corporate · pdf file...excellence is our attitude corporate partners® about us about us...

Adding value in the areas of Finance

®Corporate Partners

...excellence is our attitude

Corporate Partners®

About UsAbout Us

®Corporate Partners is the agship brand of 'Corporate Financial Research and Training Pvt Ltd' a company incorporated to offer integrated financial services to a wide range of clientele that includes Stock Exchanges, Banks, Mutual Funds, BPO's, KPO's, Management Institutions, Corporations, Financial institutions, and Retail investors.

Our firm is the '1st Practicing CFA (Chartered Financial Analyst) Firm' with core competency in the field of Financial Training, Research and Consultancy.

Our dexterous trainers bring knowledge, experience and diversity to all our endeavors. Their talent and passion has powered us to the pre-eminent position we occupy. Our workshops are well known for their high quality content backed by our unique and entertaining style of delivery.

The values of integrity, teamwork, innovation, performance and partnership shape our corporate vision and drive us to achieve our goals.

Our Vision

Turning every Finance Professional into highly productive and efficient human asset; at the same time un-complicating the complications of Financial World.

Our Approach

Strong Ethics and rich content makes our Balance Sheet Strong. We measure our growth in terms of 'Resource Created' and not 'Resources Collected'.























Our Financial Verticals

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.

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.

Consultancy

Advisory in the core areas of finance is the back-bone of ®

Corporate Partners . Analysts, economists, and strategists ®at Corporate Partners have earned reputation through

timely, in-depth analysis of companies, industries, markets, and the world's economies.

Training

Research

Consultancy



Value Added Programs (VAP)

Other Programs

Certification in Financial Modeling

Advanced Financial Modeling – Equity Research

Advanced Financial Modeling – Investment Banking Financial Markets are expected to grow

manifold, creat ing a demand for

professionals in the related areas.

Bankers, brokers, consultants, advisors,

technical analysts, would be the buzz

word of future.

Our In-House Training Vertical is

d e d i c a t e d t o d e v e l o p q u a l i t y

professionals in the areas of Finance

through our initiative of high quality,

practical oriented, short duration 'Value

Added Programs' (VAP) delivered with

Advanced softwares and Tools.

Our Training Vertical

In-House

Stock Market PractitionerCertification in Commodity marketCertification in Debt marketCertification in Currency market

Certification in Technical Analysis

Certification in Advanced Derivatives

CFA (US) – Classes

CFA – Internship



Survival and Growth of any corporate is backed by higher productivity and cost effectiveness of its human resource. As

'Empanelled Trainers', we deliver 'Customized / Tailor-made Trainings' that facilitates our clients achieve success.

Our Training Vertical

Corporate Trainings

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

Highlights

Some Popular Training Programs

Management Development Programs

Finance Games

Personal Financial Planning

Finance for Non-finance



Research

®Sky is the start for the Research Team at Corporate Partners . Problems are the noose and solutions end for all maniacs in the Research

Unit. We work on financials products, processes, analysis, forecasting and innovations at global scale. Our Research encompasses

Global Economics, Global Emerging Markets, Equity, Currencies, Commodities, Fixed Income securities, and offers in-depth analysis

of critical global issues and asset classes.

Equity

Debt

Commodity

Currency

Global



®Advisory in the core areas of finance is the back-bone of Corporate Partners . Analysts, economists, and strategists at Corporate ®Partners have earned reputation through timely, in-depth analysis of companies, industries, markets, and the world's economies.

The teams collaborate to assist clients with investment decisions, using instruments across all major countries and geographies.

Working across major asset classes, the strategy team seeks significant market trends, themes, and investment strategies that lead to

superior returns.A highly specialized team allows the company to efficiently respond to the changing demands of client base. Analyst

team gives clients real competitive advantage when it comes to interpreting market events.

Consultancy

Personal Financial Planning

Wealth Management

Portfolio Advisory



Our CSR Activities

®At Corporate Partners we consciously believe that every corporate has a role to play in the development of society. At this juncture of

our society we identify lack of direction and career planning in the new generation. This ambiguity would end up in wrong selection of

career, discontentment leading to less productive society.

