KUNAL DOSHI CFA CMA FRM CAIA Financial Modelling ESG
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I have experience in corporate and research which I inculcate in my teaching, you can watch a few of my demo lectures on Youtube by the name - of Prof. Kunal Doshi. I have taught students from individual (one-on-one) to Classroom (100+) as well as corporate clients in India and in UAE. For CFA Level 1 and CA teaching and overall teaching, you can search my reviews on Quora, Linkedin, and Youtube comments.

I would also be open for an initial Demo lecture in case you need the same. I am available for doubts on WhatsApp, Mail and various platforms including Telegram where I have a channel exclusively for doubts. I can speak English, Hindi, Marathi, Gujarati, Urdu (basic), Arabic (understand a little) and have a neck of understanding and helping or working with students of all ages.

I've taught students who have been as young as below 20 (for Warwick business school) and other under-graduation programs to the highest age being 55 (head of a team of 300 people of Global Oil & Gas Co.)

Subjects

  • CFA Beginner-Expert

  • CA final - Strategic financial management

  • FRM Level I Beginner-Expert

  • CMA USA

  • CFA Level 1, 2 and 3

Experience

  • Faculty (Jan, 2020–Oct, 2020) at Acumen Finance
    Faculty for ADIA & ADNOC for CFA Level 1
  • Director (Dec, 2017–Present) at Eduinvest Academy
    CA, CFA, FRM Trainer
  • Faculty (Jan, 2017–Present) at Laukik Shah
    CFA Level 1 and Level 3 Trainer
  • Co Founder (Jun, 2013–Jun, 2017) at Finovative Solution
    Teaching, Management, Notes
  • Analyst (May, 2011–May, 2013) at SBI Capital Markets, Mumbai
    Research of Mutual Funds & other Product, Client Portfolio, Financial Planning and advising.
  • Mutual Funds & IPO Analyst (Feb, 2010–Apr, 2011) at Dalal and Broacha Stock Brokers Pvt. Ltd.
    In-depth Research of Mutual Funds Schemes, IPOs, etc. Recommendations and Product Notes, Portfolio of Clients in Mutual Funds, Newsletters - Weekly/Monthly, etc. Financial Planning and advising through Mutual Funds.
  • Dealer/Analyst (Aug, 2008–May, 2009) at Focus Comtrade
    Spread identification and trading in COMEX and MCX on Commodities, Currencies, etc. Also, analyzing of day to day US and other Global Economic scenarios and Global financial data and its impact on the financial products overall, and taking proprietary positions accordingly.
  • Analyst (Jul, 2007–May, 2008) at JP Morgan Services India Ltd, Mumbai
    Corporate Finance – Overseas and Subsidiary Information System Management. MIS reporting of Management and Financial numbers across different networks and Lines of business.

Education

  • FRM Level 1 (May, 2018–now) from FRM
  • CFA (Jun, 2009–Jun, 2012) from CFA institute, US
  • BCom (Jun, 2002–Mar, 2007) from Bcom mumbai university

Fee details

    د.إ200–400/hour (US$54.50–108.99/hour)

    Fees are exclusive of any taxes, Schedule will be decided and 50% of the amount will be in advance

Courses offered

  • CFA Level 1

    • USD1
    • Duration: Per Hour
    • Delivery mode: Flexible as per the student
    • Group size: Individual
    • Instruction language: English
    • Certificate provided: No
    EduInvest Solutions - Company Profile

    Founder and CEO: Kunal Doshi, CFA

    Background:
    EduInvest Solutions, founded by Kunal Doshi, is a dynamic educational platform specializing in finance training and consultancy. Kunal Doshi, a CFA Charter holder from the CFA Institute, USA, brings over 15 years of extensive experience in the finance industry, combining a solid foundation in academic achievements with practical expertise.

    Educational Background:
    Kunal Doshi holds a CFA Charter from the CFA Institute, USA, and has previously completed CFA with an Advance Diploma in Finance from ICFAI University, Hyderabad, India. He earned his bachelor's degree in commerce from Mithibai College, Mumbai University.

    Professional Experience:
    Kunal has a rich professional background having worked with renowned institutions such as JP Morgan, Focus Comtrade, Dalal and Broacha, and SBICAP Securities. His roles have spanned wealth management, portfolio management, research, and recommendations on investments including fixed income, gold, and IPOs.

