FINNACLE INSTITUTE

20TH 19,000+
is

YEAR OF OPERATION STUDENTS TRAINED

(SINCE 2003) BIGGEST FULL TIME

FINANCE
ACADEMY OF INDIA
Training
Programmes
FinBridge

CFA (USA) FINPLUS FRM

India’s Biggest Academy of

Finance Professional Courses

www.finnacleinstitute.com Mumbai Surat Ahmedabad Vadodara

 FinBridge Program
[Professional Course to make a dream career in finance]

Introduction
FinBridge® program is a professional course in finance specialisation which is pursued
along with undergraduation. It trains a candidate for the required skill sets & practical
knowledge to crack high-paying roles in the Finance Sector like

EQUITY VENTURE PORTFOLIO INVESTMENT PRIVATE

RESEARCH CAPITAL MANAGEMENT BANKING EQUITY
[ER] [VC] [PMS] [IB] [PE]

The above fields of finance are the most attractive fields for a commerce student in
terms of the pay scale, social status, reputation, Entrepreneurship, and Future MBA scope.
At the end of the FinBridge Program graduates are honored with the prestigious
professional designation of FinExpert® - India’s most reputed professional designation
in the field of finance.

This certificate confers the right to use

FinExpert (FE)
designation to

STUDENT’S NAME
for successfully fulfilling all requirements to clear the

FinBridge PROGRAMME - CERTIFICATE NO XXXXXX

Program Director DD/MM/YYYY

PROGRAM DIRECTOR DATE
 FinBridge Program
[Professional Course to make a dream career in finance]

Course Structure

0-6 Months 6-15 Months 15-18 Months

Foundation Subjects: Advanced Subjects: FinBridge Program

Complete
7 Subjects covering the Subjects which cover
basics of Capital Market, specialized Knowledge for “FinExpert Title”
Economics, Corporate Top Finance Roles
Finance & Asset Campus Placements
Management

Through the FinBridge Program, our academy has created history in India by
producing the youngest Finance professionals in the country. Some of our kids, at the
age of 19-20 have become full-time market professionals in the top fields of finance
like IB, PE, VC, PM/ER at one the highest packages for freshers in the commerce field,
starting in the range of 6.5-10 lakhs p.a in the 4th -5th semester of college itself.

Eligibility Criteria for Enroll After Appearing

FinBridge Program for 12th Board Exams
 FinBridge Program
[Professional Course to make a dream career in finance]

Course Curriculum

The curriculum of the FinBridge program is designed after interacting

with 100s of finance & investment professionals in the country. In short, in
the FinBridge program, we teach what is required from day 1 in the real
world by CIOs, Fund managers, investment bankers, venture capitalists,
private equity investors, business consultants, and senior associates. We
train for skills that are valued & demanded by the industry.

Every year through industry feedback, we incorporate new subjects, case

studies, and testing methods to keep our candidates abreast with the
latest development in capital markets.
 FinBridge Program
[Professional Course to make a dream career in finance]

Foundation Subject

Foundation consists of 6 Subjects

covering the basics of Capital Market,
Subjects
Economics, Corporate Finance & Asset
01 Equity Markets
Management

Micro & Macro

We teach all concepts using case 02
Economics
studies and connecting them with
Corporate
Indian capital markets so that students 03
Finance
understand the practical application of
the curriculum. Derivatives
04 Market
For Foundation subjects evaluations will Alternative
be done through a combination of 05 Assets
written format (MCQs), VIVAs, and Live
Bond
Presentations.
06 Markets
 FinBridge Program
[Professional Course to make a dream career in finance]

Advanced Stage

The focus of the advanced stage is to make a student think & work like a practicing
money manager & investor. Students learn the actual on-ground work done by CIOs,
investment bankers, venture capitalists, and private equity investors. We teach all sub-
jects through real Indian business case studies.

The focus is on applying the principles of business & investing through analyzing & pre-
paring live projects on Indian listed companies and start-ups. Preparing Valuation
models, Drafting Research reports & investment memos, and detecting accounting
frauds in companies are typical application-oriented learnings done in the advanced
stage.

