01
Utkarsh Maru
Lead Instructor: Equity research course
CA | CFA | FRM | CIPM | CCRA
Equity research & financial modellingTuesday 22 September, 2026NSE · BSE · Ind AS
Your AI finance mentor
A new way of masteringfinance in the age of AI
Tell Valuevade where you are and where you want to land. You get an AI-personalised equity research and financial modelling path: 21 modules, 239 hands-on sessions on real Indian companies, NISM Series XV prep, and three portfolio-grade capstones. One-time ₹4999 for lifetime access, and your first session is free.
Already enrolled? Log in →
valuevade.com/interview/live
Round 2 · Equity research analyst
AI Mock Interview
Live
Question 4 / 8
Walk me through how you’d value HDFC Bank — and why a DDM beats a DCF here.
You
You“Banks fund themselves with deposits, so FCF is noisy — I’d discount dividends off a sustainable ROE of 16.5%…”
Scroll to explore
21
Modules
239
Sessions
100+h
Lectures
3
Capstones
XV
NISM prep
₹4999
Lifetime
BUILT ON REAL MARKETS
You practise on the Indian companies you’ll actually cover as an analyst: Ind AS statements, SEBI filings and NSE/BSE data.
RELIANCENSEHDFC BANKNSEINFOSYSNSETCSNSETATA STEELNSEICICI BANKNSE
I
Prep for
Equity Research
Coverage notes & valuation
II
Prep for
Investment Banking
LBO, DCF & deal models
III
Prep for
Asset Management
Portfolio & risk analysis
YOUR INSTRUCTORS
Learn from people who’ve done the job.
Not full-time content creators. Practitioners who build models, run coverage and hire analysts.
02
Sarthak Bhatia
Instructor: Equity research course
CA | CMA US | ACCA | Ex- The Narayana Group Ex-Byjus Learning App
THE GAP NO ONE TALKS ABOUT
Your college prepared you for exams. Not for a finance career.
Valuevade was built to close every one of these gaps at once.
01
ROADMAP
No clear roadmap
Theory over skillsNo target-role pathInterviews test doing
B.Com and BBA syllabi test theory; analyst interviews test whether you can build a model, defend a valuation and write a coverage note, and nobody maps that path for you.
02
MARKET
Built for the wrong market
US GAAP & 10-KsS&P 500 case studiesNot Ind AS / SEBI
Most courses teach US GAAP and S&P 500 case studies. Indian analysts work with Ind AS, SEBI filings and NSE/BSE data, and Indian interviews test exactly that.
03
AI
AI is reshaping entry roles
Screening automatedFirst-draft models automatedDirect AI, or compete
Screening, data pulls and first-draft models are being automated. The juniors still getting hired direct AI tools, they don't compete with them.
04
PROOF
No certs or real projects
Video library onlyCertificate nobody checksNothing to show
Most courses hand you a video library and a certificate nobody verifies, but no graded, portfolio-grade projects a recruiter can actually open and judge.
05
INTERVIEW
No mock-interview practice
Revise, never rehearseNo live grillingNo real feedback
You revise theory endlessly but never rehearse the real thing, a live analyst grilling you on your DCF, your assumptions and your thesis under pressure.
06
PRACTICE
No hands-on learning
Passive lecturesDoesn't stickNo real building
Passive lectures don't build skill. Without building models, analysing real filings and defending your own numbers, none of it survives a real interview.
07
CAREER
No resume / LinkedIn prep
No ATS resumeNo outreach playbookNo soft-skill coaching
Even skilled students get filtered out, no ATS-ready resume, no LinkedIn outreach playbook, and no coaching on how to communicate like an analyst.
08
PERSONAL
Generic, one-size-fits-all
Same syllabus for allIgnores your levelWastes your weeks
Everyone gets the same syllabus regardless of target role or current level, so you waste weeks on things you know and skip the gaps that get you hired.
The Platform · 14 Units
One platform. Your entire finance career journey.
