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.
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.
Structured, rigorous preparation for the examinations that define careers in investment management, risk, and finance.
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.
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.
"We don't teach CFA Level 3. We train you to think and act like a Portfolio Manager."
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.
Real feedback from candidates who embraced the rigour of CapTech Academy to transform their careers.
"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat."
"Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum."
"Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo."
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:
We will respond within one working day with programme details and batch schedule.