2022
Chartered Financial Analyst (CFA)
Completed the CFA qualification, CFA Institute.
Leadership at SWS
Prathamesh Raghuvir Adhikari
Chief Investment Officer
SWS Fintech Services Pvt. Ltd.
Leads mutual fund research at SWS, bringing the rigour of the CFA programme and an engineer's analytical mindset to portfolio decisions.
About Prathamesh
Research that serves goals.
Prathamesh Raghuvir Adhikari is the Chief Investment Officer of SWS Fintech Services Pvt. Ltd. Since 2020 he has headed research for the mutual fund portfolios that SWS builds for its clients.
He joined SWS in 2017 as a Customer Relationship Manager, working directly with clients on financial planning and helping develop the firm's mutual fund scheme selection process. In 2019 he interned with HDFC Asset Management Company in Mumbai.
He completed the Chartered Financial Analyst (CFA) programme in 2022 and holds a B.Tech in Production Engineering from Vishwakarma Institute of Technology, Pune, where he ranked first in his department.
Areas of expertise
- Mutual fund research
- Equity valuation
- Economics
- Portfolio construction
- Customer relationship management
Education & learning
Qualifications & certifications
2023
NISM Series XXI-A
Portfolio Management Services (PMS) Distributors certification.
2020
NISM Series V-A
Mutual Fund Distributors certification.
2013 – 2017
B.Tech, Production Engineering
Vishwakarma Institute of Technology, Pune. CPI 9.39; rank 1 in the department over four years. Major project: ISRO-sponsored work on friction stir welding.
Professional journey
Career path
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2020 – present
Chief Investment Officer
SWS Fintech Services Pvt. Ltd.
Heads research for mutual fund portfolios.
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Sep – Dec 2019
Project Intern
HDFC Asset Management Company Ltd., Mumbai
Historical analysis of mutual fund schemes against benchmark indices, comparison of global and Indian index performance, and financial modelling of two listed companies.
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2017 – 2019
Customer Relationship Manager
SWS Financial Solutions Pvt. Ltd., Nashik
Client interaction and financial planning, developing the mutual fund scheme selection process and building mutual fund portfolios.
Recognition & contribution
Achievements along the way
- Ranked first in the Production Engineering department at VIT Pune on a four-year aggregate.
- Started a Financial Literacy Club in engineering college and served on the core committee of the Speakers Club.
- Head of the Production and Industrial Students Association.
Beyond work
Curious, creative, collaborative.
In college Prathamesh took part in many intra-college events, including UV Act, street plays and drama.
- Equity markets
- Economics
- Drama & street plays
- Public speaking
Languages: English, Hindi and Marathi
Start a conversation
Connect with Prathamesh or speak with the SWS team about your goal based investments and insurance.