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Equity Research Analyst Course with Placements

India’s most comprehensive equity research analyst course with placement assistance & Guaranteed Interviews in Equity Research firms.

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4.9 50,000+ Students Trained
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Placement Assistance Guaranteed Interview Support
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3 Months Weekend or Weekday Batches
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Scholarship & Discounts Merit-Based Financial Support

Built for Equity Research Careers

Financial Modelling Equity Research Excel Mastery Valuation

Trusted by Institutions. Proven with Outcomes.

Training Partner for Skills Development
ICFAI Business School (IBS) - Training Partner Indira University - Training Partner Institution - Training Partner

Since 2021

Operating in finance education

50,000+

Students trained across programs

4.9★

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Certified quality systems

Mentormecareers is a skills training partner for select colleges and institutions, focused on job-ready finance capabilities.
Placement Highlights

Placement Highlights

A quick look at our recent Equity research placements. Download detailed reports below.

Placements
Placement success — Priya Mishra, Financial Modeling
Priya Mishra
Placement success — Prakhar Agrawal, Financial Modeling
Prakhar Agrawal
Placement success — Pawanraje Nibalkar, Financial Modeling
Pawanraje Nibalkar
Placement success — Ahsutosh Bhirud, Financial Modeling
Ahsutosh Bhirud
Placement proof screenshot — Financial Modeling
Placement showcase creative — Financial Modeling
Placement showcase creative — Financial Modeling
Placement showcase creative — Financial Modeling
Placement showcase creative — Financial Modeling
Placement snapshot — Financial Modeling
Placement snapshot — Financial Modeling
PeriodView Report
Q4 FY 26 View Now
Q3 FY 26View Now
Q2 FY 26View Now
Q1 FY 26View Now
Q4 FY 25View Now
Q3 FY 25View Now
Q2 FY 25View Now
Q1 FY 25View Now
Q4 FY 24View Now
Q3 FY 24View Now
Q1 FY 24View Now

Note: These details have been shared with consent from the customers.

Achievements - MentorMeCareers

The Mentor Me Careers Advantages

Total Company Relationships: 1500+

Building strong partnerships with leading firms.

Highest Packages Offered: 14 LPA

Enabling students to achieve top-tier salaries.

Upskilled 50,000+ Students

Delivering cutting-edge skills and career growth.

Equity Research Career Guide

What is Equity Research?

Equity research is the process of analysing listed companies, industries, financial statements and market trends to form an investment view on a stock. Equity research analysts study business models, revenue drivers, profitability, risks, valuation and future growth potential to support investment decisions.

Sell-Side vs Buy-Side Equity Research

Sell-side equity research is usually produced by brokerage firms and investment banks. Analysts publish research reports, earnings updates, target prices and stock recommendations such as buy, hold or sell for clients and institutional investors.

Buy-side equity research is used inside mutual funds, asset management companies, hedge funds, family offices and portfolio management firms. Buy-side analysts help fund managers decide which stocks to buy, hold or exit based on valuation, risk, portfolio strategy and expected returns.

Key Functions of Equity Research Analysts

Equity research analysts combine financial analysis, sector knowledge and valuation techniques to understand whether a stock is attractive.

  • Company and industry analysis
  • Financial statement analysis
  • Forecasting revenue, margins and cash flows
  • Valuation using DCF and relative valuation
  • Writing research reports and investment notes
  • Tracking quarterly results, management commentary and market news
Skills Required for Equity Research

A good equity research analyst needs technical finance skills, business understanding, Excel ability and clear communication. The role requires both number-driven analysis and judgment about business quality.

  • Financial modelling and valuation
  • Excel and data interpretation
  • Accounting and financial statements
  • Industry research and business analysis
  • Report writing and presentation skills
  • Understanding of stock markets and investment concepts
Ideal Background for Equity Research Careers

Equity research is suitable for candidates who enjoy analysing companies, reading annual reports and understanding capital markets. It is open to freshers as well as working professionals who want to move into research-oriented finance roles.

  • B.Com, BBA, MBA and finance graduates
  • CA, CFA and FRM candidates
  • Commerce and economics students
  • Working professionals in finance, accounting or banking roles
  • Freshers aiming for research analyst roles
Career Growth in Equity Research

An equity research career can start with roles such as research associate, junior analyst or equity research analyst. With experience, professionals may move into senior analyst roles, sector specialist positions, portfolio research, fund management, investment advisory or buy-side investment roles.

