We at Franklin Templeton are proud to be associated with FinEdge and their founders. They have been persistent, meticulous, resilient and have built this business brick by brick since 2011. While technology was available to scale the business, they also knew making informed investment decisions needed high touch. Hence, the choice for FinEdge was never about 'Technology or Humans' but always 'Technology and Humans' or Hutech.
This unique 'Bionic' business model christened as 'Dreams into Action (DiA)' investing platform, was a perfect answer for building a scalable, conversational, and personalized goal-based financial planning culture in the country. Their belief that 'Direction is more important than Speed' is highlighted by the fact that their team of Qualified Goal Planners provide unbiased recommendations to over 18,000 investors across 1600 Indian cities and 76 countries without sales or product targets.
President, Franklin Templeton India
Avi Satwalekar is President of Franklin Templeton Asset Management (India) Private Limited. In this capacity, he is responsible for leading Franklin Templeton's retail and institutional business in India.
Previously, Mr. Satwalekar was the Country Head of Malaysia and Chief Executive Officer (CEO) of Franklin Templeton Asset Management (Malaysia) Sdn. Bhd, and was responsible for developing the retail and institutional business in Malaysia. Aside from his responsibilities in Malaysia, Mr. Satwalekar continues to serve as Chairman of Vietcombank Fund Management (VCBF), a joint venture between Franklin Templeton and Vietcombank in Vietnam. Mr. Satwalekar was previously the CEO and CIO for VCBF based in Ho Chi Minh City. He oversaw the combined business and investment activities of the group and under his leadership, Franklin Templeton was one of the first asset managers to launch an open-ended retail fund in Vietnam in 2013.
Prior to his role in Vietnam, Mr. Satwalekar was a vice president, portfolio manager and research analyst for Franklin Portfolio Advisors (FPA), a division of FTPA. He was a member of the Franklin Small Cap Growth portfolio management team and was the lead manager for the private small cap accounts for FPA. Before that, Mr. Satwalekar was a vice president and research analyst for Franklin Equity Group, specialising in research analysis of the computer software industries and IT service companies.
Mr. Satwalekar joined Franklin Templeton in 1996 as a management trainee working on Franklin Convertible Securities Fund from March 1997 to June 1998. Prior to Franklin, he worked for DSP Merrill Lynch in the Debt Origination Group. Mr. Satwalekar received a Bachelor of Commerce from the University of Bombay, India and an M.B.A. in Finance from The Wharton School at the University of Pennsylvania. He is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society of San Francisco (CFASF).
More perspectives from senior mutual fund industry leaders on FinEdge's client-first, human-led and bionic investing approach.

Radhika Gupta
MD & CEO
Edelweiss Mutual Fund
Our partnership with FinEdge is on the verge of achieving its first century of AUM, with many more to come, along with a thriving SIP portfolio.Read full perspective

Kalpen Parekh
MD & CEO
DSP Mutual Fund
Indian investors have savings & aspirations.Read full perspective

Nilesh Shah
MD
Kotak Mahindra AMC
I congratulate FinEdge on its remarkable journey, truly making its mark in the financial world.Read full perspective

Saurabh Nanavati
CEO
Invesco Mutual Fund
We at Invesco extend our heartfelt congratulations to the FinEdge team on the momentous achievement of reaching INR 1,000 Cr of Assets Under Management.Read full perspective