    Training Expertise:
    With a passion for education, Kunal has been a trainer and co-founder of Finovative Solutions (2013-2017) and a faculty member at Laukik Shah Classes (2016-2019). Managed training at Acumen Banking and Finance, Abu Dhabi and conducted training for batches in ADIA, ADNOC, etc.. Managed Kaplan Middles East Abu Dhabi office for almost two years, single-handedly. Currently, he is the Trainer and founder of EduInvest Academy, delivering training in Strategic Financial Management for Chartered Accountants and all subjects for CFA candidates. EduInvest Academy provides both online and offline content for CA, CFA notes, and MCQs, catering to candidates in UAE and India. The academy collaborates with organizations training analysts and candidates from major Oil and Gas companies to Sovereign Wealth Funds.

    Corporate Training and Engagements:
    Kunal is a regular contributor to corporate training, serving as a guest lecturer for asset management companies such as ICICI Mutual Fund and HDFC Mutual Fund. He conducts sessions on macroeconomics, valuation, fundamentals, mutual fund performance evaluation, and more.
    He has also played a significant role in designing programs and training for wealth management candidates of companies like VP Wealth Management, SBI Capital Securities, and I-Fast International.

    Authorship:
    Kunal Doshi is the author of "A2A, Amateur to Analyst," a comprehensive handwritten book (1000+ pages) on the subject of Strategic Financial Management for CA FINAL candidates. Launched 300+ free videos, Formula books, CFA level 1 Book and revision books (many of them published and released for free)

    Community Involvement:
    Kunal actively contributes to the professional development of management students, conducting mock interviews for institutes like Jamnalal Bajaj Institute of Management Studies (JBIMS) and Mumbai Education Trust (MET). He served as a panel moderator and interviewer for events on careers and FINTECH.

    Personal Insight:
    Apart from his professional commitments, Kunal has a deep interest in research on macroeconomics, startups, valuation, geopolitics, counter-terrorism, and understanding business models and strategies. He is an explorer of places and cultures, reflecting a holistic approach to personal and professional growth.

    Conclusion:
    EduInvest Solutions, under the leadership of Kunal Doshi, is committed to providing high-quality finance education, leveraging a unique blend of academic excellence and practical industry experience. As a seasoned professional and dedicated trainer, Kunal strives to empower individuals and organizations with the knowledge and skills needed to navigate the complexities of the finance world.

    All the best !!
    Kunal Doshi, CFA

  • CFA Level 2

    • USD1
    • Duration: per hour
    • Delivery mode: Flexible as per the student
    • Group size: Individual
    • Instruction language: English
    • Certificate provided: No
    EduInvest Solutions - Company Profile

    Founder and CEO: Kunal Doshi, CFA

    Background:
    EduInvest Solutions, founded by Kunal Doshi, is a dynamic educational platform specializing in finance training and consultancy. Kunal Doshi, a CFA Charter holder from the CFA Institute, USA, brings over 15 years of extensive experience in the finance industry, combining a solid foundation in academic achievements with practical expertise.

    Educational Background:
    Kunal Doshi holds a CFA Charter from the CFA Institute, USA, and has previously completed CFA with an Advance Diploma in Finance from ICFAI University, Hyderabad, India. He earned his bachelor's degree in commerce from Mithibai College, Mumbai University.

    Professional Experience:
    Kunal has a rich professional background having worked with renowned institutions such as JP Morgan, Focus Comtrade, Dalal and Broacha, and SBICAP Securities. His roles have spanned wealth management, portfolio management, research, and recommendations on investments including fixed income, gold, and IPOs.

    Training Expertise:
    With a passion for education, Kunal has been a trainer and co-founder of Finovative Solutions (2013-2017) and a faculty member at Laukik Shah Classes (2016-2019). Managed training at Acumen Banking and Finance, Abu Dhabi and conducted training for batches in ADIA, ADNOC, etc.. Managed Kaplan Middles East Abu Dhabi office for almost two years, single-handedly. Currently, he is the Trainer and founder of EduInvest Academy, delivering training in Strategic Financial Management for Chartered Accountants and all subjects for CFA candidates. EduInvest Academy provides both online and offline content for CA, CFA notes, and MCQs, catering to candidates in UAE and India. The academy collaborates with organizations training analysts and candidates from major Oil and Gas companies to Sovereign Wealth Funds.

