Guidance For Career in Core Finance | Part 1

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  • Опубліковано 8 лют 2025
  • In this video, we're going to be discussing a roadmap to a successful career in finance: investment banking, financial modeling, and equity research.
    If you're interested in a career in finance, then this is the video for you! We'll cover everything you need to know about investment banking, financial modeling, and equity research in order to reach your career goals. After watching this video, you'll have everything you need to start your core finance career!
    This is a detailed session on careers in core finance profiles such as Investment Banking, Equity Research, Business Valuations, M&A, etc. We have covered various aspects of each role like main functionalities, what are the different roles in Investment banking and other profiles, skills required, top employers in India, and the salary of the investment bankers.
    It is a learning session covering most of your queries.
    📛 If you want to join our next LIVE masterclass on Zoom = ✅Join our Whatsapp channel - whatsapp.com/c...
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    ✅ You can connect with Parth Sir on Linkedin -
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КОМЕНТАРІ • 401

  • @sameerazmi3241
    @sameerazmi3241 Рік тому +99

    Sir I'm mba fiance student and I want a career in finance but you haven't mentioned mba finance category??

    • @thevaluationschool
      @thevaluationschool  Рік тому +30

      Consider it under professional course itself. Will take care of that in further videos!☺️

    • @saurabhramane1478
      @saurabhramane1478 Рік тому +4

      ​@@thevaluationschoolParth Sir I have done Distance Mba from NMIMS, will that be consider under professional courses?

    • @supritmal
      @supritmal Рік тому +2

      ​@@saurabhramane1478bhai distance mba from NMIMS mein koi aache package ka placements milta hain kya ???

    • @saurabhramane1478
      @saurabhramane1478 Рік тому +2

      @@supritmal no

    • @supritmal
      @supritmal Рік тому +1

      @@saurabhramane1478 Thanks Bhai for your reply 🙏🫂

  • @HarshVardhanSinghBhati-z5z
    @HarshVardhanSinghBhati-z5z 9 місяців тому +38

    1. Karna Hain
    2. CFA mandatory (no risk 100 reward)
    3. Financial modelling -> valuation(basic) BOTH COVERED IN FINANCIAL MODELING PLAYLIST. SEE THAT PLAYLIST AND THEN SEE ARE YOU COMPATIBLE WITH IT.
    4.Then do Advance courses.
    5. You really have to work on communication skills because at the end you have to manage with people.
    6. Aware about general stuff. Day to Day finance. Corporate news, Economy news, market news-> a dedicated video will come for it.

  • @lakshayjain2981
    @lakshayjain2981 Рік тому +201

    Sir honestly due to your fin. Modeling course on youtube i am able to crack my job in the investment banking field in mumbai ... And i have no words to thank you ...all the credits goes to you ❤️

  • @anmolsaxena1037
    @anmolsaxena1037 Рік тому +12

    pehla banda jisne sach me video me finance k baare me smjhaya ..aane wali problems .uske reasons aur solutions. ..thankew so much sir ❣️ab tak jitne bi videos bi dekhe sb khel khel rhe the bs.

  • @cyash9026
    @cyash9026 Рік тому +30

    Sir we are grateful to have you. Just a small request please make a playlist for CFA L1 coaching like you made for financial modelling as the other coaching centre are charging very high amount or you can make paid videos at a reasonable rate. We will be very happy to learn cfa from you.

  • @MenokaPaul-hp2sl
    @MenokaPaul-hp2sl Рік тому +10

    Financial Modelling course on your youtube is very very helpful. Highly recomended for all

  • @jeodeepsingh8307
    @jeodeepsingh8307 Рік тому +35

    Thank you for starting this series sir, actually I did MBA in finance and joined a CA firm, but was shifted to assistant position due to weak accounting skills, I am still very much keen in making a career in finance, hope you can provide some guidance

  • @ankitakumari2298
    @ankitakumari2298 Рік тому +5

    Thank you so much for sharing this vedio sir. I am a working professional and through your content I'm getting a better clarity on how to make my career in finance.

