Finnacle Institute

India’s Biggest Finance Institute - 19,000 students trained Since 2003 💰Crack into:➡️I-Bank➡️VC➡️Equity research

[Finnacle Institute @Finnacle_inst]

Our Courses: https://t.co/NzLF1oz8B4

CIO's Guest talk: https://t.co/LqQ3zOZcFN

Business Analysis Series: https://t.co/7ePsxg6RPS

Financial Analysis Series: https://t.co/PyhtL6BU2b

Valuations Series: https://t.co/936TuaWvgy

All Twitter Threads 👇: https://t.co/sISQ09KrZI

[Finnacle Institute @Finnacle_inst]

📚🧵📈Compilation of all threads we have written till now on Financial Analysis, Business Analysis, Valuations, Investing stalwart sessions @finnacleAcademy, Business leader stories, Summaries of investor memos/research papers and key takeaways of Investing webinars 👇🏻(1/8)

[Finnacle Institute @Finnacle_inst]

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

[Finnacle Institute @Finnacle_inst]

More from this batch 👇

[Finnacle Institute @Finnacle_inst]

Congratulations to All our CFA Level 1 Toppers.

This does not happen by accident.

It happens because you chose the right room, stayed in the process, and trusted the guidance.

You prepared with mentors who have trained 23,000+ finance professionals and know exactly what the exam demands.

That is why our toppers are not a surprise. They are a pattern.

If you are starting your CFA journey, this is what structured preparation looks like.

Same exam. Same syllabus. The difference is always the environment you prepare in.

The students celebrating today were once exactly where you are.

Right preparation. Right process. Consistent effort.

Your name can be here next time. Keep going.

[Finnacle Institute @Finnacle_inst]

More from this batch 👇

[Finnacle Institute @Finnacle_inst]

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: https://t.co/Hptrl7Dlxq

⏱️ 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: https://t.co/NPo8ryOsaI...
CFA Level 1: https://t.co/cCGU32TO70...
CFA Level 2: https://t.co/cCGU32TO70...
CFA Level 3: https://t.co/cCGU32TO70...

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

[Finnacle Institute @Finnacle_inst]

*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
✉️ [email protected]

[Finnacle Institute @Finnacle_inst]

Happy Holi from Team Finnacle!!

[Finnacle Institute @Finnacle_inst]

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: https://t.co/rMVGfnmgRd

⏱️ 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: https://t.co/NPo8ryP00g...

📍 Learn more about Finbridge Program: https://t.co/NPo8ryP00g...

📍 Learn more about Campus Placements of Finbridge & Finplus Program: https://t.co/pwMLnnQR4X...

📌 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

[Finnacle Institute @Finnacle_inst]

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

[Finnacle Institute @Finnacle_inst]

Success stories: Campus Placements season of Sep 2025 (Finbridge®️ & Finplus Program)

[Finnacle Institute @Finnacle_inst]

Success stories: Campus Placements season of Sep 2025 (Finbridge®️ & Finplus Program)

[Finnacle Institute @Finnacle_inst]

Success stories: Campus Placements season of Sep 2025 (Finbridge®️ & Finplus Program)

[Finnacle Institute @Finnacle_inst]

@suru27 It was a super amazing power packed session! Thankyou @suru27 sir for all the learnings.

Our @Finnacle_inst Alumni benefitted a lot through this session and through such similar sessions we hope to keep contributing to their learnings on the job!

[kumar saurabh @suru27]

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