26 digital products for Finance & investments

Are you preparing for a Scrum Master interview at Fidelity Investments? This eBook is your go-to guide to stand out and succeed. Inside, you will find the top 10 interview questions specifically tailored to Fidelity Investments' Agile culture, expectations, and workflows. Each question comes with a clear, concise, and practical answer that reflects real-world experience and industry best practices

Finance Basics,is one of the strategy we need to knows before we plan to save up the 💰

After 7 months of intensive research I have compiled a database of the TOP MNCs which can offer you internships in the Finance domain. This is an investment for you to reap huge benefits in the future. For any queries, you can dm me on Linkedin or connect with me via a gmeet session.

Starting out in finance can feel overwhelming, too many concepts, not enough clarity. The Finance Starter Pack brings together the essential resources you need to build a strong foundation and prepare for roles in finance. What’s inside: ✅ Accounting Made Simple – Ebook ✅ Accounting Fundamentals for Non-Finance Managers ✅ CFA Resources to guide your prep ✅ Finance Resume Template ✅ Financial Statement Concepts Guide ✅ 20 Finance Interview Questions (with answers) ✅ 50 Common Interview Questions (general prep) ✅ Excel Basics to Advanced Playlist This pack is designed for students (w/Finance or Non-Finance Background), Career Switchers, and Finance Aspirants who want to cover the basics, practice interview questions, and build job-ready skills.

Take Control of Your Finances! Say goodbye to scattered Excel sheets and hello to streamlined financial management! This all-in-one Notion template empowers you to track: Expenses & Income: Easily log and analyze your cash flow. Debt Management: Keep track of loans and repayment schedules. Investments & Insurance: Monitor and optimize your portfolio and policies. Financial Goals: Stay focused and track your progress. Subscriptions: Never forget a renewal date again. Accounts Overview: Centralize all your accounts in one place. Why settle for clutter when you can have clarity? Whether you're a student, professional, or entrepreneur, this template is perfect for you. ✨ Key Benefits: Organized & Simple to Use Save Time with Ready-Made Categories Accessible Anytime, Anywhere 🚀 How It Works: Purchase the template. Download and duplicate it into your Notion workspace. Customize it to suit your financial needs. Audit Here - Personal Finance 101 - Audit Demo Video - Demo Video Link Stop managing multiple Excel sheets and switch to this ultimate tool. Invest in your financial clarity today!

📘 Get your FREE Finance Career Path Guide – a comprehensive roadmap to explore top roles in finance, including investment banking, equity research, corporate finance, private equity, and more. Understand what each role involves, key skills required, and how to break in — whether you're a student, career switcher, or finance enthusiast. Download now and start building a career you’re excited about! 🎯 Book a personalized 1-on-1 session with me to discuss your goals, get clarity on different finance roles, and create a tailored action plan to kickstart or pivot your career in the right direction. 📅 Book here: https://topmate.io/vishesh_kumar_iift/

Prepare effectively for your finance interviews with this comprehensive collection of resources. This package includes everything you need to excel in technical rounds, case studies, and behavioral interviews. Here's what you'll get: Core Finance Concepts Corporate Finance: Detailed handbooks, compendiums, and presentations covering all corporate finance fundamentals. Valuation: Comprehensive guides and materials on valuation techniques and methodologies. Financial Reporting and Analysis: Resources to master financial statements, ratios, and analytical frameworks. Portfolio Management: In-depth handbook for investment strategies and portfolio optimization. Markets and Trading: Advanced and basic primers on markets, derivatives, and trading essentials. Interview Preparation Interview Experience Guides: Real-life interview insights and commonly asked questions. Case Studies: Practical, non-theoretical resources for investment banking, private equity, and venture capital preparation. Industry Insights Reports: Industry reports and insights into deals, private equity, venture capital, and trading. Miscellaneous Resources: IB, valuation, and finance materials tailored for professionals. This package is perfect for aspiring finance professionals preparing for roles in investment banking, private equity, venture capital, corporate finance, and more. With resources covering every critical topic, you'll have everything you need to ace your interviews!