    Corporate Training and Engagements:
    Kunal is a regular contributor to corporate training, serving as a guest lecturer for asset management companies such as ICICI Mutual Fund and HDFC Mutual Fund. He conducts sessions on macroeconomics, valuation, fundamentals, mutual fund performance evaluation, and more.
    He has also played a significant role in designing programs and training for wealth management candidates of companies like VP Wealth Management, SBI Capital Securities, and I-Fast International.

    Authorship:
    Kunal Doshi is the author of "A2A, Amateur to Analyst," a comprehensive handwritten book (1000+ pages) on the subject of Strategic Financial Management for CA FINAL candidates. Launched 300+ free videos, Formula books, CFA level 1 Book and revision books (many of them published and released for free)

    Community Involvement:
    Kunal actively contributes to the professional development of management students, conducting mock interviews for institutes like Jamnalal Bajaj Institute of Management Studies (JBIMS) and Mumbai Education Trust (MET). He served as a panel moderator and interviewer for events on careers and FINTECH.

    Personal Insight:
    Apart from his professional commitments, Kunal has a deep interest in research on macroeconomics, startups, valuation, geopolitics, counter-terrorism, and understanding business models and strategies. He is an explorer of places and cultures, reflecting a holistic approach to personal and professional growth.

    Conclusion:
    EduInvest Solutions, under the leadership of Kunal Doshi, is committed to providing high-quality finance education, leveraging a unique blend of academic excellence and practical industry experience. As a seasoned professional and dedicated trainer, Kunal strives to empower individuals and organizations with the knowledge and skills needed to navigate the complexities of the finance world.

    All the best !!
    Kunal Doshi, CFA

  • CFA Level 3

    • USD1
    • Duration: per hour
    • Delivery mode: Flexible as per the student
    • Group size: Individual
    • Instruction language: English
    • Certificate provided: No
    EduInvest Solutions - Company Profile

    Founder and CEO: Kunal Doshi, CFA

    Background:
    EduInvest Solutions, founded by Kunal Doshi, is a dynamic educational platform specializing in finance training and consultancy. Kunal Doshi, a CFA Charter holder from the CFA Institute, USA, brings over 15 years of extensive experience in the finance industry, combining a solid foundation in academic achievements with practical expertise.

    Educational Background:
    Kunal Doshi holds a CFA Charter from the CFA Institute, USA, and has previously completed CFA with an Advance Diploma in Finance from ICFAI University, Hyderabad, India. He earned his bachelor's degree in commerce from Mithibai College, Mumbai University.

    Professional Experience:
    Kunal has a rich professional background having worked with renowned institutions such as JP Morgan, Focus Comtrade, Dalal and Broacha, and SBICAP Securities. His roles have spanned wealth management, portfolio management, research, and recommendations on investments including fixed income, gold, and IPOs.

    Training Expertise:
    With a passion for education, Kunal has been a trainer and co-founder of Finovative Solutions (2013-2017) and a faculty member at Laukik Shah Classes (2016-2019). Managed training at Acumen Banking and Finance, Abu Dhabi and conducted training for batches in ADIA, ADNOC, etc.. Managed Kaplan Middles East Abu Dhabi office for almost two years, single-handedly. Currently, he is the Trainer and founder of EduInvest Academy, delivering training in Strategic Financial Management for Chartered Accountants and all subjects for CFA candidates. EduInvest Academy provides both online and offline content for CA, CFA notes, and MCQs, catering to candidates in UAE and India. The academy collaborates with organizations training analysts and candidates from major Oil and Gas companies to Sovereign Wealth Funds.

    Corporate Training and Engagements:
    Kunal is a regular contributor to corporate training, serving as a guest lecturer for asset management companies such as ICICI Mutual Fund and HDFC Mutual Fund. He conducts sessions on macroeconomics, valuation, fundamentals, mutual fund performance evaluation, and more.
    He has also played a significant role in designing programs and training for wealth management candidates of companies like VP Wealth Management, SBI Capital Securities, and I-Fast International.

    Authorship:
    Kunal Doshi is the author of "A2A, Amateur to Analyst," a comprehensive handwritten book (1000+ pages) on the subject of Strategic Financial Management for CA FINAL candidates. Launched 300+ free videos, Formula books, CFA level 1 Book and revision books (many of them published and released for free)

    Community Involvement:
    Kunal actively contributes to the professional development of management students, conducting mock interviews for institutes like Jamnalal Bajaj Institute of Management Studies (JBIMS) and Mumbai Education Trust (MET). He served as a panel moderator and interviewer for events on careers and FINTECH.

