Rishabh Kale Financial modelling, CFA, Equity Research
5 Reviews

Financial Modelling (Fundamental Stock Research) & CFA Tutor

I am a Senior Equity research analyst working with a US-based Multinational Company, covering Indian and developed countries stock markets. I am working as an analyst since last five years. I am currently covering the whole Asia and Western markets. Have worked both on the Buy-side and Sell-Side profiles in Investment bank. My Profile includes creating a Financial model from scratch, Writing reports, Performing Industry research, Meeting the company's top management (CEO's, CFO's etc), and Interacting with Mutual Fund Managers.

Would like to share my experience with students eager to get into Investment banking roles and appear for CFA exams.
I have been tracking many companies and I do have financial models for those companies, which I would share with you to get a real sense of practical knowledge.
I believe in teaching what is required on Job, rather than bookish knowledge.

I have 3 years of experience in teaching financial modelling and CFA level 1. Currently, I am an online faculty at a B-school in Hyderabad (India) and a visiting faculty for finance in a Bschool in Mumbai (India). Teaching approx. 200 students.
Since I have practical knowledge of trading in stocks and performing equity research, I usually take live companies to make models, explain the sector and make sure that the model replicates the current market scenario.
Financial Modelling is not only about excel, it needs to have a practical view and should be done by writing a report on it.

About CFA training:
I have been teaching since last 3 years and have trained students from India, US, UK, Dubai, Singapore, Spain, France and few other European countries. Studying CFA do require practical knowledge, it is not a regular college exam. So to gain practical knowledge and prepare students for future corporate life, I have created a dummy financial statement to understand the linkages between P&L, Balance sheet and Cash flows (Refering to Financial Statement Analysis subject) which helps better understanding of the subject rather than just solving sums.
For Derivatives I teach directly in live Stock market on how the gains on the call and the put options are calculated. And so on for other subjects as well.

My Qualifications:
Post Graduate in Finance
Candidate for CFA level 2
Financial Modelling Certified from Bombay Stock Exchange (BSE).
Under Graduate in Accounts

You can have a look at my video for some financial modelling introduction on Youtube
Named: Sales Forecasting in financial modelling - Easy Research

Subjects

  • Finance Beginner-Expert

  • Corporate Finance Beginner-Expert

  • CFA Beginner-Expert

  • CFA Level 1

  • Financial valuation Beginner-Expert

  • Valuation Beginner-Expert

  • Financial Modeling Beginner-Expert

  • Financial modelling Beginner-Expert

  • Financial modelling Excel Beginner-Expert

  • Financial statement analysis Beginner-Expert

  • Valuation and securities analysis Beginner-Expert

  • Technical analysis of stock market Beginner-Expert

  • Stock Investor Beginner-Expert

  • MBA Finance

  • CFA level 1 subjects

  • CFA Exam

  • Equity research report Beginner-Expert

  • Financial Forecasting Beginner-Expert

Experience

  • Visiting faculty (Nov, 2021–Present) at Welingkar Institite, Matunga
    Faculty for MBA Finance & PGDM.
    Teaching Financial Modeling
  • Senior Research Analyst (Nov, 2020–Present) at CRISIL Ltd
    I am a senior equity research analyst. Covering the entire Asia markets.
    Profile includes
    Writing investment thesis, Making financial models, Interacting with the management and coming up with new ideas.
  • Research Analyst (Apr, 2017–Nov, 2020) at Arihant Capital Markets Ltd
    Tracking IT, Pharmaceuticals and Automobiles companies in India.
    Profile includes:
    1) Creating a Financial model from scratch.
    2) Report Writing- Initiation and Quarterly Updates
    3) Interacting with Fund Managers
    4) Coming up with new ideas.

Education

  • CFA Leve 1 (Dec, 2014–now) from CFA institute, US–scored 70+

Fee details

    ₹750–1,500/hour (US$8.99–17.97/hour)

    Fees will vary depending on the traveling. If it's online I will only charge the minimum fee.

5 Reviews
5 out of 5

User Photo August 1, 2022
Payment verified US$ 141.69 (11800 INR)

Very helpful and supportive

Rishabh helped with my class and assignment that I was struggling. He carefully explained step by step the basics for me to understand the concept as well as the needed solutions. Rishabh is flexible, easy to communicate (with no judgment), and patient. I plan on asking for his help again in the future.

User Photo June 19, 2022
Payment verified US$ 1 (50 Coins)

Very dedicated and friendly

Mr. Rishabh Kale has been a very dedicated and friendly tutor, who teaches in an interactive manner. I was able to grasp the concepts very easily and he had given me abundant guidance till my exam day. He would often give a lot of external practice questions which were very helpful for my exam preparation and also motivated me to score high. Hence, I would strongly recommend him to anyone pursuing CFA/MBA.

User Photo June 16, 2022
Payment verified US$ 1 (50 Coins)

Experienced teacher with an excellent understanding of finance

Mr Rishabh Kale is an excellent teacher for the CFA examinations. His knowledge and experience in this field, combined with his ability to present the material in a simplified manner has helped me develop a strong conceptual understanding in a short period of time. He is extremely patient, approachable, and explains material in a clear and concise manner. He is passionate about what he does and this comes across in his teaching. Highly recommend Rishabh for anyone taking the CFA exams!

User Photo August 16, 2021
Payment verified US$ 1 (50 Coins)

Expert in his Profession and a Passionate Teacher

Mr. Rishabh kale is the best tutor for financial modelling. I wish i knew him before. His indept knowledge of finance subject, financial modelling and report writing has helped me a lot. He is very humble, down to earth, friendly person, trustworthy and is always ready to help his students in need. I recommend every aspiring financial analyst and investment bankers, CFA students of any level to reach him and feel free to take classes from him.

User Photo July 16, 2021
Payment verified US$ 1 (50 Coins)

Fantastic human being with vast knowledge in finance

Rishabh bhai is a great human being. A very dedicated teacher who never judge his student. I knew nothing. He taught me so well with patience that I am fluent now. His way of teaching is very simple and extremely easy to understand. You walk one step, he will take two. He is so good. His knowledge and grasp on his craft is amazing. Thanks Rishabh bhai. You will always be my best Guru. God bless.