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).
A separate relationship
Alongside the perspective above, Avinash Satwalekar has written investment articles exclusively for FinEdge under their own byline. See Avinash Satwalekar's contributor profile.
12 Feb 20246 min read
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Read articleIndustry Experts on Investing brings together articles about investing, written for FinEdge by external experts. Industry Leaders on FinEdge presents attributable views about FinEdge, shared by senior industry leaders. The same person may appear in both collections in these different roles.
More attributed views from senior mutual fund industry leaders on FinEdge's client-first, human-led and technology-enabled investing approach.

Radhika Gupta
MD & CEO
Edelweiss Mutual Fund
FinEdge's commitment to delivering elite service and their focus on putting clients first, distinguishes them in the industry.Read full perspective

Kalpen Parekh
MD & CEO
DSP Mutual Fund
Being digital is easy, building trust in digital is not.Read full perspective

Nilesh Shah
MD
Kotak Mahindra AMC
Its unique 'Bionic' business model brilliantly blends human expertise with cutting-edge technology, enabling a more efficient, personalized approach to investing.Read full perspective

Saurabh Nanavati
Managing Director and Chief Executive Officer
Invesco Asset Management (India) Pvt. Ltd.
FinEdge's relentless commitment to excellence, their proprietary 'Dreams into Action' investing platform and outstanding client centric approach has played a pivotal role in this remarkable achievement.Read full perspective