Our Courses: youtu.be/jgqbPJwFW2w CIO's Guest talk: youtube.com/playlist?list=PL… Business Analysis Series: youtube.com/playlist?list=PL… Financial Analysis Series: youtube.com/playlist?list=PL… Valuations Series: youtube.com/playlist?list=PL… All Twitter Threads 👇: x.com/Finnacle_inst/status/1…

Extremely proud to share that Finnacle Institute Finbridge and Finplus program Alumni were the winners as well as the runner-ups for back-to-back TWO years in the national equity research competition, Professional Catalyst, conducted by JITO (@JitoYouth ) for Mumbai Chapter. The judges of JITO challenge were Himani Shah mam, co-fund manager of @_alchemycapital , and @PawanParakh1 sir, fund manager at Singularity AMC. Winning team: Nidhi Jain (@jain_nidhi08 ) : Works at SN Damani Family office Jainam Vora (@JainamVora2 ): Works at Saltoro Investment Rahil Bora (@rahilbohra836 ): Works at Vyom partners Param Jain (@ParamJa02277712 ): Ex Negen PMS Runner up team: Mohit Jain (@Mohit__Jain_ ): Works at Xponent tribe PMS (@XponentTribe ) Namami Jain : Works at Brescon Family office Sujal Chandaliya (@Sujal_Chandalia ): ex Girik capital (@GirikCapital ) PMS Purva Jhaveri (@jhaveri_purva ): Works at One Up Financial

Youngest Analyst at Phillip Capital 😱 — cleared CFA Level 1 in 1st attempt while doing an internship in equity research. Cracking CFA: India Success Stories (Finnacle Institute) featuring Om Sanghavi - A Finbridge Program graduate with 1.5 years of experience in equity research analysis. In this episode, Om shares how he chose finance over CA after 12th, how the Finbridge Program helped him start early in the industry, how he began his internship at Phillip Capital in an equity analysis role, and how he prepared for CFA Level 1 alongside internship/work. Watch Full episode here: youtu.be/cPowV3oxeOI?si=GDR0… ⏱️ Timestamps / Chapters 0:00 Intro - Om Sanghavi, Youngest Analyst at Phillip Capital, Finbridge Graduate & CFA Level 1 cleared in 1st attempt 1:00 - Why Om selected finance as a career rather than CA after 12th 2:24 - CFA vs Finbridge Program — how to choose between 2 finance career paths 4:32 - What to do first for a finance career — CFA or Finbridge Program? 6:49 - Efforts required to clear Finbridge Program 8:34 - How Finbridge Program gives a strong career start to CFA candidates 10:21 - How CFA helps Finbridge Program graduates grow 12:02 - Why Finbridge curriculum is recognized by recruiters 13:40 - Finbridge campus placements vs college campus placements 16:56 - Quality of recruiters in Finbridge Program campus placements 19:15 - How Finbridge graduates prepare for CFA with internships 21:39 - CFA preparation strategy to clear the exam in first attempt 22:31 - Last 30 days CFA preparation plan 25:15 - Why you should not quit your job for CFA 26:32 - Why Finbridge graduates start internships before CFA exam 28:14 - Advice to working professionals planning for CFA 29:16 - Continuous learning and development of Finbridge alumni 🎯 If you are searching for: CFA Level 1 preparation, how to clear CFA Level 1 in first attempt, CFA with internship, CFA with job, equity research internship, equity research career, CFA study plan, last 30 days CFA plan, finance career after 12th, CFA vs CA, CFA careers in India — this episode is for you. 🔗 Learn more about Finnacle Institute Programs Finbridge Program: finnacleinstitute.com/fin... CFA Level 1: finnacleinstitute.com/cfa... CFA Level 2: finnacleinstitute.com/cfa... CFA Level 3: finnacleinstitute.com/cfa... We conduct physical batches in both Mumbai (5 branches Andheri east, Andheri West, Dadar, Borivali, Tardeo/Grant Road) and Surat (Vesu). We also provide live online and pre-recorded classes for CFA. 📌 Subscribe for more real success stories from students and professionals building careers in equity research, investment banking, portfolio management, private equity and other finance roles. 📞 For counselling on Finbridge / CFA preparation: 9157740227 #CFA #CFALevel1 #CFAPreparation #EquityResearch #FinanceCareers #CFAIndia #Internship #CrackingCFA #FinnacleInstitute #FinbridgeProgram

*Campus Placement Invitation | Finbridge® & Finplus Graduates* Dear Recruiters, We are beginning the 2026 Placement Season for our Finbridge® and Finplus professional certification programs at Finnacle Institute. Every year, we place a *select group of rigorously trained professionals into the industry who are comparable to ~1–1.5 years experienced analysts*, having undergone intensive training in real-world investment research. Our graduates are trained specifically for roles in: • Equity Research • Portfolio Management • Venture Capital • Investment Banking • Private Equity If you are looking to add high-quality analytical talent to your investment team, we would be happy to work with you. Kindly reply to this message with your requirement. Our placement team will connect with you to understand your requirements and propose 4–5 curated candidates per opening. 📅 *Placement season begins around 20 April 2026.* We look forward to hearing from our existing recruiter network as well as new firms looking to engage with Finnacle talent. Warm regards, Shailesh Bhala Director | Finnacle Institute 📞 9619748334 ✉️ shailesh.bhala@finnacle.co.in

Happy Holi from Team Finnacle!!