  • @chanbasha8900
    @chanbasha8900 Рік тому +8

    Sir, Thanks for bringing this video. Hope all the finance students would take benefit from this.
    I would like to request you to make a video on FP&A career role like you did on private equity in past

  • @punjabi2936
    @punjabi2936 Рік тому +20

    I am myself MBA. Majority of Financial Modelling roles are only number punching job even though pay is above 12 lpa. I have worked for Barclays and Blackstone and there is template of company where we punch numbers. I think Finance roles are most boring but again money is only thing that motivates and once you enter this field you can’t easily escape else many would have, you will do punching , get scolded by senior if there is any mistake till you become Manager. In my team CA Rankholder, MBA from SIBM, IMT G, NMIMS, IP University all are doing same task of punching figures and docs upload.

  • @BradleyPatriciaLewis
    @BradleyPatriciaLewis 11 днів тому

    This video answered so many of my questions about making a career in finance. Thanks for sharing your knowledge.

  • @learnwithsmita9102
    @learnwithsmita9102 Рік тому +4

    Sir, i have completed MBA in Financial Management and i want to make career in corporate finance but i m totally confused about which role is suitable for me .And thank you so much sir for providing all these knowledgeable information for free of cost

  • @harshitguleria4116
    @harshitguleria4116 11 місяців тому +2

    Thank you so much sir jaha koi ni hai guide krne ko aap vahan humare liye khade ho. It means a lot ❤🙏

  • @shivamsarswati528
    @shivamsarswati528 Рік тому +6

    Hi Sir definitely make career roadmap for Private Equity! This is my dream career and I can't wait to get your guidance 🙏🙏

  • @nv1850
    @nv1850 Рік тому +5

    Meanwhile me, who is doing engineering but want to make career in finance 🙂
    But I'll try my best to make it. Thank you sir

  • @KennethPeterson_838
    @KennethPeterson_838 11 днів тому

    The information on investment banking and equity research is super helpful. I think I might explore these paths further.

  • @lokeshpathak780
    @lokeshpathak780 Рік тому +5

    Financial model is very interesting to create

  • @CarlBradleyMartinez_524
    @CarlBradleyMartinez_524 11 днів тому

    Great insights on core finance careers. I really appreciate the breakdown of different roles.

  • @punit2110
    @punit2110 11 місяців тому +2

    Also I am following your modelling playlists amazing work so easy to understand all the concepts and put into practice once I complete this then I will be sharing it on LinkedIn tagging you hope that is fine with you.

  • @urvivaidya5920
    @urvivaidya5920 8 місяців тому +1

    Sir i have completed my Masters in Economics and now i am aspiring to build a carrer in finance i would appreciate your guidence on the appropriate roadmap to achieve this goal. As for now i have enrolled for research analyst nism exam and learing financial modeling from your yt channel.
    Thank you in advance, sir, for taking the time to answer my question.

  • @adityasinghchauhan1146
    @adityasinghchauhan1146 Рік тому +3

    Properly explained in a mannerised way🙏🙏

  • @sahilchaudhary5357
    @sahilchaudhary5357 Рік тому

    To be honest, this is the channel I was searching for !! Thanks for this awareness :)

  • @jaikumarpritmani6596
    @jaikumarpritmani6596 Рік тому +2

    thankyou for all your videos they were all next level value additions

  • @nishalalwani4841
    @nishalalwani4841 Рік тому +4

    Sir; great start to some useful videos… please can you include some videos on basic finance terminologies as it will be very useful during interviews

  • @abhishekchaudhary7726
    @abhishekchaudhary7726 11 місяців тому +1

    Wish i would have come across such content few years back.Sometimes i feel envy of this gen kyuki inhe sabkuch plate me pados k mil raha h .Bus utha ke khane ki der hai.

