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About Us

The directors of SWAB have 50 years of combined experience in the asset management / investment sector, bringing with them their experiences from some of the best in class national and global asset management / investment management firms like Fidelity, Merrill Lynch, Templeton, SBI, and Tata, to name a few. 

Janak Shah, Director
Janak has been in the financial services industry for over the past 22 years. Prior to forming SWAB, Janak worked in one of Pune’s oldest brokerage firm which was also the largest distributor of mutual fund products. His responsibilities included providing services to retail and corporate investors for deployment of short term / long term surplus funds.

Prior to that, Janak was the Business Development Officer, Hire Purchase Division at Bajaj Auto Finance Ltd., Pune. His responsibilities included devising consumer driven hire purchase schemes and overlooking their implementation, developing the hire purchase business through the dealer network of the company, and negotiating with commercial buyers for bulk orders.

Janak is a member of The Association of Mutual Funds in India (AMFI).  He has a Masters in Business Administration (MBA) from Symbiosis Institute of Business Management, Pune (1988) and a Bachelor of Commerce (B. Com) from Brihan Maharashtra College of Commerce, Pune (1986).

Amit Bivalkar, Director
Amit has been working in the financial services industry for over the past 14 years. Prior to forming SWAB, Amit was the Regional Head – Sales, West & East India with AIG Investments. During this period, Amit and his team successfully launched 5 funds since the inception of the company, completed 2000 broker empanelments in Western India and ensured that the region contributed 45% of assets mobilized across all product categories. Prior to this, Amit was the Area Sales Head, Fidelity International, Mumbai where his responsibilities included overall management of the retail and banking channels in Mumbai. During this period, Amit and his team successfully completed two new fund offers and were recognized with the Best Sales Team Award in 2006.

Prior to this, Amit was Assistant Vice President, Sales & Distribution, DSP Merrill Lynch Fund Managers Ltd., where he was responsible for rest of Maharashta, Madhya Pradesh, Chattisgarh and Goa before moving to the Bangalore office of DSP Merrill Lynch Fund Managers Ltd. During this period, Amit increased the fund’s market share in the region from 0.01% to 6.5% with a 25% contribution to equity assets mobilized in the period. Amit was recognized as ‘Outperformer of the Year” in 2003 and was responsible for the fastest growing branch of DSP Merrill Lynch Fund Managers Ltd., for two consecutive years (Pune - 2003 & 2004). Prior to this, Amit was Head, Investments with Wealth Managers India Private Limited (formerly Sajag Securities).

Amit is a member of The Association of Mutual Funds in India (AMFI). He has a Masters in Business Administration (MBA) from Pune University, Pune (1999) and a Bachelor of Commerce (B. Com) also from Pune University, Pune (1997).

Rahul Khandekar, Director
Rahul has been working in the financial services industry for over 18 years. Prior to setting up SWAB, Rahul was the Regional Sales Manager, Templeton Investments for Rest of Maharashtra and Goa. During this period, Rahul was responsible for the day to day mobilizations across all product categories, critical administrative issues, developing and consolidating business for Templeton Mutual Fund across Rest of Maharashtra and Goa. Prior to that, Rahul was the Area Manager – Sales with Tata Mutual Fund for Rest of Maharashtra and Goa. Rahul supervised a team of 20 individuals across the region focusing on increasing the reach of the fundhouse across all client and product categories.

Prior to that, Rahul was the Branch Manager, SBI Mutual Fund, Pune and Rest of Maharashtra. He and his team were instrumental in setting up investor service centers in Pune, Nashik, and Nagpur, training intermediaries on product features and attributes, and coordinating sales events and other promotional activities for the intermediaries in the region. Prior to that, Rahul was the Branch Manager, ING Mutual Fund and was instrumental in setting up the branch office in Pune and introducing the ING brand to various distributors and clients in the Pune region.

Rahul is a member of The Association of Mutual Funds in India (AMFI). He has a Masters in Management Science (MMS) from Pune University, Pune (1997) and a Bachelor of Commerce (B. Com) also from Pune University, Pune (1994).