Indian systems are gradually turning victim of deep routed corrupt practices. The roots of corruption are deep seated in the society

practices leaving no room for the upcoming generation to work in an ethical and peaceful environment.

®To cater some of these serious society lacunae the team Corporate Partners have initiated some activities at the root level. Our CSR

programs are conducted at the school level, where the child is in the best position to incorporate good practices.

[ “Know” Corruption for “No” Corruption ] [ “Career Counselling - Learning How to take Decisions” ]

Corporate Social Responsibility (CSR)



Our Human Assets

RISHI MEHRA ®, acting CEO of Corporate Partners , qualified as CFA, CTM, MBA, LIFA (U.K). His core competency lies 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, NSE, NIFM, SBI, SBI Mutual Fund, Aviva Insurance, Religare, Fidelity, Copal Partners, 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, NDIM, NIFM, 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”

“Accountancy- The Language of any Business “

PUNEET RATHI, qualified as DBF, having more than 8 years of an industry experience is heading the Advisory ®

vertical at Corporate Partners . His core competency lies in the areas of Stock, Commodity, Currency and Derivative Trading which has taken him long way from trading to training in these specialized areas.

Puneet has been trainings in the areas of Financial Management, Security Analysis, Portfolio Management, Project Finance, Mutual Fund, Wealth Management, Personal Financial Planning to various professional institutes like NSE, NIFM, Reliance Capital, Iventures Academy of Business & Finance, TKW's Institute of Banking & Finance, Greater Noida Institute of Technology, Army Institute of Management & Technology and Manipal University.

As a Trainer he heads products like 'Certification in Technical Analysis (CTA)' and 'Certification in Advanced Derivatives (CAD)'.



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, BalBharti School and Aditya Birla Money.

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

JAYA AGRAWAL®

, associated with Corporate Partners since 2013as an 'Derivative Analyst'. Her core competency lies in the

areas of Security Analysis, Portfolio Management, Equity Derivatives Analysis, Fixed Income Securities and Risk Management.

Experienced as an Equity Derivative Analyst in Angel Broking she nourished herself in the research domain and obtained a rich

experience of media interaction.

Jaya is a qualified CFA from ICFAI University and holds a master degree in commerce (M.Com). She has gained an international

experience while doing MBA from Bristol Business School (UK).

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.



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 edge lies in delivering various specialist courses such as Financial Modeling, Certificate in Equity Valuation, Stock Market

Practitioner. Her corporate experience with IKM Investor Services Ltd., has sharpen her trading skills 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.

RISHI SINGH, qualified CFA having 8+ years of rich experience in the arena of Regulatory Reporting, Financial Analytics and

Investment Banking (Mergers & acquisition division).He also holds an experience of Country Exposure Return and Computing Basel

II Risk Weighted Assets (RWAs).

With a rich experience in performing a wide range of analysis including Comparable Company Analysis, Precedent M&A Transaction

Analysis, DCF Valuations, Football Field Analysis, Company Research, Buyers Screening, Company Profiles, Industry Research,

Capital Structure Analysis, Benchmarking and Leverage Analysis. Hands-on experience in various data sources like Bloomberg, Fact

Set, Reuters Knowledge, Thomson, and Capital IQ.

SAKSHI SINHA ®, associated with Corporate Partners since 2014 as an 'Debt and Money Market Trainer'. Her core competency lies

in the areas of Security Analysis, Portfolio Management and Fixed Income Securities.

Post Graduate in Global Business Operations from Sri Ram College of Commerce, Delhi University, she has a air and passion for

Research and Training.



Our Valued Clientele

NDN-104, 2B, 2 Floor, Kirti Nagar, New Delhi - 110 015

Phone: +91-11-64582627, +91-11-45872129, +919891720444, E-mail: [email protected], www.corporatepartners.in

Values that bind

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