  • @a1classes102
    @a1classes102 Рік тому +1

    Thankyou Sir!, we are blessed to have a teaher like you. ❤❤

  • @sunainadewan6294
    @sunainadewan6294 Рік тому +1

    Hi Sir i am a CMA finalist and looking forward to more such videos..thanks for coming with these series

  • @BharadwajArjith
    @BharadwajArjith Рік тому +1

    Thank you for the Series. The content is Amazing. I hold work experience of 4.5 years in Supply chain and currently Pursuing a PGDM in Finance from FORE School. I'm facing an issue with the summer placements as companies prefer freshers and people with work ex in finance itself. I am putting on effort to learn everything about finance but still not getting any output. Help me out with this

  • @ashumaurya9537
    @ashumaurya9537 10 місяців тому

    Sir i am graduated but i am confused about career in finance and you clear all the doubts.

  • @prabhatkumar6657
    @prabhatkumar6657 5 місяців тому +2

    Bhaiya please make videos on CMA course also. What are the opportunities in core finance feild after. CMA+CFA

  • @anushkaushik-v8j
    @anushkaushik-v8j Рік тому

    I really need it, I'm in first year of my bachelor's ❤❤

  • @kaushalparab5845
    @kaushalparab5845 Рік тому +2

    Guardian angel ho sir aap mere

  • @ayushgarg5436
    @ayushgarg5436 Рік тому +1

    Please make a video on Types of Foreign exchange Transactions like Spot / Forward / swaps / options / FRA . Quotation of currency . How to quote ? And how Interest rates take into account in doing this trades

  • @sanjanashaw6055
    @sanjanashaw6055 Рік тому

    You are helping a lot of people, thank you so much sir.

  • @study-finance
    @study-finance Рік тому +1

    Always excited for a new one 😊

  • @Prophetbaseist
    @Prophetbaseist 5 місяців тому

    Bhai you are a Must subscribe. Thanks for being so natural.

  • @jaikumarpritmani6596
    @jaikumarpritmani6596 Рік тому +6

    thankyou so much sir but... being a CFA level 2 cleared with CA foundation AIR and intermediate in first attempt (I dropped out in finals) and with valuation projects created. I am struggling to get a job bcz of not having prior experience...

  • @farazhussain4046
    @farazhussain4046 Рік тому

    Bahut bahut shukriya is video ko upload karne ke liye😊

  • @silenexmusic
    @silenexmusic 7 місяців тому

    Thank you ❤🎉 very beautiful way' to teach finance

  • @kumaranuj6548
    @kumaranuj6548 Рік тому

    i appreciate your hard work & efforts sir, thanks !

  • @dibyangshukashyap
    @dibyangshukashyap Рік тому +6

    Sir, it would be more than wonder if you could lay out a plan to get into finance sectors like IB from an engineering background. After completing 12th, my interests are growing in finance.
    P.S. also learning financial modelling.

  • @vaibhavagrawal8770
    @vaibhavagrawal8770 Рік тому +4

    Hi, I'm a working professional and looking forward for the series as im genuinely interested to build my career in the field

  • @rahulpathre4870
    @rahulpathre4870 Рік тому

    You are a great teacher.... Love your content ❤❤

  • @sontykumar4803
    @sontykumar4803 Рік тому

    Thank you very much sir.
    Mujhe iss video ki bahot jarurat thi.

  • @sumeetnikalje2118
    @sumeetnikalje2118 3 місяці тому +1

    Sir I want to pursue cfa today I'm at first year and started your nism series 15 for the base if you came out with cfa exams video surely I am that confident I will cracked as main woh bachha hu joh last Tak bhetta hai 😂

  • @AnilYadav-uj1ck
    @AnilYadav-uj1ck Рік тому

    Hai sir bahut maza aara hai tha aap ke playlist dekha mai ne 😊

  • @shriniwasjoshi12
    @shriniwasjoshi12 8 місяців тому

    I am working as payroll associate & want to shift to core finance. Completed my MBA Finance recently.

