About

Harsh Pathak is a Management Trainee at Anand Rathi Wealth Management with a passion for financial planning, risk analysis, and wealth management. He completed his Masters in Business Administration from IIM Amritsar in 2020 and has since been working towards helping people meet their financial goals. Harsh is dedicated to helping busy professionals and families align their money with their life through financial planning. He takes a collaborative and comprehensive approach to financial planning, working together with his clients to build a plan that reflects their unique values, goals, and dreams. Harsh is committed to acting in his clients' best interests at all times and practices full disclosure. Harsh has experience working as a Summer Intern in the Business Research team at Sutherland Global Services Private Limited in Mumbai. He also served as a Placement Committee Member at IIM Amritsar. Harsh's education history includes a Masters in Business Administration from IIM, a Bachelor's degree from RKGIT, and Intermediate and High School degrees from St. Fidelis College, Lucknow, and City Montessori School, Lucknow, respectively. Harsh is a Research Scientist with 2.51 years of relevant experience. He is passionate about helping people achieve their financial goals and is committed to providing personalized, comprehensive advice to his clients.