Equity Investment

Corporate Bridge Group

Equity Research & Investment Banking

[email protected]

Call us : +91 92232 33659

http://www.educorporatebridge.com/

mailto:[email protected]



Trainings for Professionals/Stude

ntse-mPower LMS

Financial Trainings

e-mPower LMS

CFA & FRM

e-mPower LMS

Corporate Trainings

e-mPower LMS

University

e-mPower LMS

MBA Students

e-mPower LMS

Engineering Students

e-mPower LMS

Integrated Courses

e-mPower LMS

40+ Online

Courses in

Finance &

Adv. Finance

Price ranging

from INR

4000 to INR

24000.

3000+ Online

Students in 1

-1.5 year

10000+

registered

DEMO users

10+

Corporate

Clients

CFA Self Study

Online

Training

Program

Global Mock

Test Series for

CFA Level 1

Global Mock

Test Series for

FRM Level

1&2

Students

compete with

each other

resulting in

PASS or FAIL

Reached to

100+ B-Schools

and

Engineering

Colleges with

Seminars in

2009.

Live Projects in

Software and

IT domain

Soft-skills &

Campus

Recruitment

Training

Initiative

started in

March 2012.

Portfolio

consists of 10+

Projects

Participation

from students

of 600+ B-

Schools.

5000+ students

have

participated in

C-FAT.

500+ students

have taken

projects

Headquartered in Mumbai and formed by graduates from leading institutes (IITs & IIMs), Corporate Bridge

Group is a global full-service Online training and e-learning services provider to Corporates, Universities etc

Instructor Led

In-House

Training for

top investment

banks and

financial

institutions

Online

Training

Blended

Training:

Instructor and

Online

Training

Clients include

J.P.Morgan,

Morgan

Stanley, CLSA,

Kotak etc

Reached to

100+ B-Schools

and

Engineering

Colleges with

Seminars in

2009.

Soft-skills &

Campus

Recruitment

Training

Course Instructors

Kishore Gandhi is associated with Corporate Bridge in an advisory capacity as the Firm's Chief Mentor. Kishore brings extensive experience of over two decades in the Financial Services Industry and most recently, he was the Managing Director at J.P. Morgan Chase & Company heading the bank's Global Research Center in India.

Kishore has worked in senior management roles in prominent firms including CRISIL, Standard & Poor's (S&P) and McKinsey & Company. Presently Kishore is a Consultant and Trainer in the areas of management education, corporate training, business strategy, organization development and institution building.

Kishore is also a member on the Advisory Committee of the CFA Institute.

Kishore Gandhi (ex. MD, J.P.Morgan, IIMA)

Premananda with his zest and insatiable appetite for teaching has truly set a benchmark within the education domain. His meticulous and systematic analytical approach combined with passion for mentoring has made him one of the most sought after individuals in the training sphere. Post IIT, he was instrumental in growing educational institutions in Vishakhapatnam, Kolkata, Bhilai etc. and later, Premananda co-founded the premier educational institute, The School of Mathematics based in Kota and Jaipurthat develops trains and deploys products & services in IIT JEE domain. His passion for excellence and perfection has been remarkable and his flair for business made him switch to management. Post MBA from IIM Calcutta, Premananda was the part of Business Banking Group in YES Bank. A brilliant tutor of Mathematics and Aptitude, Premananda has successfully trained thousands of students for IIT JEE, CAT, CET etc.

Premananda Suna ( IIT Delhi / IIM Calcutta)

Kayideni Kholi has 6 years of experience in Corporate Strategy & General Management areas. He has worked across sectors like real estate, auto, IT, Oil & Gas and has been involved in various strategic initiatives like joint ventures and mergers & acquisitions at Hinduja Group & SRSL

Prior to his MBA he has worked with HPCL in planning and delivering key refinery Turnaround Projects in Mumbai and Visakhapatnam and in the process implementing new technologies and process leading to significant improvement in refinery downtime.

One of his prime achievements has been the research project under the guidance of Prof PR Shukla, one of the leading authors of award winning IPCC reports. Kayideni holds a B.Tech (Mech) degree from IIT Delhi and an MBA from IIM-Ahmedabad

Kayideni Kholi (IIT Delhi/ IIM Ahmadabad)

Dheeraj has worked for some of the most widely respected research firms. He was associated with J.P Morgan Chase Equity Research Group as an analyst and later moved to CLSA India which provided him with valuable experience in the field of Equity Research and Investment Banking domain. His performance and contribution was exemplary and widely appreciated.

Dheeraj has trained and mentored over 1000 professionals and students from Top Investment Banks, Private Equity Firms and Rating agencies and has also conducted number of high impact training programs for IIM Lucknow, IIM Indore, FMS Delhi, MDI Gurgaon, IIT Kanpur, IIT Delhi etc. Dheeraj has been instrumental in formulating and delivering Comprehensive Program on Equity Research Programs n tie-up with Bombay Stock Exchange.

