ABOUT
Shivani Pathak is a Certified Money Coach (CMC)® & Certified Financial CoachÂ
With over a decade of diverse experience across business and entrepreneurship, Shivani's 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 also founded a luxury fashion jewellery brand and worked closely with a family office in an operational role.
Today, she draws on this background—alongside her psychology-informed coaching training—to help her clients cultivate an empowered relationship with money and transform their lives.
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, she 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 coaching began with a personal turning point.
As someone who was fortunate to grow up in a home where financial education was thoughtfully instilled, I developed healthy money habits from a young age. However, in my late twenties, despite having strong practical skills I found certain life events and pressures left me feeling anxious and overwhelmed about money. Where money had once been a non-issue, it quickly became a very present part of my life, clouded by fear, pressure, and self-doubt.
After a few years of operating in this suboptimal state, I sought coaching, which changed everything. It helped me uncover the deeper roots of my money patterns and shift how I related to money. I learned to view money not as a source of stress, but as a tool to support living my values, goals, and life vision. With that change came a newfound feeling of personal power.
Through both lived experience and formal training, I’ve come to believe that a healthy financial psychology is foundational to accessing greater peace, productivity, and prosperity in life. That belief is what led me to commit to helping the next generation of business leaders and wealth inheritors transform their relationship with money - and from there Next Gen Money Coach was born.
— Shivani
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