Step 1: Research Associate / Junior Analyst Step 2: Equity Research Analyst Step 3: Senior Analyst / Sector Specialist Step 4: Portfolio Research / Fund Management

Expert Faculties

Allen Aravindan

Allen Aravindan, CFA, LLB

Expertise: Equity Research, Hedge Funds, Finance Consulting

Tap To Know More
Sagar Kasat

Sagar Kasat,CA

Expertise: Senior Manager @Qualys | Ex-Deloitte | Ex-VOIS | CA | CS | Mentor & Motivator

Tap To Know More
Abhijeet Hake

Abhijeet Hake

Expertise: Buy Side Equity Research, Portfolio Management

Tap To Know More

Equity Research Course Overview

The practical finance certification built by the people who’ve done the job.

The Mentor Me Careers Equity Research Analyst course is an Excel-based certification designed for students and professionals targeting careers in investment banking, equity research, credit analysis, and fund management.

Unlike theory-heavy programmes, this course was built by retired investment bankers, credit analysts, and fund managers who bring decades of real-world experience into every module. You won’t be working through hypotheticals — you’ll be building financial models using actual company financials from day one.

What makes this course different

Most finance courses teach concepts. This one teaches execution. Through a combination of practical lectures and hands-on assignments, you’ll develop the modelling skills that hiring managers in core finance roles actually look for — and leave with work you can speak to in an interview.

What you’ll learn

  • Financial modelling essentials using Excel, built from real company data
  • Equity research analysis — how to read, interpret, and act on financial statements
  • Valuation frameworks used by practising investment bankers and fund managers
  • Credit analysis fundamentals as applied in live institutional settings

Who this course is for

This certification is designed for finance students and early-career professionals pursuing roles in investment banking or equity research, as well as career changers looking to break into core finance with credible, demonstrable skills.

Earn an industry-recognised certification

Complete the lecture series and hands-on model assignments to earn your Equity Research Analyst certification from Mentor Me Careers — a credential backed by practitioners, not just academics.

Equity Research Course With Placement

Equity Research Course With Placement

Equity Research — Online (Live)

₹ 42373 + GST
Online Live Batch – ₹ 42373 + GST

3.5 months of Live Training with expert faculties and hands-on practice.

  • Live instructor-led classes
  • Access to portal & recordings
  • Real-world case studies
  • Placements Assistance
Enroll Now

Equity Research — Offline (Classroom)

₹ 50,847+ GST
Offline Batch – ₹ 50847+ GST

3.5 months of Live Training in Pune with expert faculties and hands-on practice.

  • Classroom sessions
  • Interview Preperations & Mocks
  • Class Recordings
  • Placement Assistance
Enroll Now

Equity Research
Course Curriculum with AI For Finance

Course Modules & Topics

Equity Research course with live projects, stock analysis cases, valuation models, report writing, interview preparation & placements

Why Our Students Crack Equity Research Interviews?

Equity Research Course Overview
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📥 Download Detailed Equity Research Syllabus
Industry Recognised Certificate - Equity Research Course
Industry Recognised Certificate
Syllabus Overview
Basic to Advance Excel & VBA for Equity Research +

Excel mastery for equity research analysts: shortcuts, dynamic ranges, LOOKUPs, INDEX-MATCH, Pivots, What-If, sensitivity tables, scenario analysis and VBA automation for faster stock analysis.

Fundamentals of Accounting for Equity Research +

Three-statement links, income statement, balance sheet, cash flow analysis, working capital, accruals vs cash, ratio analysis and common accounting adjustments used in stock research.

Financial Modeling Fundamentals for Equity Research +

Revenue drivers, COGS modeling, operating schedules, debt schedule, earnings forecast, interest circularity, model audit and hygiene for equity research models.

MS PowerPoint for Equity Research Reports +

Research report formatting, stock pitch presentations, valuation charts, company snapshots, football fields, comps tables and client-ready presentation standards.

DCF Valuation for Stock Analysis +

FCFF/FCFE, WACC, terminal value, bridge to EV/equity value, intrinsic value, target price calculation and valuation sensitivities.

Trading Comparable Company Analysis +

Peer set selection, normalization, key multiples such as EV/EBITDA, P/E, P/B and EV/Sales, valuation benchmarking and relative valuation for listed companies.

Transaction Comparable Analysis +

Precedent deals, acquisition multiples, premiums, control and synergies, deriving valuation ranges and understanding deal-based valuation references.

