Most finance candidates don’t fail exams because they are lazy. They fail because they never truly understand finance.

Over the last decade, I have mentored 10,000+ candidates across CFA, FRM and SCR, helping them convert dense curriculum into practical understanding.

Before founding 𝐅𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐭𝐬, I worked with institutions such as Nomura, Morgan Stanley and Kotak, gaining real exposure to markets, risk and decision-making.

What defines my approach:
• 𝘊𝘰𝘯𝘤𝘦𝘱𝘵 𝘥𝘳𝘪𝘷𝘦𝘯 𝘭𝘦𝘢𝘳𝘯𝘪𝘯𝘨 𝘰𝘷𝘦𝘳 𝘳𝘰𝘵𝘦 𝘱𝘳𝘦𝘱𝘢𝘳𝘢𝘵𝘪𝘰𝘯
• 𝘙𝘦𝘢𝘭 𝘸𝘰𝘳𝘭𝘥 𝘪𝘯𝘵𝘶𝘪𝘵𝘪𝘰𝘯 𝘣𝘦𝘩𝘪𝘯𝘥 𝘦𝘹𝘢𝘮 𝘵𝘰𝘱𝘪𝘤𝘴
• 𝘊𝘢𝘳𝘦𝘦𝘳 𝘳𝘦𝘭𝘦𝘷𝘢𝘯𝘤𝘦, 𝘯𝘰𝘵 𝘫𝘶𝘴𝘵 𝘱𝘢𝘴𝘴 𝘱𝘦𝘳𝘤𝘦𝘯𝘵𝘢𝘨𝘦𝘴

𝐅𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐭𝐬 𝐢𝐬 𝐚𝐧 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐆𝐀𝐑𝐏 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐫 𝐟𝐨𝐫 𝐅𝐑𝐌® 𝐚𝐧𝐝 𝐒𝐂𝐑®.

We independently support candidates pursuing CFA® and CAIA®, with no affiliation to the respective institutes.

If you want to think like a finance professional, not just clear an exam, you are in the right place.

Ganesh Nayak

ICICI Bank

Deputy Manager II

Marquee Equity

Evaluating the financial aspects of the startup, crafting presentation materials, and maintaining communication with investors. Conducting market analysis, executing careful research, and managing administrative responsibilities.

Investment Banking Fellow

PredictRAM

Client Engagement through Data Insights, Non-traditional Data & Emotion Analytics, Corporate Leadership Summit, Management of Varied Asset Categories, Data Insight Techniques, Genuine Client Asset Management, Sustainability Analysis, Adherence to Regulations.

Risk Management and Asset Management Trainee

Financial Analyst

Knowledge Resource Group KRG Consultants 

During my tenure as an Equity Analyst Intern at KRG Consultants Pvt. Ltd., I delved deep into the financial world, utilizing data-driven insights to bolster investment recommendations and strategy formations.

📊 Financial Analysis: Undertook rigorous financial evaluations of companies to identify market trends, driving actionable insights for strategic investment choices.

📉 Ratio Analysis: Employed various financial ratios to assess the health, performance, and profitability of companies. This rigorous approach enabled a clearer understanding of a company's position relative to its industry peers.

📝 Minutes of Meeting: Efficiently documented pivotal discussions and decisions from important meetings, ensuring seamless communication and tracking of key action items.

📈 Data Collection: Led initiatives to gather pertinent financial and market data, forming the backbone of our in-depth analyses.

🔍Comparative Analysis: Engaged in meticulous comparisons of financial metrics across different companies in similar sectors to pinpoint leaders, underperformers, and lucrative investment opportunities.

📄 Annual Reports: Combed through company annual reports, deriving critical performance indicators, executive insights, and future projections that influenced both our immediate and long-range investment tactics.

🔗 Interpretation & Strategy: Integrated all sourced data to craft coherent interpretations, which were instrumental in shaping our investment recommendations and advisory roles.

🌱 Final Report on Seed Industry: Took the lead in crafting a comprehensive report on the financial analysis of the seed industry, synthesizing data, insights, and forecasts that served as a beacon for stakeholders in the sector.

👥 Team Captain: Spearheaded a dynamic team of 12 members, fostering collaboration, streamlining workflows, and ensuring that we consistently delivered top-tier results.

Equity Analyst

RK Advisory & Training

-Creating and maintaining financial models
-Analysing different companies in the sector
-Tracking companies on day-to-day basis 
-Making sector report 
-Making Quarterly Result Update Report
-Making initiating coverage report & sector report
- Valuing a company by using different valuation techniques such as Discounting Cash Flows (DCF), 
  Relative Multiple Valuations (P/E,EV/EBITDA,P/S,P/BV) and Sum of the Parts (SOTP)
-Analysing historical management interviews/ conference calls to get overview of future
-Coming up with buy or sell recommendations with a proper report which will include EIC approach (Economy,Industry,Company research) and document it with help of model.

Equity Research Intern

I am a self-driven and articulate professional with a dynamic, multidisciplinary skill set. My vision-oriented approach allows me to tackle challenges effectively while meeting deadlines. I am a keen learner with a passion for continuous growth and exploration of new ideas.

With a strong emphasis on a humanitarian perspective, I strive to make a positive impact in all my endeavors. My disciplined and enthusiastic attitude, combined with solid management skills, enables me to collaborate effectively and lead teams towards success.

I am always eager to connect with like-minded professionals and explore opportunities for collaboration and growth.

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The Battle

Ganesh Nayak

Vedant Saxena

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