Dheeraj Vaidya, CFA, FRM (IIT Delhi / IIM Lucknow)

Equity Research & Investment Banking

Excel Functions

Recommended Time : 15 Hours

Online Resources

Key Takeaways

Efficiently provides the required Excel foundation.

Taught using easy-to-follow materials filled with

exercises.

Prepares participants for the Financial and Valuation

Modeling training courses

This module provides introduction to basic excel tools and functions like Logical functions - AND/OR/IF ,

Arithmetic functions - ABS, INT, LARGE, MAX, MIN, SMALL, TRUE, Date functions - DATE,

WEEKDAY, DATEDIF, WORKDAY, NETWORKDAYS, Aggregation - COUNT, COUNTA,

COUNTBLANK, COUNTIF, SUMIF, SUM

1 23 32 2

Advanced Excel Tools


Online Resources

Key Takeaways

Gain Excel proficiency—calculations, functions,

formulas, and Excel best practices.

Understand advanced Excel features—data tables and

macros

Graphs & Charts provides inputs on Special cases and

also valuation graphs use by Research Analyst

In your career as a finance professional, you would be using Excel day and night. So you should be very

comfortable with using excel, not only that you should know the advanced techniques and shortcuts, which

would save a lot of your time. Apart from that you should know various charts and graph functions which

will not only help you visualize your inputs but will also make your pitch book look more attractive.

13 40 47 4

VBA’s And Marcos


Online Resources

Key Takeaways

Time saver & You can create your own shortcuts

Helpful in doing Analysis

Helpful in understanding technical language

Easy dealing with constants & variables

Financial Analysts deals with lot of databases and excel functions and graphs. Many of these functions are

complex and repetitive. In order to save time to regularly update their analysis worksheets, analysts write

lot of Macros using simple as well as VBA coding to automate their worksheets and save time. This module

provides introduction to VBAs and Macros and how you can use these as a Research Analyst

0 56 0 0

Accounting Foundation


Online Resources

Key Takeaways

Why Accounting/ Finance is important?

How to read Profit and loss statements, How to read the

Balance Sheet, Understanding Equity Capital

Analysis of Financial Performance with Basic ITC case

study.

Finance for non-finance is a basic module which will help people from non-finance background like

engineering or science graduates to get familiar with basic accounting and finance concepts and will help

people from finance background to clear and revise their basic concepts which are useful in Equity

Research

27 36 13 6

Advanced Accounting


Online Resources

Key Takeaways

Understand Professional Accounting Analysis

Populate the financial statements from Annual Reports

Ratio Analysis – Liquidity Analysis, Common size

statements, Internal liquidity analysis, Operating / Risk /

Growth Analysis, DuPont analysis - Return on equity

ITC & Asian Paints Case Study on Ratio Analysis

―Identify the Shenanigans‖ i.e. identify management

manipulations, if any.

Accounting is the heart of Research Analysis. This module includes the understanding of Financial Statement

Analysis. Before the calculation starts, the key challenge is to get the right data from various sources. For example

for sourcing financial numbers, we may source it from Annual Reports, NSE / BSE websites etc. Additionally, the

ratio analysis done on wrong set of numbers will lead to results which will mislead the analysis. Hence, as an

analyst the primary challenge is to fetch the right data.

14 38 7 0

Economics


Online Resources

Key Takeaways

Exchange rates, commodity prices, GDP growth rates,

interest rates, IIP Numbers data on Stock Markets

Understand the business environment of key sectors

through Porter’s five forces analysis

Build Micro & Macro Economic Foundations

The purpose of this course is to give students a thorough understanding of the principles of economics that apply

to an economic system as a whole. Such a course places particular emphasis on the study of national income and

price-level determination and also develops students’ familiarity with economic performance measures, the

financial sector, stabilization policies, economic growth and international economics.

30 105 19 0

Corporate Finance


Online Resources

Key Takeaways

Concepts of Time Value of Money

Project evaluation using NPV, IRR, Payback, XIRR,

MIRR etc

Conceptual Foundation for Corporate Valuation Module

Corporate Finance allows you to value a project, based on the time value of money. In essence, you are

discounting the value of future cash flows to determine if the value today makes the project worthwhile. This

emphasizes the value of the concepts of corporate finance in Equity analysis, especially in DCF Valuation

technique where we need to discount the future cash flows to determine the present worth of the company.