Football Field Analysis +

Visualizing valuation ranges from DCF, trading comps and transaction comps; presentation best practices for equity research and stock pitch decks.

Leverage Buyout (LBO) +

Sources & uses, capital structure, returns analysis, IRR/MOIC, value creation levers and sensitivity analysis for advanced valuation understanding.

Merger Model (M&A) +

Accretion/dilution, purchase accounting, synergies, financing, pro-forma analysis and M&A impact on shareholder value.

Valuation of a Banking Company +

Bank-specific statements, NIM, CASA, asset quality, GNPA, NNPA, credit cost, regulatory capital, P/B valuation and residual income approach.

Real-estate Equity Research Model +

Project cash flows, sales schedules, debt draws, NAV, IRR/NPV, sensitivity to price/absorption and valuation of listed real estate companies.

Oil & Gas Company Equity Research Model +

Commodity drivers, reserves, production, lifting costs, DD&A, refining margins and sector-specific valuation notes for oil & gas companies.

AI for Equity Research & Stock Analysis AI LAB +

AI-assisted equity research workflows: AI annual report analysis, earnings call summaries, competitor benchmarking, industry research, stock screening, financial data extraction and AI-assisted investment thesis development.

AI Excel Automation & Dashboards AI LAB +

Excel on Autopilot: learn how to use AI to simplify complex Excel formulas, automate repetitive workflows, accelerate problem-solving and generate faster dashboard ideas for equity research reporting and Power BI.

AI Equity Research & Financial Analysis AI LAB +

10x your research workflow: automate company research, annual report summaries, earnings call analysis, competitor benchmarking, industry research, financial data collection and AI-assisted investment research workflows.

AI for Equity Research Reports & Investment Memos AI LAB +

From Data to Recommendation: use AI to structure equity research reports, draft investment memos, create stock pitch narratives and convert financial analysis into professional buy/sell/hold recommendations.

Placement Support & Career Assistance

A structured support system designed to make you interview-ready and help you access opportunities—while keeping expectations transparent.

Interviews Guaranteed for 1 Year*

What’s Included

  • 3.5 Months of Core Training on Equity Research
    Structured learning path with practical modelling focus
  • Interview Preparation + Case Studies
    Role-specific questions, model walk-throughs, and case drills
  • Pre-Interview Preparation
    Shortlisting support, readiness checks, and final prep guidance
  • Interviews Guaranteed for 1 Year*
    Access to interview opportunities shared over 12 months
  • 1 Batch Transfer for Live Classes (Free)
    One-time batch shift option without extra fees
  • Lifetime Learning Portal Access
    Revisit resources anytime as you grow in your career
*Note: “Interviews guaranteed” refers to interview opportunities shared for eligible students over 1 year. Final selection depends on candidate performance and employer requirements.

Free Equity Research Learning Videos

Watch Equity Research Concepts Before You Enrol

Start learning the basics of equity research, stock analysis and interview preparation through MentorMeCareers’ practical video lessons.

Tutorial

Equity Research Tutorial

Understand the foundation of equity research, how analysts study companies, and how financial analysis supports investment decisions.

Watch on YouTube
Interview Prep

Equity Research Interview Questions

Prepare for equity research interviews with commonly asked questions, role expectations and practical preparation guidance.

Watch on YouTube

Tip: After watching these videos, explore the full Equity Research Analyst Course to learn financial modelling, valuation, report writing, stock analysis and interview preparation in a structured way.

Equity Research Course FAQ's

The choice of a good course to become an equity research analyst depends on your career objectives and the abilities which you want to acquire. Normally, the highest-ranking courses concentrate on capital structure modelling, methods of valuation as well as sector analysis. Among those recommended highly are such programs as CFA (Chartered Financial Analyst) certification, specialized Equity Research Analyst Certification or Financial Modeling and Valuation Analyst (FMVA) certification. These types of classes teach things like advanced excel skills required for equity researching jobs; financial statement analysis knowledge necessary in this field; how to value equities among others.

Even though the CFA (Chartered Financial Analyst) designation is not compulsory for equity research analysts, it is widely respected in this field. The program teaches students about investment management, financial analysis and ethics – all of which are key to succeeding as an equity research analyst. Most employers would rather hire those who have completed at least one level of the CFA exams or are currently pursuing their charter because it indicates that they are dedicated to this career and possess extensive knowledge in finance.

