Testimonials

  • I had a great experience with the one-on-one mentoring. The sessions were well-structured, practical, and focused on what actually matters for equity research and finance roles. I also got clear guidance on improving my approach and preparing for interviews. I'd definitely recommend it to anyone pursuing a career in finance or preparing for the CFA. Great value and a worthwhile experience!
    Rishi Vyas
  • Good session, very honest. I went in thinking my biggest gap was Excel/modeling skills, turns out it was more about how I think through a stock. Wish I'd known some of this before I started prepping. Would highly recommend!
    Nikhil Jain

Services

Video meeting . 30 mins
5

Equity Research Guidance Call

Practical guidance on breaking into equity research
499
Popular
Video meeting . 60 mins

Equity Research Readiness Diagnostic

Assess gaps vs buy-side research expectations
1,499

Ratings and feedback

5/5
3 ratings
2
Testimonials

About me

I work on the buy-side (PMS), where my role involves fundamental company research, downside analysis, and contributing to investment decisions. Over time, I’ve noticed a recurring pattern: most people preparing for equity research roles are working very hard — but often in the wrong direction. They focus heavily on: ➤models ➤certifications ➤courses ➤surface-level stock pitches But struggle with what the role actually demands day-to-day: clear thinking under uncertainty, judgment calls, downside-first reasoning, and being able to explain why a business could disappoint. Because of this gap, I now do 1-on-1 guidance conversations for people who are considering or pursuing equity research — especially on the buy-side. In these conversations, we typically cover: ➤what equity research really looks like in practice ➤how buy-side teams evaluate thinking (not just outputs) ➤where your current preparation may be misaligned ➤what to focus on next — and what you can safely deprioritise These sessions are guidance-led, with honest feedback woven in — not classroom teaching, templates, or interview coaching. The goal is simple: to help you leave with clarity — about whether equity research fits you, and what a realistic path forward looks like from where you are today. If you’re looking for reassurance, referrals, or quick fixes, this may not be a fit. If you value grounded perspective and clear direction, it often is.