680 1:1 calls for Finance & investments

Hi there! If you are curious about the CFA program, writing the exams, or contemplating whether finance is the right career path, but uncertain of the approach, I can share my experiences and help provide clarity based on your academic background and/or stage of career. What you can expect from this discussion: CFA program - all abouts: FAQs on the CFA program, value-add in your CV, job prospects, balancing study with work/other commitments, etc. Personalized Study Plans: Tailored strategies to streamline your CFA exam preparation. Tips from my experience: Sharing stories from my academic and career journey so you can gain from ideas that I did not have at an earlier stage. Practical Skills to stand-out from the crowd: Resources I have used to gain financial analysis skills needed to excel in real-world scenarios and standing out from the crowd.

Are you ready to unlock the secrets of the finance world? Struggling to make your mark in Investment Banking? I’m Heena Oberai, your dedicated mentor and guide with hands-on experience in cross-border M&A, capital raising, and financial advisory in places like India and Dubai. Together, we can navigate the complexities of your journey into Investment Banking. In our tailored discussions, I'll provide you with: Expert insights on resumes that catch the eyes of recruiters Interview strategies that ensure you stand out from the crowd Technical preparation that bridges the gap between theory and practice Exposure to real-world deals and scenarios to enhance your learning Upskilling tips that position you confidently in a competitive landscape Imagine having a seasoned professional by your side, offering personalized feedback and unwavering support as you step into the competitive realm of Investment Banking. It's time to approach your career with clarity and confidence. Take the leap—let's connect and transform your aspirations into achievements! Reach out today for an invigorating discussion that sets the foundation for your success. Invest in your future with a mentor who understands the path ahead. Let’s talk finance and make your dreams a reality!

Get Your Finances Back on Track! Feeling overwhelmed with your money situation? Whether it’s budgeting, dealing with debt, or figuring out how to save more, my Fix Your Finance service is here to help you get things under control. I’ll work with you to create a personalized plan that fits your lifestyle and goals, so you can stop stressing and start making progress towards financial freedom. Why This Service Will Help You: A Full Finance Makeover: I’ll help you get organized, cut through the confusion, and make managing your money simple. Tailored to You: Whether you need help with budgeting, paying off debt, or boosting your savings, I’ll create a plan just for you. Achieve Your Goals: Learn how to take control of your money, avoid common mistakes, and build a solid financial future. Easy, Practical Advice: No complicated jargon — just clear, simple steps to improve your finances, one step at a time. What You’ll Get: Personalized Finance Plan: A custom roadmap to fix your finances and taxes and achieve your goals. Tax and Savings Help: Smart strategies for managing tax and saving more without sacrificing your lifestyle. Ongoing Support: Tips, tools, and guidance to keep you on track and motivated. Let’s fix your finances together and set you up for a stress-free financial future!

Want to get on a 1-on1 call with me and have a brief discussion about what I do, how I can help you or talk about any brief query you have under the umbrella of Finance? Book a call with me and I'll see you inside. The only reason to keep a nominal charge is to let me have a chance to speak with people who genuinely want to connect.

Good CVs don’t just list experiences - they sell your value. I’ve been through the process myself: from earning a spot at London Business School to navigating the UK job market and securing 30+ interview calls during a downturn - I’ve learned what works and what doesn’t.In this session, I’ll help you:Rework your bullets for clarity and impact Align your CV with UK/ global recruiter expectations Optimise structure, keywords and formatting Share practical feedback you can implement immediately Whether you’re targeting graduate roles, internships, or finance positions, you’ll walk away with a stronger, more compelling CV. Bonus: I also share insider tips and tricks from my experience on how to best tailor your CV before you apply for any job.

If you are someone who wants to enter the Finance Ecosystem or the Big 4 consultancy and cannot decide which fields to choose, what type of work is involved in each field and the type of pay you can expect given your experience and education, You're at the right place. Based on a scan of your resume and a discussion on your interest, I can guide you on the path you can take in the finance domain which could be anything from FP&A, Audit and Assurance, Transaction Advisory, Investment Banking, Private Equity etc. I have over 10 years of experience in Transaction Advisory, M&A, Audit and Assurance with firms like EY India, PwC, EY GDS, Alvarez & Marsal and Grant Thornton and have been regularly part of the hiring process for CA's as well as campus hiring from many MBA institutes.

