pathak brings experience from previous roles at Adapt Fintech Advisors, IFAN Finserv Pvt Ltd ( Erstwhile ING Financial Services Pvt Ltd ), IFAN Finserv Pvt. Ltd. ( Erstwhile ING Financial Services Pvt. Ltd.) and ING Financial Services Pvt Ltd. - OptiMix. Rajan Pathak holds a 2013 - 2014 Chartered Trust & Estate Planner - CTEP @ American Academy of Financial Management. With a robust skill set that includes Strategic Financial Planning, Investment Advisory, Financial Services, Team Management, New Business Development and more. Rajan Pathak has 1 emails and 2 mobile phone numbers on RocketReach.
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