Fourteen units, one file on you. Every card below is a working part of the product, not a feature promise, and they all read from the same personalised plan.
01
Personalised AI Roadmap
Maps your exact gap and sequences your path.
02
Interactive Notes
Clickable, visual, first-principles, no PDF dumps.
03
Pari, AI Tutor
In-context help on any note, quiz or simulation.
04
239 Hands-on Sessions
Concept + auto-graded simulation, every session.
05
AI Mock Interviews
3 rounds, voice or text, real verdict + feedback.
06
Study Planner
Auto-schedules sessions around your timetable.
07
AI Capstone Project
A portfolio recruiters can actually open.
08
NISM Prep + Certificate
Series XV prep and a completion certificate.
09
Resume + LinkedIn Prep
Recruiter-tuned CV and an outreach playbook.
10
AI-Proof Skills
Python and AI-assisted modelling built in.
11
Top-Analyst Mindset
The judgment and habits AI can't replace.
12
Adaptive Quizzes
Find your weak spots and patch them.
13
CV-Ready Projects
Every artefact lands on your resume.
14
Gamified XP
Streaks, levels and momentum.
§06 // CURRICULUM21 MODULES · 239 SESSIONS
THE CURRICULUM
What you'll learn, from zero to analyst
The Equity Research Analyst Program takes you from accounting and economics foundations through financial statement analysis, ratio and forensic analysis, three-statement financial modelling, and valuation (DCF, comparable companies, SOTP), finishing with industry analysis and three capstone projects you keep as a portfolio.
PRACTICAL SKILLS
Skills you actually build. On real projects.
Every module ends in a portfolio-grade project on a real Indian company, not a quiz score, but something a recruiter can open.
Valuation
Build a full DCF model
Build a discounted-cash-flow valuation on Reliance from its Ind AS statements, forecasts, WACC, terminal value and a defensible fair value.
Research
Initiating-coverage report
Write a full coverage note with a rating, target price and investment thesis, the kind a desk actually publishes.
Analysis
Financial ratio analysis
Ratio-analyse HDFC Bank across profitability, leverage and efficiency, then defend what the numbers mean.
Deals
LBO & M&A model
Model an LBO on Tata Steel with debt schedules and returns, and read the story the IRR tells.
AI Capstone
AI research copilot
Build a working AI copilot that pulls filings and drafts first-cut notes, proof you direct AI, not compete with it.
§07 // TRUSTTRANSPARENCY · INSTRUCTOR · STANDARDS
TRANSPARENCY
Who built this, and why you can trust it
01 · INSTRUCTOR
The program's 100+ hours of video lectures are designed and taught by Saarthak Bhatia, who built the full course content end-to-end. Every module is scripted and recorded before release. Saarthak is a qualified Chartered Accountant (CA), US Certified Management Accountant (CMA US) and ACCA (UK), a triple-credential accounting and finance stack, with close to five years of teaching experience across Grant Thornton Bharat (Learning GT), FinTram Global, Zell Education and QuintEdge, and earlier at The Narayana Group and Byju's Learning App.
CA · CMA US · ACCA (UK)~5 YRS · TEACHING
02 · STANDARDS
The curriculum maps to the NISM Series XV (Research Analyst) exam syllabus, so what you learn is checked against external standards, not just our own.
NISM SERIES XVEXTERNALLY ANCHORED
§05 // BENCHMARKSIDE-BY-SIDE · 5 PROVIDERS
SIDE-BY-SIDE
Why pay 30× more for less?