Want to build a Portfolio Management career in India as a fresher? This guide covers PMS job roles, salaries, growth path and how to break into Equity Research in India. Useful for Class 12 students, undergraduates, MBAs, CFA/CA aspirants, and working professionals planning a finance career. In Episode 2 of our "Careers in Finance" series, Amey Chheda (Finplus Program Alumni & Equity Research Analyst at Banyan Capital) explains: ✅ What a Portfolio Management (PMS) firm does ✅ Job roles in PMS who gets hired ✅ Brokerage vs PMS | Buy Side vs Sell Side ✅ Salary long-term growth path ✅ Academic requirements Skills needed ✅ CA vs Finplus: A practical comparison ✅ AI in finance practical investing & Valuation frameworks Watch Full episode here: youtu.be/wBVNHtVWwOc?si=AqmS… ⏱️ Timestamps (Quick Chapters): 0:00 - Introduction of Amey Chheda 3:42 - What is a Portfolio Management (PMS) Firm? 10:04 - Job roles in Portfolio Management 16:03 - Brokerage firm vs Portfolio Management firm 18:27 - Buy Side vs Sell Side job roles 28:46 - Salaries and growth in a Portfolio Management firm 32:00 - Academic requirements to crack a Portfolio Management firm 35:12 - Long-term career pathways in Portfolio Management 38:31 - Role of AI in Finance 43:51 - Difference between CA & Finplus Program 47:30 - Importance of Case Studies & Live Projects (Finplus) 51:15 - Campus Placement Quality in Finplus Program 57:53 - Networking opportunities in Finplus Program 1:00:39 - Alumni support in Finplus Program 1:04:01 - Career opportunities post Finplus Program 1:05:12 - Daily/Weekly/Monthly routine of an analyst in PMS 1:08:14 - Detailed investment framework for public equities 1:13:06 - Special Situations & Technical Analysis in portfolio construction 1:18:06 - Valuation framework used while buying stocks 1:23:50 - Portfolio allocation framework 1:26:45 - Key sectors with growth potential 1:31:44 - Best & worst investment decision of life 1:35:33 - Most important strength of an investor 1:38:58 - Life-changing advice 🎓 About Finnacle Institute (23 Years, Since 2003) Finnacle Institute’s Finbridge and Finplus Program are India’s premier launchpad for careers in Equity Research, Investment Banking, Portfolio Management, institutional equities, Family offices & Private Equity. (Finplus Program is basically the executive version of Finbridge ® program) •The Method: 11 months intensive training on 100% Industry-integrated curriculum with Live Case studies, Applied Projects & Industrial Training. •The faculty: Industry Practitioners from leading core finance firms of India •The Output: Graduates are awarded with the coveted FinExpert® (FE) designation. They are offered roles ranging from Research & Valuation Associate/IB Analyst to Senior executive at one of the highest starting packages in the finance sector by 100 marquee campus recruiters in top tier finance roles. Several alumni have also launched their own successful investment management, investment banking and research & advisory firms and have also joined their family business in establishing new segments for growth & launched their own startups into various sectors 📍 Learn more about Finplus Program: finnacleinstitute.com/fin... 📍 Learn more about Finbridge Program: finnacleinstitute.com/fin... 📍 Learn more about Campus Placements of Finbridge & Finplus Program: finnacleinstitute.com/cam... 📌 Subscribe for more finance career success stories in India. To directly talk to our experienced career counsellors call – Mumbai: 6355043018 Surat: 9157740227 #portfoliomanagement #FinanceCareersIndia #EquityResearch #SalaryInFinance #Finplus #Finbridge #FinnacleInstitute

A Standard of Excellence: Finnacle Institute's CFA Results That Sparkle! We are extremely proud to maintain our streak of the past 22 years of generating exemplary passing results in CFA (USA) exams! We are thrilled to announce that, once again, students of Finnacle Institute have delivered exceptional results in the CFA Level 1 & Level 2 Nov 2025 Attempt. Our heartiest congratulations to all of them for working so hard and achieving this remarkable feat at a Global Level! About Finnacle Institute ✓ Largest and Oldest CFA training provider in Mumbai since 2003 and South Gujarat since 2014 ✓ One of the Highest passing rates across India in CFA examination ✓ More than 200 students featured in world's top ten percentile in past 4 years. Warm Regards, Team Finnacle

Conducted 1-day workshop on "AI for Financial Analysts" for 100 equity analysts and Investments Bankers from prestigious capital market firms in Mumbai last Sunday in collaboration with Finnacle Institute @Finnacle_inst It was a great experience, and I learnt a lot interacting with all and brilliant set of questions, interesting case study session. Loved it. Thanks Finnacle for this opportunity and great hospitality