    Personal Insight:
    Apart from his professional commitments, Kunal has a deep interest in research on macroeconomics, startups, valuation, geopolitics, counter-terrorism, and understanding business models and strategies. He is an explorer of places and cultures, reflecting a holistic approach to personal and professional growth.

    Conclusion:
    EduInvest Solutions, under the leadership of Kunal Doshi, is committed to providing high-quality finance education, leveraging a unique blend of academic excellence and practical industry experience. As a seasoned professional and dedicated trainer, Kunal strives to empower individuals and organizations with the knowledge and skills needed to navigate the complexities of the finance world.

    All the best !!
    Kunal Doshi, CFA

  • CMA Part 1 & Part 2, FRM part 1 & Part 2, ESG, CAIA

    • USD1
    • Duration: Per houre
    • Delivery mode: Online
    • Group size: Individual
    • Instruction language: English
    • Certificate provided: No
    EduInvest Solutions - Company Profile

    Founder and CEO: Kunal Doshi, CFA

    Background:
    EduInvest Solutions, founded by Kunal Doshi, is a dynamic educational platform specializing in finance training and consultancy. Kunal Doshi, a CFA Charter holder from the CFA Institute, USA, brings over 15 years of extensive experience in the finance industry, combining a solid foundation in academic achievements with practical expertise.

    Educational Background:
    Kunal Doshi holds a CFA Charter from the CFA Institute, USA, and has previously completed CFA with an Advance Diploma in Finance from ICFAI University, Hyderabad, India. He earned his bachelor's degree in commerce from Mithibai College, Mumbai University.

    Professional Experience:
    Kunal has a rich professional background having worked with renowned institutions such as JP Morgan, Focus Comtrade, Dalal and Broacha, and SBICAP Securities. His roles have spanned wealth management, portfolio management, research, and recommendations on investments including fixed income, gold, and IPOs.

    Training Expertise:
    With a passion for education, Kunal has been a trainer and co-founder of Finovative Solutions (2013-2017) and a faculty member at Laukik Shah Classes (2016-2019). Managed training at Acumen Banking and Finance, Abu Dhabi and conducted training for batches in ADIA, ADNOC, etc.. Managed Kaplan Middles East Abu Dhabi office for almost two years, single-handedly. Currently, he is the Trainer and founder of EduInvest Academy, delivering training in Strategic Financial Management for Chartered Accountants and all subjects for CFA candidates. EduInvest Academy provides both online and offline content for CA, CFA notes, and MCQs, catering to candidates in UAE and India. The academy collaborates with organizations training analysts and candidates from major Oil and Gas companies to Sovereign Wealth Funds.

    Corporate Training and Engagements:
    Kunal is a regular contributor to corporate training, serving as a guest lecturer for asset management companies such as ICICI Mutual Fund and HDFC Mutual Fund. He conducts sessions on macroeconomics, valuation, fundamentals, mutual fund performance evaluation, and more.
    He has also played a significant role in designing programs and training for wealth management candidates of companies like VP Wealth Management, SBI Capital Securities, and I-Fast International.

    Authorship:
    Kunal Doshi is the author of "A2A, Amateur to Analyst," a comprehensive handwritten book (1000+ pages) on the subject of Strategic Financial Management for CA FINAL candidates. Launched 300+ free videos, Formula books, CFA level 1 Book and revision books (many of them published and released for free)

    Community Involvement:
    Kunal actively contributes to the professional development of management students, conducting mock interviews for institutes like Jamnalal Bajaj Institute of Management Studies (JBIMS) and Mumbai Education Trust (MET). He served as a panel moderator and interviewer for events on careers and FINTECH.

    Personal Insight:
    Apart from his professional commitments, Kunal has a deep interest in research on macroeconomics, startups, valuation, geopolitics, counter-terrorism, and understanding business models and strategies. He is an explorer of places and cultures, reflecting a holistic approach to personal and professional growth.

    Conclusion:
    EduInvest Solutions, under the leadership of Kunal Doshi, is committed to providing high-quality finance education, leveraging a unique blend of academic excellence and practical industry experience. As a seasoned professional and dedicated trainer, Kunal strives to empower individuals and organizations with the knowledge and skills needed to navigate the complexities of the finance world.

    All the best !!
    Kunal Doshi, CFA

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