 

Yes. We are provide equity research placements across all the metro courses. and Mentormecareers is the highest rated equity research analyst course in Mumbai also.

In my opinion the most relevant best equity research courses suggested for placements should include a combination of;

  • Skills like financial modeling
  • And good qualifications like CFA, CA inter, MBA tier 1 or 2

Yes, it is possible for equity research to be a lucrative career option when you have gained experience and moved up in rank. Base salary, bonuses and sometimes stock options make up the bulk of this compensation package which can prove very profitable. Some entry level positions may start at about $60,000-$90,000 per year but as one progresses into more senior roles their income could increase exponentially. Senior analysts working for top firms or those with prestigious titles could potentially bring home anywhere from $150,000-$300,000 annually; especially if they receive performance incentives or large bonuses.

Equity research analysts who have obtained a CFA (Chartered Financial Analyst) credential often earn higher salaries due to their specialized knowledge and skills acquired through the program. In the first few years on average an individual holding this certification might expect to make between 80k – 120k per annum while working as an equities analyst. With time these numbers could rise significantly depending upon location or firm size etc., so it would not be unusual for someone with several years under their belt to pull down somewhere around 150k-250k+ annually; again depending on where they work among other factors that determine ones earning potential within any given organization.

At CRISIL which is among world top analytics companies there are various levels within the role itself along with differing amounts paid out based upon experience etc… Thusly saying what exactly each person earns here becomes difficult but still we can give some rough ideas regarding this matter too! According to my knowledge: For entry-level positions one would typically receive ₹6-₹10 LPA while more seasoned professionals occupying leadership slots should expect nothing less than ₹15-₹25 LPA (or even higher). Besides these monetary incentives CRISIL offers competitive salaries together with other benefits such as bonuses, health insurance and opportunities for professional growth.

Yes, equity research can be an extremely demanding job that often takes its toll on employees’ mental and physical wellbeing. There are several reasons why this is so: firstly analysts must work under tight deadlines; secondly they are required to produce comprehensive reports; thirdly they should keep themselves updated about market trends as well economic indicators which means always being on top of things! Moreover accuracy counts too – especially when it comes to providing timely recommendations during earnings seasons or major economic happenings etc… And finally hours worked tend to be long – sometimes starting early in morning continuing till late evening because global markets never sleep!

Yes, one can become an equities analyst after having completed their B Com degree. However, while doing this course would equip them with necessary skills needed for success in fields related mainly to finance & accounting but still additional qualifications might be required e.g., CFA or some other specialized program focusing exclusively upon equity research. It is also important gain practical experience through internships or entry level jobs within investment/finance world as this will help develop ones analytical abilities plus proficiency financial modelling … Additionally understanding how different markets operate would greatly enhance chances securing employment within organization where such knowledge really counts!

Yes! A Chartered Accountant (CA) can definitely get into equity research because they have strong foundations in accounting as well as knowledge about finances and regulations.

CAs are often good at understanding financial statements, doing thorough audits and accurate valuations. For a CA to move into equity research, they may need exposure in financial modeling and market analysis, which can be complemented with CFA certification or equity research specific training.

 

To become an equity research analyst in India, follow these steps:

  1. Educational Qualifications: Get a bachelor’s degree in finance, economics, accounting or related fields. MBA with specialization in finance is also highly recognized.

  2. Certifications: You can look at certifications like CFA (Chartered Financial Analyst) or any specific equity research certification to give your profile an edge.

  3. Skills Development: Concentrate on building strong analytical skills, financial modeling and being proficient with tools like Excel and Bloomberg.

  4. Internships: Gain hands-on experience by interning with investment banks, financial institutions or equity research firms.

  5. Networking: Attend seminars, join finance forums and connect with professionals on LinkedIn to build a professional network within the finance industry.

  6. Apply for Positions: Start applying for entry-level roles such as junior equity research analyst or associate analyst in reputed firms.

  7. Continuous Learning: Stay updated with latest market trends, industry news and keep enhancing your analysis & reporting skills.

Equity research can be hard to get into due its competitive nature. Typically employers look for candidates who have strong educational background along with relevant certifications (like CFA) and practical experience. Analytical skills, financial knowledge and ability work under pressure are some of the key requirements of this job role. However; with right qualifications, experience coupled with proactive approach towards learning & networking one can break into equity research easily. Doing internships during college years while continuously improving ones skill set through networking events etc significantly increases the likelihoods of getting selected for an interview at least if not hired right away.

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