Table of Contents: 1. 50 Finance KPIs 2. KPIs Cheat Sheet 3. Accounting vs. Finance Cheat Sheet 4. ARR Cheat Sheet 5. Balance Sheet Cheat Sheet 6. COGS Cheat Sheet 7. Discounted Cash Flow 8. EBIT Cheat Sheet 9. A Successful Career In Finance Cheat Sheet 10. Finance & Accounting Designations Cheat Sheet 11. Financial Analysis Cheat Sheet 12. Financial Forecasting Cheat Sheet 13. CFOs Guide to Improving Financial Reporting 14. Gross Profit Cheat Sheet 15. Intangible Assets Cheat Sheet 16. M&A Deals Cheat Sheet 17. Management Cheat Sheet 18. Property, Plant & Equipment Cheat Sheet 19. Purchase Price Allocation Cheat Sheet 20. SaaS Finance Cheat Sheet 21. Transfer Pricing Cheat Sheet 22. Valuation Cheat Sheet 23. Working Capital Cheat Sheet 24. Excel Shortcuts Cheat Sheet 25. Finance Cheat Sheet 26. FP&A Cheat Sheet 27. Finance Checklist

Data Analysis Capstone Project - Finance Domain This capstone project provides an end-to-end, real-world data analysis experience within the Finance domain, leveraging industry-standard tools such as Power BI, SQL, Python, Excel, and Tableau. The project is designed to strengthen analytical, visualization, and problem-solving skills by working on financial datasets and addressing key business challenges. 🔹 Key Highlights: Data Extraction & Cleaning: Use SQL and Python to extract, transform, and prepare raw financial data for analysis. Exploratory Data Analysis (EDA): Identify trends, outliers, and patterns in financial performance using Python and Excel. Data Modeling: Build robust financial models and KPIs to support decision-making. Interactive Dashboards: Create compelling and dynamic dashboards using Power BI, Excel and Tableau for financial reporting and insights. Business Insights: Derive actionable insights on profitability, expenses, investments, and risk management to support strategic financial decisions. ⚠️ Important Note: No video explanation is available for this project. You will receive: ✅ Dashboard Files – Power BI (.pbix), Tableau (.twbx), Excel File ✅ SQL – Query Document (import raw data in MS SQL Server and run queries) ✅ Python – Jupyter Notebook (.ipynb) ✅ Raw Data – CSV & Excel files ✅ Background Images and Images used in Dashboards ✅ Problem Statements Document 💰 Refund Policy: Only 25% of the amount is refundable. 📩 Need Help? Email: [email protected] WhatsApp: +91 9579005495

🎓 Get your FREE Finance Certifications Guide – a detailed overview of the top certifications in finance, including CFA, FRM, CPA, FMVA, and more. Learn what each certification offers, who it's best for, and how it can boost your career. Whether you're a student or a working professional, this guide will help you choose the right credential to level up your finance journey. Download now and invest smartly in your future! 🎯 Book a personalized 1-on-1 session with me to discuss which certification aligns best with your goals, how to prepare effectively, and build a roadmap for success in your chosen finance path. 📅 Book here: https://topmate.io/vishesh_kumar_iift/

Presenting to you, the biggest collection of my resource pool – Finance & Fintech! Who is this for? 👨‍💻 Finance, Banking, Fintech, #investmentbanking , Equity Research, #investing Professionals 👩‍💻 Professionals who wish to move to the Finance domain 👨‍💻 BSchoolers, Finance & Accounting Professionals (CA, CS, CMA, CFA, FRM, ACCA, CPA) 👩‍💻 Undergrads & Postgrads who want to pursue a career in any branches of Finance & allied domains 👨‍💻 Finance & Investing Clubs 👩‍💻 Anyone who wishes to learn about Finance Concepts, Investing, Valuations, Equity Research, Fintech, Banking, Growing UPI & Payment Industry, Research reports, RBI Circulars, Annual Reports & other #business reports & publications by leading BFSI, IB, Fintech Organizations.