During the advanced stage, students must attend sessions of the best CIOs, Investment
bankers, Private Equity Investors, and Venture capitalists of India, where students inter-
act directly with them on various topics in the world of business & investments.

During the advanced stage, all the subjects will be tested through a combination of live
project works on actual listed companies and start-ups, VIVAs, presentations & blog
writing.

By the end of this stage, a student becomes a practitioner and is ready to kickstart his
career in the premier fields of finance.
 FinBridge Program
[Professional Course to make a dream career in finance]

Advanced Stage
Subjects and Learning Outcomes

100+ Indian company case studies help teach how to conduct a line-
by-line analysis of all footnotes, standalone & consolidated financial
statements, Critical sections of annual reports (AOC forms, MGT
sections, Auditor’s report, etc). All the Indian Accounting standards
Financial Analysis & and the relevant portion of Companies Act 2013, detect accounting
Forensic Accounting frauds & corporate governance issues, adjust financial ratios as per
accounting adjustments, analyze financial numbers to take
investment decisions about a company, prepare a Financial Analysis
checklist & excel templates used in Equity Research & Investment
Banking.

50+ case studies are used to make a student learn: How to analyze
Revenue drivers, Cost Drivers, Return matrix, Value chains, Industry
segmentation, Business Model of a company, Risk of a business,
Business & Company competitive advantage, Industry competition, primary/on-ground
Analysis research of a company (meeting suppliers, buyers, competitors etc),
management strategies, Fund Flow, sourcing of data. Learn how to
prepare an in-depth research report on a company, forecast
financial statements of a company & Generate Investment Ideas.

Complex sectors like IT, real estate, Pharma, Cement, Banking etc
are taught to students here. Various aspects of these sectors like
Sector Consulting &
analyzing business models, Value chains, technical jargons,
Analysis
complex financial statements, Revenue Drivers & Cost Drivers,
extracting relevant data from primary & secondary sources, and
valuation methods are covered in detail.
 FinBridge Program
[Professional Course to make a dream career in finance]

Advanced Stage
Subjects and Learning Outcomes

Prepare a full-fledged financial model for any type of company -

Small-Cap, mid-cap & Large-Cap, start-Ups, Merger & Acquisition,
Valuing brands, ESOPs model, etc. Build a financial model from scratch
by interconnecting P&L, Balance Sheet, Cash Flow Statement, and
Footnotes through complex formulas, Schedules, and Assumption
Business & Sector sheets based on logical thought processes. Conduct DCF Valuation,
Valuations and Relative Valuation, Beta calculations, waterfall charts, single & double
Financial Modelling sensitivity analysis, and scenarios analysis. Also learn Unique Valuations
methods like Replacement Cost, SOTP, Conglomerate discounts,
Holding Company Valuations, Commodity Business Valuations, and
cross-holding valuations. Also, real case studies published by legends
of valuations like Aswath Damodaran & Michael Mauboussin are taught
to students.

Analyze critical operating metrics used to analyze a start-up, Prepare

valuation model of a start-up, e-commerce and SaaS (Software),
Investment Banking Company Prepare Investment Memorandum, Business Plan, Financial
& Venture Capital Plan, analyze Pitch Deck, Analyze Term Sheets, Case studies to
understand the impact of TAM, Churn Rate, Burn Rate, CAC, high Re-
investment rates, GMVs, Net Promoter Score on valuations of a start-up.

Reading club & Current Awareness Club

Tech Edge (Ms Excel, VBAs, Macros, Power presentations)

Guest Sessions by Top CIO's of Finance Industry

 FinBridge Program
[Professional Course to make a dream career in finance]

Campus Placement
All the efforts of bringing recruiters to the campus, Drafting CVs, rigorous interview
preparations, shortlisting quality recruiters, negotiations for salaries is completely taken
care of by the academy.

We believe the right student - recruiter match is the golden mantra for a stable career path
for a student and a sticky & long term team member for the recruiter.

