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Vivekh Pathak, (Wealth Architect) Email & Phone Number

Qualified Personal Finance Professional, Certified Financial Goal Planner, Mutual Fund Distributor, Insurance Sub-broker at Finance and You

Location: Gurgaon, Haryana, India 7 work roles 5 schools

1 phone found area 989 LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 100%

Current company

Finance and You

Role

Qualified Personal Finance Professional, Certified Financial Goal Planner, Mutual Fund Distributor, Insurance Sub-broker

Location

Gurgaon, Haryana, India

Who is Vivekh Pathak, (Wealth Architect)? Overview

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Quick answer

Vivekh Pathak, (Wealth Architect) is listed as Qualified Personal Finance Professional, Certified Financial Goal Planner, Mutual Fund Distributor, Insurance Sub-broker at Finance and You, based in Gurgaon, Haryana, India. AeroLeads shows phone signal with area code 989 and a matched LinkedIn profile for Vivekh Pathak, (Wealth Architect).

Vivekh Pathak, (Wealth Architect) previously worked as Founder at Finance And You and Founder at Finance And You. Vivekh Pathak, (Wealth Architect) holds Certified Financial Planner, Personal Financial Planning from Financial Planning Standards Board.

Profile bio

About Vivekh Pathak, (Wealth Architect)

I am Vivekh Pathak, seasoned personal finance professional, empowering students, salaried professionals, self employed professionals and business owners to achieve financial independence and security. With over 20 years of experience in the Personal Finance and Wealth Management field, I help clients create personalized financial plans that align with their short and long-term goals, optimize their cash flow, and diversify their income streams.My expertise spans a range of investment products, including mutual funds and insurance, as well as holistic financial solutions, such as retirement corpus planning, education funding, marriage corpus planning, and risk management. My ultimate goal is to guide 100,000 individuals toward generating a wealth of 10 crores each, transforming lives through financial education and strategic planning. Whether you are looking to kickstart your investment journey, secure your income-generating assets, or craft a solid financial future, I am here to provide guidance backed by real-world experience. Let's connect and explore the world of finance, investments, and insurance.

Listed skills include Portfolio Management, Business Development, Retail Banking, Team Management, and 33 others.

Current workplace

Vivekh Pathak, (Wealth Architect)'s current company

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Finance And You

Qualified Personal Finance Professional, Certified Financial Goal Planner, Mutual Fund Distributor, Insurance Sub-broker

7 roles

Vivekh Pathak, (Wealth Architect) work experience

A career timeline built from the work history available for this profile.

Founder

Current

Finance And You

Gurugram, Haryana, India

✅ 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘼𝙨𝙨𝙚𝙨𝙨𝙢𝙚𝙣𝙩 𝙖𝙣𝙙 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜: Thorough analysis informs tailored financial plans for short and long-term objectives.✅ 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝙒𝙚𝙖𝙡𝙩𝙝 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩: Personalized portfolios aligning with risk profiles and goals optimize growth potential.✅ 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝘾𝙤𝙧𝙥𝙪𝙨 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 𝙖𝙣 𝙙 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩: Strategies secure retirement funds, ensuring financial stability.

Apr 2012 - Present

Founder

Current

Finance And You

Gurgaon, Haryana, India

🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙒𝙚𝙖𝙡𝙩𝙝 𝙋𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡 | 𝘾𝙧𝙖𝙛𝙩𝙞𝙣𝙜 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙁𝙪𝙩𝙪𝙧𝙚𝙨 🌟📊 𝐀𝐫𝐞𝐚𝐬 𝐎𝐟 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞✅ Wealth Management Strategies✅ Holistic Financial Planning✅ Tailored Retirement Corpus Planning✅ Prudent Retirement Corpus Management✅ Navigating Overseas Higher Education Funding✅ Paving the Way for Your Children's Marriage Corpus✅ Strategic Investment Planning✅ Advanced Asset.

Mar 2014 - Present

Branch Operations Manager - Senior Manager

Hdfc Bank

New Delhi

Managing branch banking operations.

Mar 2011 - Aug 2012

Backup-Branch Manager / Personal Banking Authorizer

Hdfc Bank

New Delhi

Heading a team of Personal Bankers (Relationship Handling) responsible for sales.

Dec 2008 - Aug 2011

Personal Banker/ Demat Authorizer

Hdfc Bank

New Delhi Area, India

Manage and Service HNI Clients.

Mar 2006 - Dec 2008

Teller/Teller Authoriser

Hdfc Bank

New Delhi

Teller Operations - Cash Management, Clearing Operations, Issuance of Drafts, Morning and Evening report checking like BJR checking, ATM Loading. Monitoring and Authorizing of High Value Transactions

Mar 2005 - Mar 2006

Financial Services Consultant

Icici Prudential Life Insurance Company Limited

New D

Cross-sell and upsell of Life insurance products.