We benchmarked Valuevade against the four programs most Indian finance students consider.
| Feature | Valuevade | WallStreet School | IFMC Institute | Coursera | Imarticus/Upgrad |
|---|---|---|---|---|---|
| AI personalised path | Yes | ||||
| Live AI tutor (24/7) | Yes | ||||
| AI-proofing curriculum | Yes | ||||
| Price | ₹4999 lifetime, one-time | ₹50k–80k | ₹25k–40k | ₹4k–15k/yr | ₹50k–2L |
| Duration | Lifetime access · ~2 months at 1 hr/day | 3–6 months | 3–4 months | 6–12 months | 6–18 months |
| AI mock interviews + feedback | Yes | manual | manual | manual | |
| Simulations | 239, auto-graded, Indian companies | partial | partial | partial | |
| Job-ready portfolio projects | Yes | partial | partial | ||
| NISM certification prep | NISM Series XV prep | partial | extra cost | partial | |
| Resume + LinkedIn guide | Yes | partial |
THE PRICING WEDGE
Same skills. Same certifications. 30× less.
WallStreet School ₹50,000 · Imarticus ₹1,20,000 · Valuevade ₹4999 lifetime.
Theirs
₹50k+
Valuevade
₹4999
THE PROOF WALL
Real students. Real wins.
Finally a platform that doesn't just dump content at me. The roadmap showed me exactly what I was missing for my AM interviews.
PS
Priya S.
CFA L1 Candidate, Delhi
The job simulation for equity research was the closest thing to actual work I'd done before my internship. My interviewer was genuinely impressed.
AM
Arjun M.
MBA Finance, Mumbai
I wasted 6 months on random YouTube courses. Valuevade gave me a clear path in 10 minutes.
TR
Tanvi R.
B.Com Final Year, Pune
The AI mock interview grilled me harder than my real interview did. By the time I sat in the actual room, nothing surprised me.
KV
Karthik V.
Aspiring Risk Analyst, Bengaluru
I came from a non-finance background and still built a full DCF on Reliance. The capstone is now the best thing on my resume.
AD
Ananya D.
Non-finance grad, Hyderabad
Practising on Ind AS statements and SEBI filings made the difference — my modelling finally looked like real deal work.
RB
Rahul B.
CA Inter, Jaipur
THE ROADMAP
From where you are. To where you want to be.
Step 01 · Input
Tell Us Your Goal
Input your dream role and current skills in under 2 minutes.
Step 02 · Roadmap
Get Your AI Roadmap
Valuevade maps your exact skill gap and builds your personalised week-by-week path.
Step 03 · Build
Learn By Doing
Interactive notes, simulations, projects, quizzes, all sequenced for your specific path.
Step 04 · Deploy
Land The Role
Walk into interviews with real skills, real projects, and AI-proof expertise.
Step 01 · Input
Tell Us Your Goal
Input your dream role and current skills in under 2 minutes.
Step 02 · Roadmap
Get Your AI Roadmap
Valuevade maps your exact skill gap and builds your personalised week-by-week path.
Step 03 · Build
Learn By Doing
Interactive notes, simulations, projects, quizzes, all sequenced for your specific path.
Step 04 · Deploy
Land The Role
Walk into interviews with real skills, real projects, and AI-proof expertise.
§08 // AI-PROOFTHE SKILL NO ONE IS TEACHING
THE SKILL NO ONE IS TEACHING
Finance jobs are changing. Your skills should too.
AI is already replacing junior analysts, screeners, and report writers at major banks. But finance professionals who understand AI, who can use it, direct it, and build on top of it, are more valuable than ever.
Every Valuevade roadmap includes the AI skills that make you irreplaceable: Python for finance, AI-assisted modelling, prompt engineering for analysts, and knowing exactly what AI can and cannot replace in your specific role.
ROLES · REPLACED
01Junior Analyst
02Report Writer
03Data Screener
STATUS · AUTOMATED
SKILLS · IRREPLACEABLE
01AI-Assisted Modelling
02Python for Finance
03Prompt Engineering
04Strategic Judgement
STATUS · HIRING SIGNAL
Don't just land the role. Make yourself impossible to replace.
§ // TRIALFREE · ONE-TIME · NO SIGNUP
FREE · ONE-TIME · NO SIGNUP
Try a full analyst mock interview.
Free.
Five rounds, application, aptitude, HR, technical, and a live Excel case study, run by Pari as a bulge-bracket-style interviewer. You get a full scorecard and verdict at the end. One free trial per person. No card required.
