01 / Understand
Start with the goal
Understand each client's goals and circumstances before discussing any investment.
Your contact in Nashik
Vikrant Rathod
Sr. Relationship Manager, Nashik
SWS Fintech Services Pvt. Ltd.
Helping individuals and families in Nashik make informed financial decisions, with 11 years of experience in mutual funds, insurance and client relationships.
About Vikrant
Trust built on transparency.
Vikrant Rathod has been with SWS Fintech Services Pvt. Ltd. since November 2015 and is the Nashik office's first point of contact for clients.
He has 11 years of experience in wealth management, mutual funds, insurance and client relationship management. He believes good financial guidance goes beyond product recommendations: it means understanding clients' goals, managing risks, creating financial awareness and building lasting relationships based on trust and transparency.
He holds Master's and Bachelor's degrees in Commerce and has cleared the CA Intermediate and CS Intermediate examinations.
Areas of expertise
- Mutual fund investments & portfolio allocation
- Financial planning & goal based investing
- Insurance & risk management
- Client relationship management
- Financial awareness & investor education
His approach
Process before result.
02 / Protect
Manage the risks
Make sure insurance and risk management are in place alongside long-term investing.
03 / Educate
Build awareness
Empower clients through financial awareness and disciplined decisions on their path to financial independence.
Education & learning
Qualifications & certifications
NISM
Series V-A
Mutual Fund Distributors.
NISM
Series XV
Research Analyst.
NISM
Series XXV-B
Investment Advice (Sales and Other Non-Core Services).
Planning
PGP Goal Planner
Commerce
M.Com. · B.Com.
Master's and Bachelor's degrees in Commerce.
Professional
CA Intermediate · CS Intermediate
Institute of Chartered Accountants of India; Institute of Company Secretaries of India.
Professional journey
Career path
-
2015 – present
Sr. Relationship Manager
SWS Fintech Services Pvt. Ltd., Nashik
Helping individuals and families make informed decisions through mutual fund investments, goal based planning, insurance protection and long-term wealth creation.
Beyond work
Painting, cooking, cricket.
“Process is more important than the result.”
Vikrant believes in ethical practice, transparency and a client-first approach. Outside work he enjoys painting, cooking and playing cricket.
- Painting
- Cooking
- Cricket
Start a conversation
Connect with Vikrant or speak with the SWS team about your goal based investments and insurance.