Where the
Serious Come
to Become Exceptional.
Rigorous preparation for CFA®, FRM®, and NISM SIF — led by a practising CFA charterholder with decades of real-world wealth management experience.
Our Alumni Power Global Finance
And Have Studied At Top Institutions
ISB
IIM Ahmedabad
IIM Bangalore
IIM Calcutta
IIM Lucknow
IIM Indore
IIM Kozhikode
SIBM Pune
London Business School
Wharton
UPenn
HEC Paris
INSEAD
Columbia
Chicago Booth
WHU Germany
Frankfurt SchoolISBIIM AhmedabadIIM BangaloreIIM CalcuttaIIM LucknowIIM IndoreIIM KozhikodeSIBM PuneLondon Business SchoolWhartonUPennHEC ParisINSEADColumbiaChicago BoothWHU GermanyFrankfurt SchoolFinance Education
Built by a Practitioner
CapTech Academy is Pune's institution for serious finance professionals. We exist for one reason: to prepare motivated, committed aspirants for the world's most respected finance credentials — and for the careers those credentials open.
What sets us apart is not a marketing claim. It is the faculty. Our founder, H. K. Dwivedi, is a CFA charterholder who has spent decades in active wealth management. He has valued companies, managed portfolios, navigated credit cycles, and advised clients through markets. Every concept he teaches has been tested in the real world.
When you study equity valuation with us, you are learning from someone who has valued actual businesses. When you study risk, you are learning from someone who has managed it.
A veteran professional with a career spanning the automotive and manufacturing industry and extensive experience in wealth management. Mr. Dwivedi brings the rare combination of operational business experience and deep investment knowledge into the classroom.
Three Paths to
Global Credentials
Structured, rigorous preparation for the examinations that define careers in investment management, risk, and finance.
- CFA Level I — Financial Reporting & Analysis, Quantitative Methods, Economics, Ethics & Standards, Portfolio Basics, Fixed Income, Derivatives
- CFA Level II — Equity Valuation, Fixed Income Analysis, Derivatives & Alternatives, Advanced Portfolio Theory, Corporate Finance
- CFA Level III — Portfolio Management, Wealth Planning, Behavioral Finance, Risk Management, Asset Allocation
- FRM Part I — Risk Foundations, Quantitative Analysis, Financial Markets & Products, Valuation & Risk Models
- FRM Part II — Market Risk, Credit Risk, Operational Risk, Liquidity & Treasury Risk, Current Issues
- Indian securities markets structure — equity, debt, currency & commodities
- Regulatory framework: SEBI, AMFI, RBI — roles, functions, investor protection
- Mutual funds, portfolio services, financial planning & investor suitability norms
- Mandatory certification for investment advisors, distributors & research analysts
Four Reasons the
Serious Choose Us
Not promises. Structural advantages.
H. K. Dwivedi is not a coaching instructor who learned from textbooks. He is a CFA charterholder with decades of active wealth management practice. He has managed real portfolios, valued real companies, and navigated real market cycles. That experience is the classroom.
Every concept from fixed income duration to equity valuation multiples is anchored in current market examples from Indian and global markets. The CFA curriculum is not taught in isolation from reality.
We deliberately limit batch sizes. Not to create artificial scarcity — but because finance certification requires individual attention, doubt resolution, and the kind of mentorship that disappears in large classrooms.
The goal is not exam clearance. It is career transformation. From CA-to-investment-manager transitions, to fresh graduates entering asset management — we prepare you for the role, not just the result sheet.
The CapTech Method
Rigour, context, and repetition — the same principles that govern professional investment practice.
Every concept follows the proven HYN framework: Concept → Formula → Example → Trap. Deep understanding first, then mastery. Each note ends with the most common mistake candidates make on that topic.
Every topic is anchored to current market events — an Indian company's quarterly report, a RBI policy move, a global credit event. The curriculum breathes with the market, not just the textbook.
Full-length mocks with performance tracking — speed, accuracy, and weak-area diagnostics. Proprietary analytics identify exactly where you are losing marks and dynamically optimize your study plan.
Dedicated doubt-clearing sessions, study groups, and collaborative discussion forums. We stay with you from Level I through to Charterholder — not a one-and-done coaching relationship.
The CFA examination rewards those who understand finance deeply. Our job is to build that depth — the exam scores follow naturally.
CFA Level 3 —
Portfolio Manager
Training Program
"We don't teach CFA Level 3. We train you to think and act like a Portfolio Manager."
What Makes PMTP Different
Every session opens with a real L3-style portfolio scenario. You solve it first — IPS construction, rebalancing decisions — then we debrief together.
We teach HOW to write — not just what to study. Answer structure, command words, point-allocation. "Recommend · Justify · Evaluate" frameworks built into every class.
Equity, Fixed Income and Derivatives taught as one unified portfolio — never in silos. This is what Level 3 actually tests and what most coaches miss entirely.
Learn how real Portfolio Managers decide — incomplete data, competing objectives, time pressure. The real skill the exam is testing that no other coaching addresses.
Flash cards, formula sheets, concept maps. Built on the proven HYN cycle: Concept → Formula → Example → Trap. The most efficient path to exam readiness.
Three Phases to Mastery
- IPS construction & client objectives
- Capital Market Expectations (CME)
- Behavioral finance for real clients
- Asset allocation frameworks
- Equity, FI, Derivatives — integrated view
- Risk budgeting & overlay strategies
- Performance attribution & evaluation
- Essay answer framework drills
- High-yield notes revision sprint
- 3× full AM + PM mock exams
- Personal weak-area targeting
- Last-mile coaching + doubt clearing
Hear from the
Exceptional
Real feedback from candidates who embraced the rigour of CapTech Academy to transform their careers.
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Begin Your
Journey Here
Enrolment for the 2026 batch is open. Seats are deliberately limited to maintain the quality of instruction and individual attention that defines CapTech Academy. Three ways to begin:
- Free Masterclass: Attend a free session — why most candidates fail and exactly how to fix it. No commitment required.
- Demo Class: Experience a live case-based session. See the integrated teaching approach first-hand before enrolling.
- CFA Levels I, II & III: Any graduate or final-year student. No prior finance background required — seriousness is the only prerequisite.
- FRM Part I & II: Graduate in any discipline. Ideal for professionals targeting risk management roles at banks, NBFCs, and AMCs.
- CA/CMA/CS candidates: Bridging tracks available — accelerated schedules that leverage your existing accounting foundation for CFA/FRM prep.
- IT & Corporate Professionals: Study while working. Weekday (7–9 PM) and Weekend (9 AM–1 PM) batches. No career gap. CFA holders earn 25–40% more in finance vs equivalent IT roles.
We will respond within one working day with programme details and batch schedule.