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Equity Research6

Writing an Investment ThesisBuilding a Discounted Cash FlowReading an Annual Report FastReading a Sector Before a CompanySpotting Quality of Earnings Red FlagsBuilding a Revenue Forecast From Drivers

Portfolio Management3

Rebalancing: When, Why and What It CostsStrategic and Tactical Asset AllocationMeasuring Risk in a Portfolio

Mutual Fund Mastery3

Comparing Funds Without Being FooledHow a NAV Is Struck and Which Day You GetReading a Fund Factsheet Properly

Derivatives Unlocked4

Hedging a Real ExposureThe Greeks, PracticallyFutures, the Basis and What Moves ItReading an Option Payoff

AI For Finance2

Retrieval and Grounding for FinanceDocument Extraction in Finance

Breaking Into Quants4

Backtesting a StrategyHypothesis TestingCleaning Financial DataRegression for Finance

Breaking Into VC3

Sizing a MarketReading a Term Sheet as a FounderHow a Venture Round Actually Works

Financial Analyst Program4

Common Size and Trend AnalysisReading a Cash Flow StatementRatio Analysis That Says SomethingBuilding a Working Capital Schedule

Risk Management Program2

Credit Exposure and How It Is ReducedValue at Risk and What It Hides

Investment Banking Analyst3

Precedent Transactions and Why They DifferReading a Term Sheet StructurallyBuilding a Comparable Companies Table

Private Wealth Management3

Tax Aware Portfolio DecisionsBuilding a Client Risk ProfileGoal Based Planning Arithmetic

Debt Capital Markets3

Analysing an Issuer's CreditDuration and What It Does Not Tell YouBond Pricing and Yield Mechanics

Private Equity Analyst2

Fund Waterfalls and CarryThe LBO in Structure

Hedge Funds Analyst2

Short Selling MechanicsLong Short Mechanics
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Frameworks245

1The statements and the economy
  • Accounting & Reporting
  • Economics & Macro
2Method
  • Quant Methods & Programming
  • Business & Company Analysis
  • Corporate Finance & Valuation
3Instruments and institutions
  • Banking & Market Infrastructure
  • Fixed Income & Rates
  • Derivatives & Structured Products
4Applied practice
  • Public Equities
  • Transactions & Deals
  • Portfolio Construction
  • Funds & AMCs
  • Private Markets & Alternatives
  • Risk, Treasury & Control
  • AI & Digital Finance
  • Stochastic Calculus & Pricing
  • Wealth & Personal Finance
5Cross-cutting discipline
  • Indian Markets & Regulation
  • Professional Practice

AI, Automation & Digital Finance

  1. F3

    Automation and Workflow

    Moving work without moving people. Rules, straight-through processing, exceptions.

    • Framework

      How to Map a Finance Workflow for Automation

      View framework
  2. F4

    Document and Operations AI

    The highest-volume application. Extraction, classification, matching, confidence scores.

    • Framework

      How to Document Data Requirements for a Financial AI Use Case

      View framework
  3. F6

    Credit and Fraud Systems

    Where a model decides something about a person. Credit decisioning, fraud, thresholds, adverse action.

    • Framework

      How to Build Human Escalation Into a Fraud-Alert Workflow

      View framework
  4. F7

    Governance, Data and Vendors

    Who approves, who owns, who is accountable. Policy, register, lineage, residency, vendors, bias.

    • Framework

      How to Create an AI Governance Framework for Finance

      View framework
  5. F8

    Model Performance, Monitoring and Resilience

    What breaks after go-live. Drift, adversarial input, prompt injection, and the kill switch.

    • Framework

      How to Create an AI Incident-Response Playbook

      View framework
Fin Maverick

Finance education that ends in a job, not a certificate that gathers dust. Built for young India.

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