Placement Statistics

100% offers in India's most coveted Finance careers to

FinBridge® Graduates

EQUITY VENTURE PORTFOLIO INVESTMENT PRIVATE

RESEARCH CAPITAL MANAGEMENT BANKING EQUITY
[ER] [VC] [PMS] [IB] [PE]

These finance fields are the most attractive fields for a commerce student in terms of pay
scale, social status, reputation, and future Entrepreneurship opportunities.

2
 FinBridge Program
[Professional Course to make a dream career in finance]

Placement Statistics

PACKAGES STATS
16.5 Lakhs
16

14

18
Youngest
12
Highest Placement
10 Lakhs Package Offer at
10
Age of Years
of
8 Institute
7 Lakhs Highest
6 Package
Minimum of
Starting
20
4 FinBridge Median
Package Placement
2
of Entry at
FinBridge Age of Years

FinBridge Program candidates who are at under-graduation stage at the time of clearing
the FinBridge Program first go through industrial training of approx. 6 months before full-
time placement offer. Recruiters pay a high stipend during this industrial training ranging
from 25k-45K per month.
 FinBridge Program
[Professional Course to make a dream career in finance]

Student Career Trajectory

FinBridge Programs provides a solid foundation in the field of finance due to which our
students are able to achieve super fast growth in their careers. Some real life career
path of FinBridge Program Alumni is mentioned below. They achieved this just within
3-4 years after graduating from the Program.

Promoted to senior associates & Assistant Vice President

(AVP) Level

Launched their Investment Management Firms in domains

of Investment Advisory, Investment Banking, Wealth
Management & Equity Research

Promoted to Junior Fund manager levels

(managing portfolios at their respective Recruiters)

Expanding family businesses by launching new

business segments

Promoted to junior Partner levels at firms i.e. having profit

sharing/ESOPs at firm level

Became Entrepreneurs building their start-ups (Some have

also raised various rounds of capital from VC firms & Angel
Investors)

Cracked esteemed higher Education MBA/Ms colleges in

US, Europe & Canada

Hired by Multinationals both in domestic markets &

international Markets

Became CFA Charter holders & FRM Charter holders

 FinBridge Program
[Professional Course to make a dream career in finance]

Admission & Passing Rate

The Admission in-take March- September-

happens twice a year July December

Historical Passing rate of

FinBridge Program
40%
 FinBridge Program
[Professional Course to make a dream career in finance]

Key Advantages & Career Prospects

Standout from the crowd: This program can make you the youngest analyst of
India in top finance fields.

Most in-depth & practical knowledge: Curriculum based on 100s of case studies
of Indian businesses, interaction with industry professionals through guest talks,
corporate training under top investment professionals, testing through live
projects makes a candidate extremely skillful in becoming one of the best talents
in the finance sector of India.

No Placement struggle: No stress of cracking a job/gaining experience as a

fresher. Guaranteed Full time placements are provided to FinBridge program
graduates. Our dedicated placement team does all the hard work like in depth
interview preparations, shortlisting Recruiters, Job profiles selection, negotiating
salaries and managing the full time conversion process after corporate training.

Most Reputed & Attractive careers: FinBridge program graduates are only placed
in most reputed & attractive fields in terms of Pay scale, Status, reputation and
Entrepreneurship Opportunities i.e. Investment Banking, Portfolio management
(also called as equity research), Venture Capital and Private Equity.

Kickstart career at young age: Opportunity to work and practice with best fund
managers, investment bankers, venture capitalist and private equity investors of
the country at a VERY YOUNG age even before you graduate.
 FinBridge Program
[Professional Course to make a dream career in finance]

Key Advantages & Career Prospects

Premium placement packages: One of the highest starting packages at

undergraduate levels is offered to FinBridge program graduates between 7-10 lakhs
per Annum even before their graduation is complete.

FinExpert® Designation: India’s Most recognised professional designation in

Finance is awarded to FinBridge program graduates.