Resume review Linkedin profile review Career counseling Naukri profile optimization How to network Any other queries

Resume review Career counseling How to prepare for interview Linkedin profile review Naukri profile optimization How to deal with behaviour questions

This is a 1:1 Financial coaching session designed to help you think clearly about your money, behaviour, and decisions. This is not investment advice as I don’t recommend products, funds, or portfolios. Instead, we focus on: 1. Understanding your financial habits, biases, and patterns 2. Reviewing your existing decisions with a calm, structured lens 3. Helping you clarify goals, risks, and priorities 4. Discussing how to approach money with more confidence and discipline 5. Bringing order to the confusion that comes from information overload You’ll walk away with clarity, a grounded thought process, and a better mental framework to make financial decisions, independently and peacefully. Please keep your questions and any relevant documents handy so we can use the time effectively.

I am a qualified CHARTERED ACCOUNTANT and a CFA Candidate, having experience in Consulting, corporate, and stock markets. I’m open for mentorship relating to the CA Articleship domain, CFA course relevant or not, 1st job, how to get selected in Campus, tips for starting your investment journey.

Having worked in front-end Investment Banking, I’ve taken interviews and given plenty myself. This session mirrors a real IB interview, technical + HR, followed by honest, actionable feedback to help you sharpen your prep

Hello! Thank you for considering this. My name is Kavan, and I'm a solo developer from Gujarat exploring a new concept for a finance app designed specifically for young tech professionals in India. My mission is to build a tool that makes it effortless to find and stop 'spending leaks' (like forgotten subscriptions or impulse buys) so you can reach your financial goals faster. Before I write a single line of code, I need to learn from your real-world experience. This 15-minute call is a casual, friendly chat to understand your perspective. Who this is for: If you're a Software Engineer, Analyst, Product Manager, or Designer (aged 22-30) working in India's tech industry, your opinion is exactly what I'm looking for. What to expect on the call: We'll briefly chat about your financial goals and habits. I'll ask about your experience with other finance or budgeting tools. There is absolutely NO sales pitch or presentation. Your honest, unfiltered thoughts are the only goal. Your 15 minutes of feedback will have a huge impact and will help ensure I'm building a product that people actually want and need. Thank you for your help!

Customer-centric accounting and filing company that is dedicated to helping businesses and individuals grow. We started with the mission to simplify the accounting and regulatory process for Entrepreneurs. We aim to help our clients to reach their full potential without worrying about accounting and or filing through digitalization.

Connect 1:1 with me over a video call to discuss anything you want

Struggling to craft a resume that stands out in the competitive Dubai job market? You are in the right place! I am a Chartered Accountant based in Dubai with firsthand experience on what it takes to succeed. Having cleared my US CPA on the first attempt and with a journey that took me from Mumbai to this thriving metropolis, I understand the challenges you're facing. With my tailored Resume Review, you won't just receive feedback, you will gain insights that empower you to shine. Here’s what you can expect: Market-Relevant Edits: Ensure your resume aligns perfectly with the expectations of Dubai's employers. Highlight Your Achievements: We’ll showcase your skills and accomplishments in a way that grabs attention. Personalized Feedback: Receive actionable tips tailored to your strengths and career goals. Insight into Current Trends: Benefit from my understanding of the local job market and what hiring managers are looking for. Imagine submitting a polished resume that not only highlights your qualifications but also tells your unique story. Together, we'wil transform your resume into a compelling narrative that opens doors to opportunities. Don't let your dream job slip away due to an underwhelming resume. Book your Resume Review for Dubai Market now and take a confident step toward securing your future! Invest in your future today, let’s make your resume a key that unlocks the doors to your career aspirations!

Interviews in IB, PE, or the buyside can feel like a pressure test — technical grilling, brain teasers, and culture-fit all rolled into one. The best way to prepare? Practice in a safe space. In this session, we’ll do a mock interview exactly like the real thing: Technical questions (valuation, modeling, deals). Fit questions to test your story and motivation. Feedback on communication, structure, and presence. You’ll get instant, honest feedback — what worked, what didn’t, and how to fix it before the real interview. Think of it as your dress rehearsal, so when the actual moment comes, you walk in calm and ready.

Connect 1:1 with me over a video call to discuss anything around the following: Mutual Funds Portfolio Stock market Portfolio Real Estate Portfolio Insurance policies and their hidden loopholes Gold, Silver Aggregation FDs Portfolio Bonds Portfolio

If you have an Interview due soon and feel unprepared, don't worry because I\'ve got you. In this call, I give you solid tips and discuss the frequently asked questions which will help you get an idea of the process, build confidence and ace the interview for the job/internship you've been eyeing for a long.