10 40 7 1

Corporate Valuation


Online Resources

Key Takeaways

Learn Discounted Cash Flow techniques, calculation of

WACC, Terminal Value and intrinsic value calculations

Calculating equity value and enterprise Value (EV) and

Normalizing earnings

Calculating fully diluted shares outstanding (options &

convertibles)

Equity value multiples: P/E, P/CF, P/BV, PEG, Dividend

Yield

Equity Valuation is the process of estimating the potential market value of a financial asset or liability. Valuations

are required in many contexts including investment analysis, capital budgeting, merger and acquisition

transactions, financial reporting, taxable events to determine the proper tax liability, and in litigation.

27 87 38 3

Financial modeling Using Excel


Online Resources

Key Takeaways

Build a step-by-step advanced financial model

Learn the Concept of circularity, Cash Sweep

Understand the Key Linkages of IS, BS and CF

Ratio Analysis and Margin Assumption Analysis

Sensitivity using Two Dimensional Data Tables

Arriving at DCF Valuations using FCFF approach

Financial Modeling includes professionally forecasting future financial statements. In addition, financial model

consists of one or more input parameters along with data and formulas that are used to perform calculations or

make predictions. By changing the values of the input parameters, you can do "what-if" studies to see what

happens when the inputs change.

0 28 2 1

Financial modeling on Paint sector


Online Resources

Key Takeaways

Learn how to read the Annual Reports of Asian Paints,

understand the footnotes

Create Integrated financial model of Asian Paints by

referring all public sources, conference calls, press

releases etc

Suggest BUY/SELL recommendation on Asian Paints

like a Professional Research Analyst

Live company application of Financial Modeling on Asian Paints Ltd (largest paints company in India). We find

the professional valuations of Asian Paints like a Research Analysts by preparing Integrated financial model of

Asian Paints and applying professional valuation like DCF, Relative Valuations etc

0 34 6 0

Financial modeling on IT – Google Inc


Online Resources

Key Takeaways

Learn how to read the Annual Reports of Google Inc,

understand the footnotes

Create Integrated financial model of Google Inc by

referring all public sources, conference calls, press

releases etc

Suggest BUY/SELL recommendation on Google Inc

like a Professional Research Analyst

Live company application of Financial Modeling on Google Inc. We find the professional valuations of

Google Inc like a Research Analysts by preparing Integrated financial model of Google Inc and applying

professional valuation like DCF, Relative Valuations etc

3 26 4 0

Financial Modeling of Education Sector


Online Resources

Key Takeaways

Learn to build a excel based financial model of

Management Institute and a School

Provides an overview of K-12 segment and overall

Education sector in India

Understand the due-dligence required in Education

Companies

Live company application of Financial Modeling of Education Sector. We understand the nuances of

Education sector in India and various models for Education Partnership. This module also contains detailed

financial modeling of a Management Institute and a School.

4 47 4 0

Mergers & Acquisitions


Online Resources

Key Takeaways

Learn M&A Modeling, Accounting Considerations in

M&A, Purchase Method versus Pooling Method

Calculate Pre-tax synergies and evaluate strategies to

acquire the firm using Cash, Stock and mix of Cash-

Stock Deal

Accretion/Dilution Analysis of EPS and creating

sensitivity table using DATA TABLEs

Investment Bankers are primarily involved as advisory functions for Valuations, regulatory frameworks,

initiations etc. Our module on M&A focuses more on M&A Process, Cash flow available for strategic purposes,

Cash and stock mix for deal financing and Accretion/ dilution analysis. LIVE Merger Model - Parkway

acquisition of Apollo Hospital

12 43 7 1

Initial Public Offer (IPO)


Online Resources

Key Takeaways

Learn the basic of IPO Modeling, application of DCF to

arrive at the price band

Book Building Process and regulatory aspects

Understand the significance of Due Diligence in IPO,

IPO Grading, Grey Market Premiums and IPO Index

Investment Bankers help raise companies raise funds from secondary markets. Hence, they should be aware of

IPO Procedures and processes. In this module, we cover the IPO basics, IPO regulatory aspects as well as LIVE

applications of IPO modeling

15 23 5 1

Fund Raising Options


Online Resources

Key Takeaways

Learn what is understood by Qualified Institutional

Placement (QIPs)

Learn the process of offshore listing including ADRs

and GDRs and raising debt through NCDs

Build foundations in Rights, FPO process and Private

Equity Funding

Raising money for Companies is one of the most important activities of Investment Bankers. Depending on

the amount and life cycle of the company, fund raising options may include QIPs, ADR & GDR, Rights,

FPOs, Private Equity etc

7 19 0 1

Pitch book Preparation


Online Resources

Key Takeaways

How to prepare a Pitch Book (Buy Side, Sell Side) and

what all is covered in the same. what all discussion take

place during a Pitch and how these are addressed

Key Differences between a General Pitch Book and a

Deal Pitch Book

Anatomy of Pitch Book

“Pitch book” means PowerPoint presentation that Investment Bankers create. Typically there are 1) Market

Overviews / Bank Introductions Pitch Books – Introducing your bank and giving updates to potential clients. 2)

Deal Pitches – Sell-side M&A, buy-side M&A, IPOs, debt issuances, and so on. 3) Management Presentations –

Pitching a client to investors once you’ve actually won the client.

