Corporate on-site financial training Customized Training in Colleges and Regular invite by top colleges for
programs for new & lateral hires & current Universities for finance students* seminars on Investment Banking,
professionals Valuation, Financial Research, Equity
Practical approach to concepts like markets etc
Based on a non-academic, practical, “this WACC, DCF, Valuation etc
is how it's done in the real world” Guest Speakers in professional bodies
Open Workshops (2 days, 5 days, 10 like Institute of Chartered Accountants
approach
days, and 6 weeks) for professionals in of India for topics on Investment
Investment banking, M&A, equity industry looking to fine tune their skills Banking, Corporate Valuation
research, asset managers, credit analysis or making a career in Investment
& banks Banking
The 6 weeks ‘Investment Banking’ Training is designed to provide delegates with a comprehensive understanding of investment banking
techniques, equity research, and capital markets. Designed by Investment bankers and industry experts, this programme plugs the gap between
theoretical concepts learned during academic degrees/diplomas and on-the-job application of those concepts.
☞ Training modules replicate exactly how it is done by Fee: USD 1250 / INR 55,000 (Inclusive of taxes)
analysts across the Globe
Dates: 11th October 2010
☞ Excel training is not a one-time event but an ongoing Days: Monday to Friday
process throughout the programme Time: 10 a.m. to 5 p.m.
Venue: Corporate office of ARC-WST, 311, Ansal
☞ Build and create your own financial models Majestic Tower, G-Block, Vikaspuri, New Delhi-
110018
☞ Top-down approach for financial statements and analysis
This is not an Accounting class, but rather, is a customized refresher to the basics of financial statements – income statement, balance
sheet and cash flow statements. This is equally fit for people coming from non-commerce backgrounds. It starts with different types of
company filings and ends up with learning the relevant sections to be used for analysing a company. This session is must before one can
move to valuation methodologies.
Company Research
Format: 100% PowerPoint
Most of the delegates aspire to work in research houses, investment banks, PE firms, consulting firms, as an analyst etc. Whether any
professional works in a research houses, investment banks, PE firms, consulting firm, they ought to be comfortable with preparation of a
company profile which could be as small as one pager or as detailed as a 20-25 pager. This is a work which corporate expect delegates to
be comfortable right from the time they are onboard. So it‟s paramount that delegates learn making it. Session starts with discussing about
contents of a company profile and ends with a real time case study of preparation of a company profile in a template.
Sector Analysis
Format: 100% PowerPoint
The next level to company profiles is sector analysis. Once, delegates have grasped the intricacies of a company, one has to go more
granular understanding about an industry in which a company operates. This is essential to do a holistic analysis because it is critical for
any research to see how the industry behaves and what all factors influence it. Based on their domain knowledge, delegates aspire to
become knowledge experts in a particular sector in their career(s). Session starts with discussing about contents of a sector analysis and
ends with a real time case study of preparation of a sector in an independent template.
Pitch Book
Format: 100% PowerPoint
The delegates have learnt all about sectors, industry, financial modeling so far. What is the next step? Ultimately, it all boils down to making
sales. So, delegates have to learn how to pitch to prospective clients and how the knowledge gained so far is ultimately applied. Session
starts with discussing about pitch book contents and ends with a real time case study of preparation of a pitch book in an independent
template.
Content Leading knowledge Insight and best practice around the world
Tapan Jindal, a 1st generation entrepreneur having co-founded ARC Financial Services and ARC Academia, brings with him rich
experience in Corporate Valuation, Equity Research, Investor Relations Management Services and Fund Raising Activities. A regular
invite as a guest speaker by the Institute of Chartered Accountants of India and many Ivy league B-Schools, Tapan has trained and
groomed thousands of finance professionals. He is also the youngest author in the history of ICAI, for his book on Auditing for CA
intermediary level.
Employment Experience
ARC Academia – WST India, corporate training firm dedicated to teaching fundamental financial concepts
ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
Fidelity Investments, Largest AMC in the world
iGATE Global Solutions, managed a hedge fund and an investment banking client
Credentials
Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Youngest author in the history of ICAI, for his book on Auditing for CA intermediary level
Founded BS-BS Foundation, a non profit organization to educate people of their social responsibilities and change traditional mindset
Avid Writer - write-ups captured in leading international periodicals including CIMA and ICAI
Education/Academia
Chartered Accountant from The Institute of Chartered Accountants of India
Bachelors in Commerce from Panjab University
Employment Experience
ARC Academia – WST India, corporate training firm dedicated to teaching fundamental financial concepts
ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
Goldman Sachs, largest investment bank
Times Private Equity, a private equity arm of Times Group
Credentials
Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Education/Academia
Chartered Accountant from The Institute of Chartered Accountants of India
Bachelors in Commerce from Delhi University
Himanshu Jain, Co-Founder and Director in ARC Financial Services and ARC Academia, brings with him exquisite experience in
Strategic & Financial Research, Consulting, Insurance & Corporate Finance. He has been part of multiple engagements involving
industry landscape study, sector analysis, revenue growth decompositions, portfolio shift of segments, corporate restructuring,
mergers, acquisition, private equity funding etc. In ARC, he heads the business development team. A visiting and Guest faculty in
top MBA colleges and professional bodies like Institute of Chartered Accountants of India, he has trained and groomed over 300
delegates.
Employment Experience
ARC Academia – WST India, corporate training firm dedicated to teaching fundamental financial concepts
ARC Financial Services, boutique investment bank focused on mid cap and small cap companies
McKinsey & Co, a Top Consulting Firm
ICICI Prudential Life Insurance, as Management Trainer
Credentials
Visiting faculty at ICAI, India, for Corporate Valuation and Investment Banking programmes
Has authored articles in financial newspapers and business magazines
Part of the research team for Business Book “Granularity of Growth” by McKinsey & Co, a top business best seller
Education/Academia
Email: arc.india@wallst-training.com