SPECIAL PRICE DISCOUNT FIRST 50 BUY!💰 Special price before entering the next update where there will be more screen, now selling for only $4 🔥🔥🔥 🚀 Introducing Finix – Your Ultimate Finance & Investment App UI Kit 💰📊 Finix is the all-in-one UI kit designed to power next-gen finance and investment platforms. Whether you're building apps for cryptocurrency trading 🪙, stock investments 📈, multilevel investments 🌐, or personal finance management 💼, Finix provides a sleek and intuitive design system. Inspired by top platforms like Binance, Paytm, Zerodha, and Groww, Finix brings together all the essential tools for creating top-tier financial apps. With Finix, you can easily craft solutions for crypto investments, forex trading 💹, stock portfolios 📉, mobile banking 🏦, and UPI payments 💸. The dynamic and user-friendly interface makes navigating the world of finance seamless and stress-free. ✨ Key Features: Modular Components: Ready-to-use elements for investment tracking, trading, banking, and more. Cross-Platform Support: Fully adaptable for both mobile and web platforms 📱💻. Modern Design: Clean, professional aesthetics that reflect the latest financial trends and user expectations. Customization Flexibility: Easily tweak colors 🎨, icons, and layouts to match your brand identity. Whether you're cloning popular apps like Binance, Paytm, or Zerodha, or building something entirely unique, Finix equips you with everything needed to create a visually stunning and fully functional finance app. Embrace the future of fintech with Finix! 💼🔮 🌟 What will you get: 📱 350+ Premium screens – Ready-to-use components and Design 🎨 Dynamic Themes – Support for light/dark mode and vibrant color guides. 📊 Scalable Design – Easy to customize and scale for your specific app requirements. 🌐 Cross-platform Support – Optimized for both iOS and Android platforms. ⚡ Effortless Customization – Designed with developers in mind for easy modifications and updates. 🎥 Demo Files & Documentation – Including previews, step-by-step guides, and essential documentation. Preview File: https://www.figma.com/community/file/1424472492947928453/finix-all-in-one-stock-market-cryptocurrency-nft-gold-wallet-investments-finance-app-ui-kit Note 📝 After purchasing the product, please move to another page, the first page of this file is the preview page. 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Unlock your potential as a quant with this Math guide designed for aspiring quantitative finance professionals to learn essential mathematical concepts required for quantitative finance. https://youtu.be/e7P38cREwek?si=gdxJb9VSiRuyGBs2 This guide: • Covers essential math topics for quantitative finance. • Includes recommended books and resources for each topic. • Features sample interview questions with solutions to prepare for quant roles. • Explains real-world applications of each concept. Ideal for aspiring quants and professionals looking to level up their skills.

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What You Will Learn Build a comprehensive finance models for sustainable growth Show your management and stakeholders framework to project future outcome Understand and manage KPIs and ratio numbers Make perfect planning of all financial categories: Revenues, NWC, CAPEX, OPEX, Salaries Improve cash flow position Use EBITDA concepts in both management analysis and M&A Determining valuation of the any business, investment or projects Application of essential valuation methods

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This sheet as of now have 200+ finance questions with answers. Have around 150 essential questions from Valuation, Corporate Finance and Accounting And advance question data base right now have 55 questions which are updated on monthly basis as we source and post more such questions on the page Valuation_Interview_Prep! These questions are available for free to go through in my product Core Fin Jobs. For complete answers a nominal fee is charged to reward for the time and effort spend in the product!

Unlock your potential as a quant with this Math guide designed for aspiring quantitative finance professionals to learn essential mathematical concepts required for quantitative finance. This guide: • Covers essential math topics for quantitative finance. • Includes recommended books and resources for each topic. • Features sample interview questions with solutions to prepare for quant roles. • Explains real-world applications of each concept. Ideal for aspiring quants and professionals looking to level up their skills.