BULGE-BRACKET SIM
30-45 MIN
AI GRADES EACH ROUND
§10 // FAQLAST UPDATED · 25 AUG 2026
FREQUENTLY ASKED
Questions, answered.
Everything you might want to know about the course, pricing, certificate, and support.
Valuevade is an AI-personalised equity research and financial modelling course for Indian finance students and early-career switchers. The Equity Research Analyst Program includes 21 modules, 239 hands-on sessions and 3 capstone projects, with a personalised AI roadmap, a 24/7 AI tutor (Pari), AI mock interviews, NISM Series XV certification preparation, and a downloadable Certificate of Completion. It's fully self-paced online, built on Indian companies and Ind AS conventions, and costs ₹1,500 one-time for lifetime access.
The Equity Research Analyst Program costs ₹1,500 as a one-time payment for lifetime access. That includes all 21 modules, 239 sessions and simulations, the three capstone projects, Pari (the 24/7 AI tutor), AI mock interviews, NISM Series XV certification prep, and your Certificate of Completion. There is no subscription, no post-trial price change, and no extra charge for the certificate. You can try your first full session — notes, quiz, interview and simulation — free before paying, with no card required.
No. Module 1 starts from zero — what finance actually is, how the three financial statements work — and builds up from there. Basic Excel and maths help but aren't required, and Pari can explain any prerequisite concept the moment you're stuck on it. The program is designed for B.Com, BBA and other students taking a financial modelling course for beginners as their first serious step.
Because it's software, not batches. Traditional programs price in live faculty hours, physical classrooms and sales teams — typically ₹25,000 to ₹1,20,000. Valuevade delivers the same skill set through recorded expert lectures, auto-graded simulations and an AI tutor, built by a solo founder with no campus and no sales floor. Lower cost structure, lower price — ₹1,500 lifetime. The free first session exists so you can judge the quality before paying anything.
You receive Valuevade's Certificate of Completion — a PDF issued in your full name with the completion date and a unique certificate ID, generated the moment you finish all three capstone projects. It's formatted for LinkedIn's Licenses & Certifications section. The curriculum also prepares you for the NISM Series XV (Research Analyst) exam — a SEBI-established certification; you sit that exam with the issuing body, and Valuevade's course maps to its content rather than issuing its certificate.
Mostly, yes. Notes, quizzes, mock interviews, your dashboard and Pari all work well on mobile. The Excel simulations are desktop/laptop-only by design — spreadsheet grid work doesn't translate to a phone screen — so plan your hands-on sessions for a computer.
Pari is Valuevade's AI tutor, available 24/7. Ask her a doubt during any note, quiz, interview or simulation and she answers with the context of the exact item you're stuck on. Free users get 5 quick chats a day; paid users get unlimited quick chats plus extended 15-turn sessions.
The 42 hours of video lectures are designed and taught by Saarthak Bhatia — a qualified Chartered Accountant (CA), CMA US and ACCA (UK), with close to five years of teaching experience at Grant Thornton Bharat, FinTram Global, Zell Education and QuintEdge (and earlier at The Narayana Group and Byju's Learning App). He built the full course content end-to-end. You can read more in the 'Who built this' section above.
UPI, credit/debit cards, and net banking through Razorpay. International cards are supported for non-Indian students.
Email support@valuevade.com for account, payment, or refund issues. Content questions go through Pari (your AI tutor) — she's faster and available 24/7.
Yes — email support@valuevade.com for account changes or deletion. GDPR/DPDP delete requests are honoured within 30 days.
Still stuck? Open the Help bubble anytime and Pari will answer in context.
§11 // ENROL₹4999 · LIFETIME · NO CARD REQUIRED
ENROL · OPEN NOW
Your finance career doesn't start at placement season.
It starts today.
Start The Program · ₹4999 Lifetime
TRY FIRST SESSION FREE · NO CARD REQUIRED
PRICE
₹4999
ACCESS
LIFETIME
MODULES
21
SESSIONS
239