Shefali Sahita, CFA Founder
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I'm a Charterholder from CFA Institute, USA. I've also completed my CFA from ICFAI, India.
I have teaching experience for CFA Level I and Level II students. I'm starting Level III soon.

I've students from Mumbai, US, London and Middle East.

Most of my students are from non-finance background.

I have teaching material developed in slides format and assignments to be done at home. I'm available to teach offline or online.

I maneuver my teaching based on the students capacity to understand the concepts. I'm open to clearing doubts as many times possible. However, the student should also be willing and serious to study and clear the exam, alongwith carrying the concepts to CFA Level II and Level III.

Subjects

  • Investment Management Beginner-Expert

  • CFA Beginner-Expert

  • CFA Level 1

  • NCFM Exams

  • CFA level II

  • CFA Level III

Experience

  • Founder (Jul, 2016–Present) at Research Mantra Financial Services
  • CFO (Dec, 2012–Jun, 2016) at Amaze Lifestyle
  • Consultant (Mar, 2011–Nov, 2012) at Ernst & Young Pvt Ltd
  • Consultant - Research & Advisory Services (Jul, 2007–Mar, 2011) at Dun & Bradstreet Information Services Pvt. Ltd.
  • Research Associate (Apr, 2006–Apr, 2007) at Gridstone Research

Education

  • CFA (Dec, 2006–Aug, 2014) from CFA institute, US
  • B. Com. (Jul, 2002–Apr, 2005) from Devi Ahiya Vishwa Vidyalay
  • MS (Finance) (Jun, 2002–Dec, 2006) from ICFAI, Dehradun

Fee details

    ₹5,000/week (US$59.88/week)

    I charge hourly if you want one-on-one coaching. If in group, batch size is maximum 5

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