11 45 2 0

Report Writing Techniques


Online Resources

Key Takeaways

Tips and Techniques to write professional Research

Reports

Result Update, Initiation Report, Thematic Report,

Economic Update, Strategy Reports

Do’s & Don'ts of Research Report Writing

Here we deal with important questions like what is Equity Research Report, Initiation Report, Industry /

Sector Report, Strategy/Economics Reports, Results Update Report, Flash Report, Anatomy of Investment

Banking Report First Page, Comparing Investment Banking Report, Do’s & Don'ts of Research Report

Writing, Research Report Writing – Case Studies , Readability Statistics - Flesch-Kincaid Grade

15 19 2 0

Client’s Testimonials…1/2

―The materials provided by the

academy is very good and helpful

specially for non-commerce background

and the project as a whole is very

challenging and gives an in depth

knowledge in the field of finance.

― Being an intern at corporate bridge has

provided me with opportunity to learn by doing.

Using the real numbers from the industry and

moving step by step has helped me better

understand the concepts and their application.

― The Project video's are very helpful at

the time of preparing Project report. Thanks

for the immediate reply to queries about the

topics. Thanks to Corporate bridge Team...

Inderpreet Kaur Bimbh, Lala Lajpatrai Institute of Management, Mumbai

Pravin Mhadgut, , ICFAI BUSINESS SCHOOL‚ MUMBAI

Aniket Jain, , IIT Mumbai (SJSOM)

―By undertaking the project of M & A at

CB, I got a good exposure in terms of

pharmaceutical sector of which i hardly had

any knowledge. I would like to thank CB for

providing me with such an opportunity

without which it would have been not

possible to learn so much.

― My Project is on Mergers and Acquisitions. The internship

program is very well structured. The quality of study material is

helping me enhance my knowledge in finance. The feedback from

the professionals is helping me improve on my writing and

presentation skills. Looking forward to learn more.

― The training materials are well designed and

industry standard. The project stresses a student to go

beyond theoretical concepts to put them in actual

practice.

― I liked the course content, the level of difficulty rising from

fundamentals to high level. It has cleared many of my doubts

and created a love for finance. I like the involvement the team

does with the participants by clearing their doubts and giving

feedback on assignment.

I wish we can get the solved answers to the tests as revisiting

those will help us realize the places where we went wrong.

Manisha Agrawal , KJ Somaiya

― I am grateful to CB Academy for providing me

this opportunity. The materials especially videos and

Excels are of superior quality. Regular webinars are

also very useful avenues for learning.

Braj Das, XIMB

Ankur Kanoria, IIM Indore

Rahul Chaudhary , IIM KolkattaRishabh Agarwal, ITM Chennai

Client’s Testimonials …2/2

― Best thing that can happen to an

Engineering Graduate.

― I am very happy with the project

content and online training. Every

concepts are precisely explained and

gives clear understanding of same.

Webinar sessions are really helpful.

― The practical application of

financial concepts learnt in theory is

the best part of the project

Manoj Kumar, K.J. Somaiya Institute Of Management Studies

Pranav Gosalia, SIES College of Management Studies

Lakhan Thakkar, Institute of Management Technology-Hyderabad

― I Really Enjoyed The Course &

Learned Many New Functions In

Excel . Which Will Help Allot In My

Future

Ankit Gupta, ICFAI BUSINESS SCHOOL (IBS BENGALURU)

― Till now whatever material i have

gone through its really good &

especially in learning Excel tool.

― It's a very good experience at CB.

The learning is been quite easy

because of the videos.

― Best online learning portal I have ever used!

Saurabh Sethiya,, Lala Lajpatrai Institute of Management, Mumbai

Renison Macwan, , ITM BUSINESS SCHOOL, Mumbai

Abhijeet Helode, , PUMBA, Pune

― The project was helpful in understanding and

getting an insight about the financial modelling and

credit research. Undertaking a live company for the

project was helpful in understanding the current

market scenario. The study material and pedagogy

was very user-friendly.

Arun Anjana, SYMBIOSIS INSTITUTE OF MANAGEMENT STUDIES (SIMS)

Contact us


www.educorporatebridge.com

Registrations / Queries –

[email protected]

Call us +91 92232 33659

http://www.educorporatebridge.com/

mailto:[email protected]

Equity Investment

Documents

suggest buy sell recommendation

top investment banks

applying professional valuation

campus recruitment training

lala lajpatrai institute

research report writing

future cash flows

professional research analyst