  • @mahimndashora2020
    @mahimndashora2020 9 місяців тому

    You are literally sent from heavens literally

  • @Indianmatrix75
    @Indianmatrix75 Рік тому +1

    Sir wo khud kaa business kaise kare in skills k bal bute me Zaruri banaye is series me.
    Thank you

  • @PujaPruthvi
    @PujaPruthvi 27 днів тому

    Hello Sir, Thank you the amazing and relevant content to most us that are seeking for a better career path. Its extremely Valuable to me. I wanted to get some suggestion form you. As I have graduated with BTech and MBA and currently working in retail banking, but I do want to proceed into a corporate role as I see great potential in myself and I want to achieve this transition in my career very soon, what finance roles would you suggest from someone like me?

  • @vipulbhatia3562
    @vipulbhatia3562 Рік тому +8

    I am a bcom. Graduate, thank you and eagerly waiting for your next videos.
    Also, please guide us, what is core and non-core finance ?

  • @shivamsarswati528
    @shivamsarswati528 Рік тому

    Sir, please make video on how to track Finance news and latest developments on finance industry…

  • @Jbhm876
    @Jbhm876 Рік тому

    Thank you sir... bahut accha se samjhya

  • @alltypesofshawts6237
    @alltypesofshawts6237 Рік тому +4

    finding this channel is blessing 😇

  • @vipulbhatia9258
    @vipulbhatia9258 8 місяців тому

    please make a guidance video for working professionals wanting to switch career in finance

  • @sharkasmm
    @sharkasmm Рік тому

    Bhai career clarity, roadmap pr bahut sara videos already h on youtube kindly app practical application, concepts yeh sav pr videos upload kariye of possible.

  • @decent_nomad
    @decent_nomad Рік тому +1

    Hello Parth, Love your content. Can you make a video on ESG and sustainable finance? I am into ESG modelling but not the core. I want to explore more options.

  • @rachitdabral2230
    @rachitdabral2230 Рік тому

    Amazing video sir , I request you to make more videos about entering core finance courses

  • @nandinimittal6891
    @nandinimittal6891 Рік тому

    Amazing Content❤...waiting for more such amazing content

  • @Circket_Legends420
    @Circket_Legends420 Рік тому

    Hellow, sir
    Am watching and following your videos over financial modeling.
    Sir, I have my background in pure economics and now want to learn finance and accounting for financial modeling. Please recommended me most relevant and easiest books or your lectures.
    Thanks in advance
    Love from 🇵🇰

  • @RahulSharma-gv6kq
    @RahulSharma-gv6kq Рік тому +4

    Sir what about people who are doing or will do mba in finance, should they also do cfa ??

  • @Manishrai1207
    @Manishrai1207 7 місяців тому

    Sir ek separate video fund manager career ke liye bana dijiye

  • @Puru_hoja_Shuru
    @Puru_hoja_Shuru Рік тому +2

    I am a 2020 BBA graduate from IP University, Delhi. Recently I cleared my CFA L2 Exam. I made the mistake of not enrolling in internships while preparing for CFA. I haven't worked any job till now. I acknowledge that it's a weak profile but I am willing to all in now. I want to work in equity research profile. I am dedicated to working on the practical/applications aspect for the next 6 months along with my CFA L3 prep. What should ideally be my approach now?

    • @ll4610
      @ll4610 8 місяців тому

      Hi bhaiya
      I have just given cuet exam and planning to do cfa in future
      Pr kyuki mere cuet ke exams boht bure Gaye the ... So I think I won't be able to get a good college
      I am thinking to give ipmat and do ipm course and after that I will do cfa
      Am I right?
      Can you guide me???