MBA Prospects: Better suited for getting selected in top MBA colleges due to unique
candidature of being youngest analyst of India & edge in MBA college shortlisting
due to good weightage given to past work experience by top MBA colleges.
 FinBridge Program
[Professional Course to make a dream career in finance]

Our Alumni Work At

SOME OF INDIA'S TOP FINANCE COMPANIES
 FinBridge Program
[Professional Course to make a dream career in finance]

Placement Highlights
RECRUITER TESTIMONIALS

Kush Gangar
Associate Director, CARE PMS
We are quite happy with the work of the candidates (they are
performing as per expectations) as they have the hunger
and eagerness to learn.

HK Sudhindra
Partner | Blue Banyan
We at Blue Banyan have recruited a candidate from Finnacle and
it's no exaggeration to say he has far exceeded our expectations.
I have personally taught at some well known B-Schools and it is
clear that the Finnacle course content is far better suited to the
needs of capital markets players than what's taught elsewhere.

Vinit Rai
Executive Director, Private Equity | JM Financial
The candidate has been assisting the team in investment
opportunity screening and detailed evaluation and she has done a
fantastic job so far!! She has helped a lot by taking initiative and
doing primary market research and supplementing it by competitive
profiling of the space.. All in all, your institute is doing a terrific job!!
 SUCCESS STORIES

Placed Full-Time

Placed at 19
Rikin Shah, FE Shreya Sahu, FE
Zaid Munshi, FE
Equity Research Venture Capital
Portfoilo Management

Placed at 19
Aazeb Parbatani, FE Aakash Ratole, FE Ahmed Madha, FE Mukul Jain, FE
Equity Research Investment Banking Portfoilo Management Family Money Management

Placed at 19
Ayushi Patel, FE Vidhi Lall, FE Tanay Kikla, FE
Deep Gandhi, FE
Portfoilo Management Venture Capital Structured Finance Equity Research
 SUCCESS STORIES

Placed Full-Time

Placed at 20
Vinit Gautam, FE Rohan Bambhani, FE
Darshil Doshi, FE
Investment Banking Investment Banking
Venture Capital

Placed at 20 Placed at 19
Javvad Vakharwala, FE Tanishq Mehra, FE Shivam Parekh, FE Megh Desai, FE
Venture Capital Equity Research
Investment Banking Investment Banking

Placed at 20
Yash Tanna, FE Pranay Shah, FE Divyansh Agarwal, FE Krisha Kansara, FE
Portfolio Management Investment Banking Portfolio Management
Investment Banking
 SUCCESS STORIES

Placed Full-Time

Nikhil Jain, FE Manav Shah, FE Moksha Shah, FE

Credit/Equity Research Private Equity Investment Banking

Placed at 20 Placed at 20
Tanmay Gupta Pooja Jumani, FE Disha Jugat, CS, FE Aliasger Shafik, FE
Investment Banking Private Equity
Venture Capital Investment Banking

Placed at 19
Kavya Shah, FE Pritul Jain, FE Prerit Choudhary, FE
Anas Qureshi, FE
Investment Banking Private Equity Equity Research
Investment Banking
 SUCCESS STORIES

Placed Full-Time

Placed at 19
Gautam Gosar, FE Jamal Qureshi, FE
Shivani Goyal, FE
Portfolio Management Venture Capital
Portfoilo Management

Placed at 18 Placed at 19
Kenil Mehta, FE Sanket Singh, FE
Arham Shah, FE Miraj Parekh, FE
Equity Research Start-up
Equity Research Investment Banking

Deep Sangoi, FE Laveena Jagwani, FE CA Akshay Chedha, FE

Maulik Chaudhari, FE
Investment Banking Venture Capital Equity Research
Equity Research
 SUCCESS STORIES

Placed Full-Time

Placed at 18
Pankti Doshi, FE Jagjyot Singh, FE
Krish Narang, FE
Investment Banking Investment Banking
Portfolio Management

