ABOUT
Shivani Pathak is a Certified Money Coach (CMC)® & Certified Financial CoachÂ
With over a decade of experience across business and entrepreneurship, Shivani brings a deep understanding of the personal, professional, and financial pressures that ambitious women face.
Her career has spanned the US, UK, and India—working with leading global brands and fast-growing startups. She began her professional journey at Estée Lauder in New York, before moving into high-growth ventures backed by Rocket Internet, Gartner, and Battery Ventures. Shivani has also founded a luxury fashion label and worked closely with a family office in an operational role.
These experiences shaped her understanding of the complexities women encounter in building, managing, and inheriting wealth. Today, she draws on this background—alongside her psychology-informed coaching approach—to help women business leaders achieve lasting financial empowerment.
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QUALIFICATIONS
- Certified Money Coach (CMC) – The Money Coaching Institute
- Certified Financial Coach – Wise Monkey Financial Coaching
- Certificate in Leading the Family Office – IMD Switzerland
- MBA in General Management – NYU Stern School of Business
- MA in Marketing – ESCP Europe
- BA in History – University of Pennsylvania
Shivani is currently undergoing training in identifying and healing generational money trauma at the Family Constellation Institute.
In addition to her work at Next Gen Money Coach, Shivani is a contributor at the Financial Times Financial Literacy and Inclusion Campaign (FT FLIC) responsible for their India roll out.
MY STORY
My journey into financial well-being began with a personal turning point.
Growing up in a household where financial education was a priority, I developed healthy money habits early on. But in my late twenties, I began facing anxiety and pressure around money despite having a solid foundation of practical financial skills. My relationship with money became entangled with fear and self-worth, leaving me overwhelmed.
Seeking financial coaching transformed my approach. I uncovered the root causes of my money patterns and learned to view money as a tool to support my goals—rather than a source of stress. As my financial relationship evolved, so did my confidence and sense of purpose.
This transformation inspired me to launch Next Gen Money Coach, where I help other women experience similar shifts, empowering them to lead their financial lives with confidence, clarity and control.
– Shivani
