Pavan Karani
ACSI

Pavan is a CISI-qualified Wealth Advisor with over seven years of experience delivering bespoke financial solutions, specialising in portfolio construction, client acquisition, and holistic financial planning.

He holds a Bachelor of Science in Finance and Insurance from the University of Hartford (US), with a focus on Financial Management Services. Throughout his career, Pavan has built and managed diversified investment portfolios, guided clients through all stages of wealth planning, and consistently aligned strategies with their long-term objectives. He has also led business development training initiatives, mentoring both new and existing managers to enhance productivity and client engagement.

His core competencies include portfolio design and management, financial modelling, structured investment solutions, and comprehensive advice across pension, education, and retirement planning. Pavan brings proven expertise in negotiation, strategic planning, and client relationship management, with a strong focus on delivering measurable outcomes in complex, cross-border financial environments.