Komal Bollavathri, FE CA Amey Chedha, FE Pankaj Parab, FE Nitya Modi, FE

Equity research Portfolio Management Portfolio Management Investment Banking

Placed at 19
Parth Gohil, FE Avesh Bagadia, FE Yash Gandhi, FE
Dhruv Doshi, FE
Equity Research Portfolio Management Private Equity
Investment Banking
 SUCCESS STORIES

Placed Full-Time

Ruchit Shah, FE Riva Shah, FE Anmol Gupta, FE

Private Equity Valuations Venture Capital

Placed at 19
Shriyansh Jain, FE Neeraj Singh, FE Neeraj Bajoria, FE Kumanika Chhajer, FE
Portfolio Management Investment Banking Investment Banking Portfolio Management

Urvi Narsaria, FE Dhara Ganatra, FE Mohammed Patel, FE Yashika Narang, FE

Venture Capital Portfolio Management Portfolio Management Equity Research
 SUCCESS STORIES

Placed Full-Time

Placed at 20
Sukhbir Singh, FE Guru Darshan, FE Vins Rafaliya, FE
Equity Research Portfolio Management Equity Research

Placed at 19 Placed at 19 Placed at 20 Placed at 19

Yash Sonthaliya, FE Alakmar Daudi, FE Jayati Vyas, FE Shivani Teli, FE

Portfolio Management Equity Research Investment Banking Private Equity

Placed at 19

Jitaksh Gupta, FE Aditya Agarwal, FE Priyam Srivastva, FE

Yashowardhan Agarwal, FE
Family Office
Portfolio Management Investment Banking Private Equity
 SUCCESS STORIES

Placed Full-Time

Kritin Arora, FE Aman Duseja, FE Chinmay Maloo, FE

Portfolio Management Private Equity Equity Research

Placed at 19 Placed at 19
Placed at 19 Placed at 19
Sujal Chindaliya, FE Name, FE Name, FE
Abhilasha Bansal, FE
Portfolio Management Profile Profile
Investment Banking

Placed at 19 Placed at 19 Placed at 19 Placed at 19

Name, FE Name, FE Name, FE Name, FE

Profile Profile Profile Profile
 SUCCESS STORIES

Current Trainee
(In Process of Full-Time)

Placed at 18 Placed at 19 Placed at 19

Sanyam Shah, FE Jainam Madrecha, FE Saania Jain, FE

Portfolio Management Portfolio Management Portfolio Management

Placed at 19 Placed at 19 Placed at 18 Placed at 20

Hrishali Shah, FE Mahek Kapur, FE Pratham Jariwala, FE Tisha Patel, FE
Portfolio Management Investment Banking Investment Banking Investment Banking

Placed at 19 Placed at 19 Placed at 19 Placed at 19

Priyanshu Agrawal, FE Yash Master, FE Darshan Garg, FE Purva Jhaveri, FE

Portfolio Management Portfolio Management Portfolio Management Portfolio Management
 SUCCESS STORIES

Current Trainee
(In Process of Full-Time)

Placed at 19 Placed at 20 Placed at 18

Shrot Gupta, FE Siddharth Awatramani, FE Parva Mehta, FE
Institutional Equity Venture Debt Investment Banking

Placed at 19 Placed at 19
Placed at 19 Placed at 18
Name, FE Name, FE
Shreyansh Bharadia, FE Ansh Shah, FE
Profile Profile
Portfolio Management Investment Banking

Placed at 19 Placed at 19 Placed at 19 Placed at 19

Name, FE Name, FE Name, FE Name, FE

Profile Profile Profile Profile
 FinBridge Program
[Professional Course to make a dream career in finance]

Media Coverage
Leading national Newspapers recognising the History
created in Finance industry of India by our Students
 FinBridge Program
[Professional Course to make a dream career in finance]

Industry Connect
Finnacle Institute's students have had the privilege to learn from ace investors, industry
veterans and renowned fund managers and gain the best out of their experiences.

At Finnacle, students get to learn from the wisdom of these market moguls. In this
manner the students get to understand the market in real time, and it is of great benefit
for them to be able to network with such experienced professionals of the finance sector.

