Finance & Investment

Financial Modeling & Valuation (DCF & M&A)

Financial Modeling is the core analytical skill required for Investment Banking, Private Equity, Equity Research, and Corporate FP&A. Learn how to forecast revenue drivers, model debt schedules, and value companies.

Curated 2026 Curriculum GuideProject-Based Track

MS Excel (Advanced)PowerPointBloomberg / Capital IQ BasicsScreener.inTableau

🇮🇳 Indian Market Benchmark

Expected CTC Range₹8.0L – ₹22.0L LPA

Estimated Timeline10 – 14 Weeks

Demand Scope7,000+ High-Pay Openings

Experience LevelIntermediate to Advanced

Top Hubs:Mumbai, Gurugram, Bengaluru, Chennai

Explore Career Compass Match

Core Track Highlights

Prestige finance career track with rapid compensation escalation

High demand in Indian boutique investment banks, KPOs (Evalueserve, WNS), and Big 4

Combines accounting principles with forward-looking market projections

Structured Phase-by-Phase Syllabus

Focus on build-by-doing milestones rather than passive video consumption.

Weeks 1-5

Phase 1: 3-Statement Financial Modeling

Income Statement, Balance Sheet, and Cash Flow statement linkages
Working capital, depreciation schedules, and debt amortization
Dynamic scenario switches (Best, Base, Worst case)

🎯 Milestone Proof Project: Integrated 5-Year Financial Model for a Listed Indian Consumer Company.

Weeks 6-9

Phase 2: DCF Valuation & Sensitivity Tables

Unlevered Free Cash Flows (UFCF) and WACC calculation
Terminal value (Exit Multiple vs Gordon Growth model)
Data tables for sensitivity analysis on growth and margins

🎯 Milestone Proof Project: Comprehensive DCF Valuation Report & Fair Share Price Target.

Weeks 10-14

Phase 3: Trading & Transaction Comparables

EV/EBITDA, P/E, EV/Sales relative valuation multiples
M&A accretion/dilution analysis basics
Creating executive investor pitch books in PowerPoint

🎯 Milestone Proof Project: Institutional Equity Research Initiation Pitch Book.

Technical Interview Questions & Answers

Q1: How does a ₹100 increase in Depreciation affect the 3 financial statements (assuming a 30% tax rate)?

Income Statement: Operating profit drops by ₹100; with 30% tax, Net Income drops by ₹70. Cash Flow Statement: Net Income starts -₹70, add back non-cash Depreciation +₹100, so Cash from Operations increases by +₹30. Balance Sheet: Cash increases by +₹30, PP&E drops by -₹100 (Total Assets down -₹70), Retained Earnings drops by -₹70 (Total Liabilities & Equity down -₹70). Both sides balance.