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Prathamesh Adhikari, CFA, CPWM

Prathamesh Adhikari, CFA, CPWM

Followers of Prathamesh Adhikari, CFA, CPWM320 followers
location of Prathamesh Adhikari, CFA, CPWMNashik, Maharashtra, India

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  • Timeline

  • About me

    Finance Student for Life

  • Education

    • Vishwakarma Institute Of Technology

      2013 - 2017
      Bachelor of Technology - BTech Production Engineering

  • Experience

    • SWS FINANCIAL SOLUTIONS PRIVATE LIMITED

      Aug 2017 - now

      • Chief Investment Officer

        Jan 2020 - now

      • Product Research Head

        Aug 2018 - Dec 2019

      • Customer Relationship Manager

        Aug 2017 - Jul 2018

  • Licenses & Certifications

    • NISM VA Mutual Fund Distributors Certification

      National Institute of Securities Markets (NISM)
      Nov 2023

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2018
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2019
      View certificate certificate

    • NISM XXI-A PMS Distributors Certification

      National Institute of Securities Markets (NISM)
      Jan 2023

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Feb 2022

    • Chartered Private Wealth Manager

      CIEL - Center For Investment Education and Learning
      May 2022