CFA Society India

If you're seeking to pursue a career in innovation/startup world, this webinar is for you. Shirin Sancheti, CFA is one of the most prolific speakers and a veteran when it comes to Corporate Venture Capital (CVC). His guidance will help you to kick start your own journey in this high stakes finance domain. Register now for the webinar on Thursday at 5.30 pm IST. https://cfainst.is/47GjlxR

Chennai, session alert! Gear up for 'Markets and Money - Books Discussion by M R Raghu, CFA and Arun Kumar' in Chennai, where accomplished #authors talk about Markets and Personal #Finance through their recent work, in a series of talks and Q&A. Date: Saturday, 12 October, 2024 Time: 9:15 am to 12 pm Venue: RR Donnelley, Prestige Polygon, 471, Anna Salai, Rathna Nagar, Nandanam, Chennai #Register today! https://lnkd.in/djT-5cQk

I happened to be in Indore today and thereby got an opportunity to attend a workshop by Kshitiz Jain, CFA, FRM, organized by CFA Society India Indore Chapter (Gaurav Somani, CFA, FRM) Kshitiz covered some practical aspects and nuances of factor investing, and how to run strategies using Amibroker software. Factor Investing has been the core of research at Share.Market by PhonePe and personally, one of my favorites. Seeing it being adopted by experienced professionals across the asset and wealth management industry gives more comfort to the investors. In the recent past, I had made several videos related to factor investing in collaboration with The Economic Times and had got super response. I had shared the videos here on LinkedIn, hope you had checked them out. Also, if you are in and around Indore over next few weeks, do buzz me, I am here for sometime and would love to catch up.

Are you (1) a woman, and (2) looking to build a career in finance? If the answer is YES to both the above, check out this initiative from CFA Institute and Kroll. There are no fees associated with applying for and (if selected) participating in the initiative. The deserving 25 women will go through a defining experience. What does the initiative include: (a) All 25 selected participants will go through an 8 weeks intense boot camp, covering skills required and demanded by the finance industry (technical, application and soft skills). At the end of it (for example), the participant should be able to confidently analyze financial statements and, at the same time, confidently speak and network with senior industry professionals. (b) All 25 selected participants will receive a "Certificate of Completion" from CFA Institute upon completing all the requirements (details to be shared). (c) At least 15 of the 25 selected participants will have an opportunity for a 6 months stipend paying internship at the end of the boot camp, which will enable the participants to further hone their finance and soft skills. Further details here: https://lnkd.in/dJAYek64 APPLY as soon as possible and don't wait till the deadline. Selection will be done on a rolling basis (and not post the deadline). CFA Institute, Kroll, CFA Society India, Aviral Jain, CFA, Vinit Poddar #careers #finance #youngprofessionals

Join us for the 8th Value Investing Pioneers Summit on October 26, 2024, at the Hyatt Regency, New Delhi. #VIPS The conference features industry leaders sharing invaluable insights from their decades of experience in value #investing. Learn from the pioneers, network with fellow investors, and enhance your investment #strategies. Don’t miss this unique opportunity to gain wisdom that can guide your investing journey. Secure your spot today! Early bird offer ends on 6 Oct, 2024. https://lnkd.in/dUrbcUH6 Jitendra Chawla, CFA Deepak Mundra,CFA Gaurav Kaushik, CFA Sunil Singhania Rajeev Thakkar Ravi Dharamshi Pankaj Tibrewal Hiren Ved

Don’t miss your chance to snag the Early Bird Offer for the 8th Value Investing Pioneers Summit - Delhi! #VIPS Join Rajeev Thakkar as he chats with Abhishek Singh about whether we should be a tad fearful when everyone else is feeling greedy. Spoiler alert: it’s not just about avoiding that overpriced latte! Hurry! The early bird flies away on 6 Oct, 2024! #Register now before it’s too late! https://lnkd.in/dUrbcUH6 Jitendra Chawla, CFA Deepak Mundra,CFA Shivani Chopra, CFA Gaurav Kaushik, CFA

Thank you, Mohan Kumar Prabhu, CFA, FRM, for taking the time to review our book. Your insights and feedback are greatly appreciated. Thanks, CFA Society India, for giving us an opportunity to share our ideas and views. Prasad Ashok Thakur #greenfinance #sustainablefinance #lowcarbon #climatefinance

I am excited to announce that TAPMI Bengaluru has joined with CFA Institute as part of our University Affiliation Program, providing our students with strong foundations for pursuing the Chartered Financial Analyst (CFA®️) designation. Arati Porwal, Country Head, India, at CFA Institute and I were honoured to join Dr Aditya Mohan Jadhav, Dean, TAPMI Bengaluru and Dr. Madhu Veeraraghavan, Pro Vice- Chancellor, MAHE Bengaluru alongside CFA Institute colleagues Anjana Nahar, University Relations Officer and Nikit Tyagi, Senior Manager, Partnerships & Client Solutions to celebrate this important milestone for the TAPMI Bengaluru community. Aditya Jadhav | Soumik B. | Dr Savitha Heggede | Abhishek Singh | Surabhi Tripathi | T A Pai Management Institute, Manipal | Manipal Academy of Higher Education, Bengaluru | CFA Society India #TAPMIBengaluru #CFAInstitute #FinanceEducation #BBAHonors #CFA #InvestmentProfessionals #UniversityAffiliation #GlobalMobility

I recently had the privilege of attending the 4𝘁𝗵 𝗠𝗮𝘀𝘁𝗲𝗿𝘀 𝗔𝘁 𝗪𝗼𝗿𝗸 conference, hosted by CFA Society India, and it was an enriching experience. The day was packed with insightful discussions, wisdom from industry experts, and networking opportunities that added immense value. 𝗩𝗶𝘀𝗵𝗮𝗹 𝗡𝗲𝘃𝗮𝘁𝗶𝗮, Managing Partner at True North Co, was particularly inspiring. As someone who carved his path in private equity without the traditional IIM/IIT background, he emphasized the importance of doing business "the right way" and shared some fascinating stories of his successes and misses. His advice to focus on inputs rather than outputs resonated deeply with me. 𝗩𝗶𝗻𝗼𝗱 𝗦𝗲𝘁𝗵𝗶, former CIO of Morgan Stanley 𝗜𝗻𝗱𝗶𝗮, provided a masterclass on global investing, reflecting on his tenure at Morgan Stanley, where he spearheaded international investments in India. His thoughts on managing large portfolios and seizing opportunities in emerging markets were a major highlight. Vijay Kedia, Managing Director of Kedia Capital Services Private Limited, his story of starting with zero capital and achieving exponential returns over the last 15-20 years was incredibly motivating. He discussed the virtues of patience and courage in investing, underlining that success often comes with perseverance. Pankaj Tibrewal, former Senior Fund Manager at Kotak Mahindra Bank 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, rounded off the day with his insights on equity fund management, focusing on navigating market cycles with knowledge and resilience. Overall, it was a fantastic event that provided practical wisdom and new perspectives on finance and investment. Looking forward to applying these lessons in my own journey! #CFA #PrivateEquity #Investing #Finance #InvestmentBanking #Networking

On 21 September 2024, FTSE Russell proudly supported CFA Society India’s event, “A Workshop on Advanced Valuation Techniques,” in Bangalore as the Location Partner. At this session, Arun Rathnam shared his invaluable insights into the complexities of valuing public companies and examined complex securities through a case study approach. We also took this opportunity to introduce FTSE Russell’s solutions across various asset classes to the audience. Thank you to all participants for joining us at this insightful event. #FTSERussell #LSEG #CFA #Valuation #Index #Benchmarks #India