  • @AKTheMoneyMentor
    @AKTheMoneyMentor Рік тому

    Thank you so much sir!!
    Love from Pakistan

  • @Naziverse
    @Naziverse 9 місяців тому

    I am confused to choose career between digital Marketing and Finance.
    Actually I working as an accountant but I observed that stuck at one position there is no growth. Now, I wishing to switch my career to digital Marketing or stay with my existing job profile. Please make a video sir please.
    Digital Marketing or Finance for an individual stuck at certain points.

  • @lakshaybhardwaj6916
    @lakshaybhardwaj6916 Рік тому

    Really want to make career in finance because I have a keen interest in Stock Market and with that curosity , I want to switch my career into finance, I am a non commerce student but since for the last 2 years i have indulged myself in stock market as a investor. therefore I want to know that i am on the right path of thinking to pursue my career in finance or what are the prerequisites that i need in order to pursue my passion as a profession

  • @AkashKumar-if7yr
    @AkashKumar-if7yr Рік тому +1

    Parth bhai and what about the "Master people" Who have done MBA in Finance

  • @allround921
    @allround921 Рік тому +4

    How to work on communication skills.
    I know mujhe kya bolna hai but samne vaale ko samjha nhi pta, fumble kar jata hu ya voice Kam ho jaati hai, confidence nhi aata
    Plz help me related to this problem

  • @hariomupadhayay5557
    @hariomupadhayay5557 Рік тому +1

    Thanks for sharing ❤

  • @amanagrawal5178
    @amanagrawal5178 Рік тому +1

    So much clarity in such a short video. Highly appreciated for your efforts sir 🙏

  • @VhantomYT
    @VhantomYT 3 місяці тому +1

    Bhai can you make a video on AGE.

  • @mannpatel945
    @mannpatel945 10 місяців тому +1

    Sir i am not in any category that you mentioned above i am studying in 12th and this year will enter into 1st year college

  • @CASAURABHBEDMUTHA
    @CASAURABHBEDMUTHA Рік тому +2

    Sir i am a CA and now i am appearing for CFA L1 exams in august . example how the funds operate and generate returns , why they select a particular stock to invest or why they dont so to know this what should i start with? its a PORTFOLIO MANAGEMENT SERVICE Right??.... also i want to know about how can we become a trader ? Please reply Thank You

  • @sarveshnagar7421
    @sarveshnagar7421 Рік тому +1

    Sir I am currently a working professional and have been working with a top investment bank. The problem is I have 7 years of experience and it's completely into investment banking operations. I want to move out of operations as it's very monotonous and don't get me motivated at all. I have always been a finance enthusiast and want to switch my career into core finance. Need your guidance how can I start?

  • @srijanjha1695
    @srijanjha1695 Рік тому

    Kindy make video to guide engineering students who are willing to make career in core finance especially IB.

  • @sumamtsharma8453
    @sumamtsharma8453 Рік тому

    Dear Sir,
    I am currently pursuing an MBA (Online) program from Manipal University Jaipur, scheduled from 2023 to 2025. I completed my BSc in IT in 2018 and subsequently worked as a Sales and Marketing Executive in a paper manufacturing company until November 2021. Afterward, I attempted to establish my own business, but unfortunately, I did not achieve the desired success.
    Now, I am looking for make career in Finance
    Need your Guidance for that

  • @subhashvicky2317
    @subhashvicky2317 Рік тому

    Sir make a video in corporate finance. Plz

  • @ShlokPatel10
    @ShlokPatel10 Рік тому

    Amazing content Provided Sir, Thank you . I am aiming to become Investment Banker , I am currently in my First year of Bcom.(Cfa L1 in second year) and i have a doubt whether should i Do mba form Top Bschool or Should Start Job after Bcom as an Analyst role? I am learning Financial modelling currently.

    • @Target_POLICE47
      @Target_POLICE47 8 місяців тому

      Brother
      Which source your are learning Financial Modelling

  • @sid_fcb
    @sid_fcb 7 місяців тому +2

    sir I just finished 12th, can I learn financial modelling as well?

