Corporate Profile Corporate Partners...excellence is our attitude Enter the world of Finance
Our Vision Turning every Finance Professional into Highly productive and efficient human asset to make this world a better place for everyone. Page 2
Our Approach Strong Ethics and rich content makes our Balance Sheet Strong. We intend to make this world rich by sharing the wealth of Knowledge. Page 3
About Us Training, Research, Consultancy & Placement in the areas of Finance has been the core competency of Corporate Partners giving a respectable stand in the industry. From the Government to Corporate, Institutions to Individuals, Corporate Partners has been delivering high quality services. Page 4
Our Services Page 5
Training Our training team comprises of highly qualified and practicing professionals from diverse areas of Finance. The trainers are dexterous, creative and above all, they are dedicated to improve the efficiency and effectiveness of Finance professionals. Page 6
Our Training Vertical Page 7
Training In-House Value Added Programs Value Added Programs (VAP) Financial Markets are expected to grow manifold, creating a demand for professionals in the related areas. Bankers, brokers, consultants, advisors, technical analysts, would be the buzz word of future. To bridge this anticipated gap of quality professionals in the areas of Finance, Corporate Partners has taken the initiative to develop a new breed of experts through its high quality, short duration Value Added Programs (VAP). Advantages Short Duration Flexible Timing 100% practical oriented Trainings on advanced softwares and tools Trainings on live markets Highly qualified and experienced Trainers Immense Value addition Better employability and growth. Page 8
Corporate Profile VALUE ADDED PROGRAMS (VAP) Page 9
Corporate Profile Certification in equity valuation (CEV) Content Coverage: - Financial Statement Analysis - Financial Forecasting - Fundamental Analysis (E-I-C) - Relative Valuation Models - Absolute Valuation (DCF) - Filtration on Valued Stocks - Equity Research Report writing Duration: 2.5 Month Duration : 3 Month Certification in Technical Analysis (CTA) Content Coverage: - Scientific Logics of Forecasting - Technical Theories (Dow, Fibonacci) - Chart Types & Chart Patterns - Technical Tools - Technical Indicators - Template Preparation - Exposure to Real time Softwares Page 10
Training In-House Value Added Programs Duration : 1 Month Financial Modeling (Fin-Mod) Content Coverage: - A-Z Training on Excel - Advance tools of Excel - Basics of Model designing - Advance Modeling Techniques - Creation of Dynamic Models - Model Auditing - Application of Financial Concepts Stock Market Practitioner (SMP) Content Coverage: - Introduction to Financial System - IPO & FPO -Stock Market Operations -Trading, Clearing, Settlement -Financial Statements Analysis -Concepts of Valuation -Concepts of Technical Analysis -Introduction to Derivatives -Live Market Practice Duration : 3 Month Page 11
Training In-House Value Added Programs Duration : 2 Month Certification in Advanced Derivatives (CAD) Content Coverage: - Arbitrage - Building Option Strategies - Put-Call Parity - Valuation of Futures & Options - Derivative Trading - Beta Trading - Portfolio Hedging - Option Greeks Duration : 1.5 Month Certified Financial Trainer (CFT) Content Coverage: - Generic Skills of Training - Ice-Breaker Exercises - Presentation Skills - Query Handling - Mastery in one or more domain areas like Stock, Commodity, Currency, Derivatives, Bonds, Technical Analysis, Valuation, etc. - Real-time Training Exposure Page 12
Training In-House Other Training Programs Other Training Programs CFA (USA) - Classes Key Highlights: - Classes for all 3 Levels - Classes oriented to convert every student into a Financial Analyst -Real time market discussions -On-spot query handling -Online Examination Practice -Classes delivered by practicing CFA s -Supported by Internship Page 13
Corporate Profile Paid Internship for cfa/mba Key Highlights: - Practical Exposure to Financial Concepts - Application of Financial Concepts to real world situations - Exposure to Financial Database, Softwares, Tools and Techniques - Financial Modeling - Real time market watch - Filtration on Valued Stocks Financial Market Management (FMM) Key Highlights: - As per CBSE guidelines - Usage of Audio Visuals tools for better understanding of concepts - Classes delivered by practicing trainers - Classes are conducted at the school premises. - Supported by Job assistance Page 14
Training Outbound Customized Trainings Customized Corporate Trainings Page 15
Corporate Profile Customized Corporate Trainings Survival and Growth of any corporate is backed by higher productivity and cost effectiveness of its human resource. Our relationship as Empanelled Trainers, delivering Customized Trainings facilitate organization achieve success. Features Tailor-made Trainings Designed to match the constraints of time and cost. Delivered by domain experts Trainings supported with audio visuals Trainings are interactive to enhance effectiveness We target satisfaction with customer delight Page 16