A few industry leaders who have honoured Finnacle Institute and it's students are:
 FinBridge Program
[Professional Course to make a dream career in finance]

Industry Connect
 FinBridge Program
[Professional Course to make a dream career in finance]

Industry Connect
 FinBridge Program
[Professional Course to make a dream career in finance]

Scholarships

FinBridge SUPER 10 SCHOLARSHIP

For Financially Challenged students

100% Scholarship & placement guarantee on clearance of program.

10 Students will be selected based on 10th / 11th-grade marks, written

tests & personal interviews

FinBridge VIDYA GIRLS SCHOLARSHIP

SPONSORED BY
H. T. KANABAR HIGHER EDUCATION TRUST

For Academically Strong but Financially Challenged Girls

100% Scholarship by H.T. Kanabar Higher Education Trust

Training and placement guarantee on clearance of

program by Finnacle Institute.

Proof of low income required for both Scholarships*

 FinBridge Program
[Professional Course to make a dream career in finance]

CFA with FinBridge Program

The Chartered Financial Analyst® (CFA) charter is a globally recognized professional
designation. CFA certification is issued by CFA Institute, USA. CFA is a 75-year-old certification,
acceptable for Finance Careers in more than 170+ countries.

In CFA, there are three levels: CFA Level 1, CFA Level 2, and CFA Level 3. You need to clear each
level sequentially and have three years of work experience to become a CFA.
You can appear for CFA L1 exams in 2nd year of college and CFA L2 in the third year of
graduation and L3 after graduation.

FinBridge program provides an integrated mode for CFA training which helps students
pursue FinBridge Program along with CFA exams. Today FinBridge program has become 1st
choice of training for CFA exams among CFA candidates. Historically, 85% of FinBridge
program graduates have cleared CFA Level 1 on the 1st attempt.

Key Benefits

No training cost for CFA

Learn Indian market
L1, L2 and L3. The
relevant practical Be on path to become
training cost of all 3
knowledge required by one of the youngest
CFA levels is included
recruiters in India from CFA charter holder
in the fees of FinBridge
CFA candidates
Program itself.
 FinBridge Program
[Professional Course to make a dream career in finance]

Key Benefits

Full-time Campus Become the youngest

Placements in niche analyst in the country
1.5x – 2x higher salary
and core finance roles at Just the age of 19:
than market average of
into most premium Kick start your
a fresher pursuing CFA
Industries: Investment professional career into
L1/L2 cleared
Banking, Private Equity, premium fields of
candidates
Portfolio Management, finance even before
Equity Research clearing CFA L1.

Clear CFA exams (L1, L2

Risk Mitigation: The
and L3) in a timely
starting minimum
Entire campus manner with increased
packages are assured
placement process probability of passing
to FinBridge program
handled by Finnacle the exams in one shot
graduates even if you
Institute. due to our rigorous
don’t actually appear or
focus on doubts, tests,
fail CFA exams.
mock test & revisions.
 FinBridge Program
[Professional Course to make a dream career in finance]

Finnacle Institute Track Record in CFA Training

Finnacle Institute (Earlier called as Laukik Shah Classes) brings with itself
a legacy in CFA Coaching and CFA Program training, with the most
experienced CFA trainer in India Mr. Laukik Shah - training for CFA since
2003.

18000+ 19+ Years 150+ 60-70%

Students Experience Batches Passing Rate

200+ candidates in world's Top 10 Percentile

in last 2 Years Highest number by any CFA
training institute of India
Contact Us

www.finnacleinstitute.com info@finnacle.co.in @finnacle.institute

@finnaclesinstitute @finnacleinstitute @finnacleinstitute

Finnacle Institute - Mumbai

Corporate Office - G16-Summit Business Bay, Andheri East
Classes at Andheri (E) & (W)| Dadar | Grant Road | Borivali | Thane
( All branches within walking Distance from station)

+91 6355043018
+91 9322255530

Finnacle Institute - Surat

3rd Floor, Money Arcade, Vesu, Surat - 395007

+91 9157740227