  • @bhagwatishete9930
    @bhagwatishete9930 Рік тому

    Sir please make a video on international business and it's business market , is it worth ?

  • @jaisood6398
    @jaisood6398 Рік тому

    Sir please make a video for ca aspirants who want to pursue career in finance

  • @RohitYadav-jq4je
    @RohitYadav-jq4je 10 місяців тому

    Sir, I completed my MBA last year and I joined an investment banker company for experience and i did my internship there in the Debt syndication (NBFC department). once I completed my internship thereafter I quit that company because of money issues. but when I looked backward I thought that I made a mistake in the Quiet job from that company. (in my mind at that time I went run for the money in a sales job but when I joined in sales company I didn't forget finance from mind.) and then I Quit also sales job and now I am looking job in the finance field. Give me a suggestion sir so I will not make any Silly mistakes in the future.🙂

  • @NikhilJain-p4s
    @NikhilJain-p4s 11 місяців тому

    Sir aplease make a video on proper profile for a finance guy and the certification needed for it if he is a fresher(does nism certificate helps as a fresher)
    And kitna months ngo work will help a fresher

  • @accamate
    @accamate 10 місяців тому

    Sir please make a video for ACCA for career guidance

  • @dhwanishah1710
    @dhwanishah1710 Рік тому

    It'll be great if you could list down the type of jobs one can do in Finance

  • @sukhmansingh8520
    @sukhmansingh8520 18 днів тому

    Sir CA/ACCA/CPA also includes Indian CMA?

  • @mayankdevda5981
    @mayankdevda5981 11 місяців тому

    How to keep ourselves updated sir on finance news ? I cannot find the video.
    Also sir, jese abhi hum newly start krenge pdhna toh flow m kese aayenge ? Like how will we get joined in the mainstream of finance just reading finance news ???

  • @vidhisharma1151
    @vidhisharma1151 Рік тому

    Hi, Can you make the video for CA in finance.. Eagerly waiting

  • @shubhanshgarg9114
    @shubhanshgarg9114 Рік тому

    Thanks for guiding sir

  • @akanksha3097
    @akanksha3097 Рік тому

    @parthsir pls Make some more videos for Valuation also😬😬😬

  • @moneyminded1406
    @moneyminded1406 Рік тому +1

    Sir I am currently working at SBI As a Clerk and want to switch career into core finance
    BE mechanical graduate - 2019
    Working with SBI since last 3 years
    Present Age 27 What courses should I take to Make a good career in finance please reply 😮

  • @amitkumarpal1824
    @amitkumarpal1824 Рік тому

    Sir, please make how to make financial model for startup companies.

  • @prajjwalkumar7868
    @prajjwalkumar7868 Рік тому +1

    Sir, I have a gap year. I have worked for 2 years in a banking back office operations role. I have a basic to intermediate-level knowledge of Capital markets, Derivatives, and Valuations. What Core finance role should I focus and what should be the roadmap.

  • @shivanshshri551
    @shivanshshri551 10 місяців тому

    Sir please make vdo on Fixed income for level 1 CFA.

  • @ishitashrishri9162
    @ishitashrishri9162 7 місяців тому +1

    do companies hire without certification if I have learnt it from you tube or any free course?

  • @avanishtalati3284
    @avanishtalati3284 Рік тому

    Thank you sir for helping us
    💜💜💜💜💜💜💜💜
    #we want lbo 1:29

  • @trupti0122
    @trupti0122 8 місяців тому

    Hi sir what is mean by financial analysis and how to work on it.

  • @sominbike
    @sominbike 10 місяців тому

    have you made video for working profs? I have 10 yrs working exp in accounts finalization, done PGDM and right now looking forward to switch my role in finance.

  • @jhonydsuza6850
    @jhonydsuza6850 6 місяців тому

    Sir you havent made a video on graduation , please make it 🙏

  • @arjunsamani342
    @arjunsamani342 Рік тому

    Sir please guide FRM students also in this series.