Research Research is our religion at Corporate Partners. Our researchers take noose of a thought and follow it till they reach a conclusion. Stocks, Commodity, Currency, Derivatives & Country researches are the five pillars of the research wing. Page 17
Our Research Vertical Page 18
Consultancy Advisory in the core areas of finance is the back-bone of Corporate Partners. Our Financial Analysts and Consultants have been advising institutions and individuals in the areas of Wealth management, Personal Financial Planning, Portfolio, etc. Page 19
Our Consultancy Vertical Page 20
Placement - FIN-JOBS Placements of Trained Finance professionals is the extended arm of Corporate Partners under the banner of FIN-JOBS. We provide these services to Corporates and Institutions PAN India. Page 21
Corporate Social Responsibility (CSR) Career Counseling At the first crossroad of life we guide the school kids on how to take decisions of life... Know Corruption for No Corruption Exposing the schools kids to the real meaning of corruption... Page 22
Our Team RISHI MEHRA, acting CEO Corporate Partners, qualified as CFA, CTM, MBA, LIFA (U.K). His core competency lie in the areas of Stock, Commodity, Currency, Debt and Derivative Markets. His corporate edge has been in hard core research areas and training the employees of Government Department & Premier Corporates from Indian and overseas origin like, Ministry of Finance (NIF Division), National Academy for Training & Research in Social Security, SBI, SBI Mutual Fund, Aviva Insurance, Religare, Fidelity, ARX Advisory & Analytics etc.. He blends a diverse experience in practical areas as a free lancer and the theoretical fundamentals as a visiting professor to premier management institutions, like FMS, SRCC, IMT, ICFAI, IBS, EMPI, SRIM, IITM, ITM, Jaipuria, JIMS, IAMR, AIMT, BIFM, INFLUX etc. The passion of teaching has taken him long way from reading books to writing books. He is the author of: Financial Management- Concept Simplified Case Studies in Finance Accounts The language of any business Page 23
Our Team Prakash Sumani is a domain trainer at Corporate Partners. Prakash maintains a special focus in areas like Financial Modeling, Secondary Research & Database Analysis, Financial Analysis, Financial Markets and International Finance. Prakash is an MBA and CFA charter holder by education. In the past he has worked with Copal Partners, E-Vauleserve & Genpact. Neha Gupta is a Senior Associate at Corporate Partners. Her core competency lies in the areas of Corporate Finance, Security Analysis, Fixed Income securities, Derivatives & Risk Management. Her core competency lies in delivering various specialist courses such as Financial Modeling, Certificate in Equity Valuation, Stock Market Practitioner. Her corporate experience lies with IKM Investor Services Ltd., specialized in Derivatives Arbitrage. Neha is an MBA (Finance) from ICFAI University and M.A. (Mathematics) from Miranda House College, Delhi University. Her passion for Finance has taken her to pursue CFA. Page 24
Our Team PUNEET RATHI, qualified as CFA, an ex-banker from Kotak is heading the Advisory vertical at Corporate Partners. His core competency lie in the areas of Stock, Commodity, Currency and Derivative Trading has taken him long way from trading to training in these specialized areas. As a Technical Analyst he heads products like Certification in Technical Analysis (CTA) and Certification in Advanced Derivatives (CAD). ROHIT TANDON, a Practicing Company Secretary and a Law graduate, acting as a Senior Consultant at Corporate Partners. He worked, in the Legal and Secretarial department, at Unitech Limited. He has extensive grasp on corporate laws, Secretarial and other legal matters. His expertise also lies in stock trading and advisory as a Technical Analyst. He also heads Stock market Simulation Game, the only platform which replicated an exchanges on real time basis. Page 25
Our Team RAJNI JOLLY, a senior associate is a MBA (Finance) and a four-time merit scholarship holder from ICFAI Business School, Gurgaon. Her zeal to learn more has taken her to pursue CFA (USA) level III. Her forte lies in Derivatives, Portfolio Management and Equity Selection through fundamentals. Rajni is also the editor of Global Insight, a 200 country analysis quarterly newsletter issued by Corporate Partners having a reach across the world. She aspires to make her mark in the corporate sector by making contributions in the areas of finance. SHWETA HOODA, a domain trainer at Corporate Partners. Shweta maintains a special focus in areas like Personal Financial Planning, Financial Modelling, Financial Analysis and Indian Financial Markets. Shweta is an MBA, B.Ed., by education. Shweta has been associated with delivering quality trainings for the past 5 years in various schools and corporates. In the past she has worked with Maxfort School, Bal Bharti School and Aditya Birla Money. Page 26
Our Valued Clientele Page 27
Corporate Profile N-104, 2B, 2ND Floor, Kirti Nagar, New Delhi - 110 015 Phone: +91-11-64582627, +91-11-45872129, +919891720444, E-mail: info@corporatepartners.in www.corporatepartners.in