Jun 2004 - Mar 2005

5 education records

Vivekh Pathak, (Wealth Architect) education

Certified Financial Planner, Personal Financial Planning

Financial Planning Standards Board

# Financial Planning # Retirement Planning # Contingency Planning # Goal Based Investments # Advanced Asset Allocation (Mutual Funds) #.

Nism Series-V-A: Mutual Fund Distributors Certification, Investments And Securities

National Institute Of Securities Markets (Nism)

Activities and Societies: Financial Planning Certifications from National Institute of Securities Markets: NISM Series-V-A: Mutual Fund.

Pgdm, Dual Majors In Marketing And Insurance

Amity Business School

Activities and Societies: Debate, Sports, Placement Completed PGDM from Amity Business School with Dual Majors in Marketing and Insurance.

B. Com (Hons), Commerce

Motilal Nehru College Delhi University

Activities and Societies: Football Team Studies B.Com (Hons)

Schooling Commerce

Saint Francis De Sales, Janak Puri, New Delhi

Activities and Societies: Sports, School Band, Annual Meet Studied Commerce

FAQ

Frequently asked questions about Vivekh Pathak, (Wealth Architect)

Quick answers generated from the profile data available on this page.

What company does Vivekh Pathak, (Wealth Architect) work for?

Vivekh Pathak, (Wealth Architect) works for Finance and You.

What is Vivekh Pathak, (Wealth Architect)'s role at Finance and You?

Vivekh Pathak, (Wealth Architect) is listed as Qualified Personal Finance Professional, Certified Financial Goal Planner, Mutual Fund Distributor, Insurance Sub-broker at Finance and You.

What is Vivekh Pathak, (Wealth Architect)'s phone number?

AeroLeads has found 1 phone signal(s) with area code 989 for Vivekh Pathak, (Wealth Architect) at Finance and You.

Where is Vivekh Pathak, (Wealth Architect) based?

Vivekh Pathak, (Wealth Architect) is based in Gurgaon, Haryana, India while working with Finance and You.

What companies has Vivekh Pathak, (Wealth Architect) worked for?

Vivekh Pathak, (Wealth Architect) has worked for Finance And You, Hdfc Bank, and Icici Prudential Life Insurance Company Limited.

How can I contact Vivekh Pathak, (Wealth Architect)?

You can use AeroLeads to view verified contact signals for Vivekh Pathak, (Wealth Architect) at Finance and You, including work email, phone, and LinkedIn data when available.

What schools did Vivekh Pathak, (Wealth Architect) attend?

Vivekh Pathak, (Wealth Architect) holds Certified Financial Planner, Personal Financial Planning from Financial Planning Standards Board.

What skills is Vivekh Pathak, (Wealth Architect) known for?

Vivekh Pathak, (Wealth Architect) is listed with skills including Portfolio Management, Business Development, Retail Banking, Team Management, Banking, Strategic Financial Planning, Analysis, and Financial Planning.

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Vivekh Pathak, (Wealth Architect) Email & Phone Number

Contact Signals · 1 phone

Who is Vivekh Pathak, (Wealth Architect)? Overview

About Vivekh Pathak, (Wealth Architect)

Vivekh Pathak, (Wealth Architect)'s current company

Vivekh Pathak, (Wealth Architect) work experience

Founder

Founder

Branch Operations Manager - Senior Manager

Backup-Branch Manager / Personal Banking Authorizer

Personal Banker/ Demat Authorizer

Teller/Teller Authoriser

Financial Services Consultant

Vivekh Pathak, (Wealth Architect) education

Certified Financial Planner, Personal Financial Planning

Nism Series-V-A: Mutual Fund Distributors Certification, Investments And Securities

Pgdm, Dual Majors In Marketing And Insurance

B. Com (Hons), Commerce

Schooling Commerce

Frequently asked questions about Vivekh Pathak, (Wealth Architect)

What company does Vivekh Pathak, (Wealth Architect) work for?

What is Vivekh Pathak, (Wealth Architect)'s role at Finance and You?

What is Vivekh Pathak, (Wealth Architect)'s phone number?

Where is Vivekh Pathak, (Wealth Architect) based?

What companies has Vivekh Pathak, (Wealth Architect) worked for?

How can I contact Vivekh Pathak, (Wealth Architect)?

What schools did Vivekh Pathak, (Wealth Architect) attend?

What skills is Vivekh Pathak, (Wealth Architect) known for?