Most finance candidates don’t fail exams because they are lazy. They fail because they never truly understand finance.

Over the last decade, I have mentored 10,000+ candidates across CFA, FRM and SCR, helping them convert dense curriculum into practical understanding.

Before founding 𝐅𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐭𝐬, I worked with institutions such as Nomura, Morgan Stanley and Kotak, gaining real exposure to markets, risk and decision-making.

What defines my approach:
• 𝘊𝘰𝘯𝘤𝘦𝘱𝘵 𝘥𝘳𝘪𝘷𝘦𝘯 𝘭𝘦𝘢𝘳𝘯𝘪𝘯𝘨 𝘰𝘷𝘦𝘳 𝘳𝘰𝘵𝘦 𝘱𝘳𝘦𝘱𝘢𝘳𝘢𝘵𝘪𝘰𝘯
• 𝘙𝘦𝘢𝘭 𝘸𝘰𝘳𝘭𝘥 𝘪𝘯𝘵𝘶𝘪𝘵𝘪𝘰𝘯 𝘣𝘦𝘩𝘪𝘯𝘥 𝘦𝘹𝘢𝘮 𝘵𝘰𝘱𝘪𝘤𝘴
• 𝘊𝘢𝘳𝘦𝘦𝘳 𝘳𝘦𝘭𝘦𝘷𝘢𝘯𝘤𝘦, 𝘯𝘰𝘵 𝘫𝘶𝘴𝘵 𝘱𝘢𝘴𝘴 𝘱𝘦𝘳𝘤𝘦𝘯𝘵𝘢𝘨𝘦𝘴

𝐅𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐭𝐬 𝐢𝐬 𝐚𝐧 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐆𝐀𝐑𝐏 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐫 𝐟𝐨𝐫 𝐅𝐑𝐌® 𝐚𝐧𝐝 𝐒𝐂𝐑®.

We independently support candidates pursuing CFA® and CAIA®, with no affiliation to the respective institutes.

If you want to think like a finance professional, not just clear an exam, you are in the right place.

Ganesh Nayak

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Business Developer 

Ezee Living Corp 

Managing Product Listing Task - Create creative and engaging descriptions for products. Optimize listings for better visibility and sales conversion.
Handling Vendor Relationships and Invoices- Develop and maintain strong vendor relationships. Process invoices accurately and efficiently. Ensure timely payments to vendors.
Managing Inventory- Maintain accurate stock levels to meet demand.
Implement controlling measures to minimize  stockouts and overstock situations.
Accounting and Bookkeeping - Record all financial transactions accurately. Manage cash flow effectively to meet Operational needs.
Managing Packaging Operations - Select appropriate materials for packaging. Ensure packaging design aligns with brand standards for a consistent look.

Sales and Marketing Executive 

Tata Consultancy Services

ROLE : Cash Application Specialist in Account Receivable Department and a Team Member

RESPONSIBLITIES: 

Financial Operations Oversight: Managed global cash allocation and daily customer payments using SAP FICO, consistently meeting or exceeding targets within SLA parameters. And other A-docs Related Activities.
Client Relations and Satisfaction: Established strong client communication, addressing inquiries promptly, and enhancing client satisfaction and trust.
Compliance and Process Management: Supervised the RIBA process with a focus on Italy, ensuring compliance and execution while strictly adhering to internal TCS requirements.
Team Collaboration: Fostered effective communication within the team, collaborated with cross-functional TCS members, and assisted in resolving country-specific inquiries, promoting a cohesive work environment.
Audit and Reporting: Compiled and distributed audit reports, including RCSA and SOX audits, and effectively handled end-of-month activities, contributing to accurate financial reporting.

Finance Associate

Motilal Oswal Financial Services Ltd

ROLE  :  Equity and Mutual Fund Dealer.

RESPONSIBILITIES: 

Equity and Fund Management: Proficiently executed equity trades and effectively managed Mutual funds and IPO orders, showcasing a strong understanding of financial markets.
Risk Management: Monitored and ensured compliance with minimum margin requirements for client trading in both spot and futures markets, demonstrating a keen focus on risk management.
MIS Reporting: Prepared and presented Management Information System (MIS) reports, contributing to informed decision-making and efficient financial analysis

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Ganesh Nayak

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