Services

Video meeting . 15 mins
FREE
Priority DM . 2 days reply
FREE
Video meeting . 60 mins
200
Popular
Priority DM . a day reply
FREE
Priority DM . 2 days reply
FREE
Video meeting . 30 mins
100

About me

Multi-faceted finance professional with 3+ years of experience across equity research, private wealth management and investment banking. I am a CFA & CIMA qualified professional, who wants to start taking classes for anyone aspiring to complete their CFA L1. I have curated a course structure that would even help candidates taking the CFA exam as a functional shift from other backgrounds. (STEM/Arts) You can reach out to me and have a free discussion to help me gauge your requirements and tailor make the course plan accordingly. Apart from offering coaching services, I also offer portfolio research, advisory and creation of detailed portfolio dashboards. Furthermore, I am experienced in preparing detailed financial models. Happy to discuss your requirements and provide detailed models for your target companies.