✓ Which AI tools to start with - ChatGPT, Zapier, N8N explained with finance-specific use cases so you stop wasting time on wrong tools ✓ Understand AI Agents vs MCPs - Know exactly when to use which technology for your finance workflows without getting overwhelmed by tech jargon ✓ 5 beginner-friendly automation projects - Step-by-step roadmap from automated peer comparison sheets to DCF model builders you can actually build ✓ Real talk on what you're missing - See how your peers are working 10x faster while you're stuck in Excel, and why engineering grads are getting finance jobs ✓ Clear learning path to get started - No fluff, just the exact tools, use cases, and first steps to automate your finance work starting today

Your ultimate guide to top-tier consulting and finance internships! This sheet has over 190 contact details of HRs, Managers and Consultants from firms like Bain, EY, McKinsey, Nomura, Redseer and other dream firms you might want to target. All the best for reaching out and landing your dream internship!

Take control of your finances with this easy-to-use Personal Finance Dashboard, built in Power BI and designed for individuals who want clarity, simplicity, and actionable insights. ✅ What’s Included: Clean, fully interactive Power BI template (.pbix) Ready-to-use datasets (income, expenses, savings and goals, budget) Linked dimension tables (Categories, Budget, Goals) Pre-built visuals and KPIs for: Monthly Income & Expenses Cash Flow & Budget Tracking Debt vs. Savings Goal Progress & Deadlines Savings Rate % 🔧 Built for: Individuals & families managing personal finances Power BI users looking to explore data storytelling in everyday life Freelancers, remote workers, or anyone with multiple income streams A clear snapshot of where your money goes, how your goals are progressing, and how to plan smarter — all in one powerful dashboard.

Let’s be honest – Most reports and dashboards look the same. Boring, clunky, and not built with the end-user in mind. But this isn’t one of those. I’ve spent years designing dashboards for execs, and I know what they respond to: clarity, structure, and a bit of wow. This template is one of many that wraps my learnings into one clean asset that works across industries. The best part is you can tweak it as much or as little as you like. (And yes, this is exactly what I use in boardrooms where decisions get made.) If you want your next solution to not just function, but impress - this one’s for you. You’re in good company My work is trusted by data scientists, analysts and senior leaders at some of the world’s leading brands. Now it’s yours to build on. Who This Is For I built this template for people like me - and probably people like you too: - Data specialists who want to skip the design grind - Freelancers looking to deliver high-impact reports - Junior / Intermediate professionals reporting to leadership - Anyone presenting to stakeholders, boards, or clients What You’ll Get 1. Fully Editable Power BI File (.pbix) The complete 6 page premium Power BI report file - unlocked, editable, and ready for your data. No hidden layers, no locked visuals - total flexibility from the start. 2. Matching Power BI Theme File (.json) This is the design DNA of the template. It contains all the theme settings, fonts, colors, backgrounds, borders, and spacing - built into a single, reusable theme file. 3. PowerPoint Mockup (.pptx) Need to preview the dashboard design in a deck before you connect real data? The PowerPoint mockup is perfect for that as it is ideal for design reviews or briefings. 4. Figma Design File (.fig) For those who want full creative control, the Figma file gives you the complete visual layout. You can adjust spacing, modify UI components, or remix for other reports. Everything is plug-and-play. Just drop in your data and go. Live Preview No guessing. No surprises. Just the exact look and feel you’ll get, already optimized for deployment and storytelling. Access Preview ___ Need a custom template to match specific project requirements? Feel free to reach out to me and I will build it for you.

Title of the Project - Artificial Intelligence (AI) and Its Application on Banking and Financial Services Sector in India Table of Content INTRODUCTION LITERATURE REVIEW RESEARCH METHODOLOGY DATA ANALYSIS AND INTERPRETATION FINDINGS AND SUGGESTIONS CONCLUSION BIBLIOGRAPHY