Program Overview

The Future Financial Services Leaders Program 2024 serves as a catalyst for training young professionals in various specializations within the Financial Services ecosystem. This structured mentorship program will offer high-potential candidates an opportunity to get mentored by some of the most prominent Financial Services industry leaders. The goal is to provide guidance to emerging professionals in developing their career goals and aspirations, thereby investing in the future of the profession.

The Financial Services industry has been witnessing humongous growth over the last decade and needs a skilled and groomed talent pool to continue its dream run. The Future Financial Services Leaders Program will enhance cross-sectoral opportunities within the Financial Services sector for young professionals, equipping them with the knowledge and skills needed to excel. This program offers an unparalleled opportunity to work with the industry leaders, build a professional network and gain a deeper understanding of the Financial Services industry.

This Program is ideal for under-graduate students, post-graduate students and young professionals who are keen to make a career in financial services.

Perks Of The Program

Learn about all aspects of the Financial Services sector

Get mentored by Industry Leaders

Program Certificate & Digital Badge

Access to exciting Career Opportunities

Opportunity to work on a Capstone Project

Experience the benefits of a Holistic Curriculum

Focus Areas

Industry Verticals

Consulting

KPO

Financial Regulators

Financial Journalism

Broking

Tax & Audit

Corporate Finance

Asset Management

Wealth Management

Banking

Family Offices

Alternative Investments

Credit Ratings

Investment Banking

NBFC

Insurance

Fintech

Functional Specializations

Financial Research

Technology

Accounting

Foreign Exchange

Treasury

Fund Management

Operations

Legal & Compliance

Business Development & Sales

Marketing & Communications

Human Resource Development

Relationship Management

Risk Management

Investor Relations

About the Mentors

Our mentors are some of the most prominent industry leaders of the Indian Financial Services industry. Volunteering their personal time, although these rock stars come from a range of backgrounds and specialize in diverse areas of financial services, one thing’s for sure: they’re all dedicated to helping the Future Financial Services leaders succeed.

Our Mentors

Ankur Jain

InCread Alternative Investments

Ashish Fafadia

Blume Ventures

Ashwin Patni

Axis Asset Management

Ninad Haibat

Kotak Investment Advisors

Richa Sethia Natarajan

Unitus Capital

Varun Rajda

Constellation Blu

Vishnu Bodapati

UIM - Upstreet Investment Managers

Venkatesh Prabhu

MITCON Credentia Trustee

Our Partner

Associate Partners

Program Structure

Benefits

Foundation Level

Intermediate Level

Virtual Membership

Advanced Level

Career sessions on Industry Verticals

Certificate of completion

Career sessions on Functional Specializations

Employability test

Career hacks sessions

Q&A with Financial Services Industry Leaders

Capstone Project

Group Mentoring

Program Fee

Date

Foundation Level

Intermediate Level

Virtual Membership

Advanced Level

Till November 30

INR 1,000

INR 2,000

INR 5,000

From December 1- December 31

INR 2,000

INR 3,000

INR 7,500

From January 1- January 31

INR 3000

INR 5,000

INR 10,000

Focus Areas

Industry Verticals

Consulting

KPO

Financial Regulators

Asset Management

Wealth Management

Banking

Family Offices

Alternative Investments

Credit Ratings

Investment Banking

NBFC

Insurance

Fintech

Functional Specializations

Fund Management

Operations

Legal & Compliance

Business Development & Sales

Marketing & Communications

Human Resource Development

Relationship Management

Risk Management

Investor Relations

An assessment will be conducted for the students before they enter into the 3rd segment of the Future Financial Services Leaders Program. This Test will be based on the understanding of various training sessions conducted in segment 1 & 2. Based on the evaluation, the students can give 3 subjects in order of their preference, in which they wish to be mentored by industry specialists.

The students will be issued the Financial Services Employability Test certificate only after the successful completion of the first 3 segments and the exam.

Program Schedule

Industry Vertical specific career sessions- 16th- 30th November, 2024
  • Segment-1 Career sessions on Financial Services industry vertical- 16th to 30th November, 2024
  • Segment-2 Career sessions on Functional Specializations- 1st to 20th December, 2024
  • Segment-3 Employability test, career hacks sessions and Q&A with Financial Services Industry Leaders- 5th to 15th January, 2025
  • Segment-1 Career sessions on Financial Services industry vertical- 16th to 30th November, 2024
  • Segment-2 Career sessions on Functional Specializations- 1st to 20th December, 2024
  • Segment-3 Employability test, career hacks sessions and Q&A with Financial Services Industry Leaders- 5th to 15th January, 2025
  • Segment-4 Group Mentoring- 16th to 31st January, 2025

About the Mentors

Our mentors are some of the most prominent industry leaders of the Indian Financial Services industry. Volunteering their personal time, although these rock stars come from a range of backgrounds and specialize in diverse areas of financial services, one thing’s for sure: they’re all dedicated to helping the Future Financial Services leaders succeed.

Our Mentors

Ankur Jain

InCread Alternative Investments

Ashish Fafadia

Blume Ventures

Ashwin Patni

Axis Asset Management

G Senthil

KFin Technologies

Ninad Haibat

Kotak Investment Advisors

Rajesh Gandhi

Deloitte Haskins & Sells LLP

Richa Sethia Natarajan

Unitus Capital

Varun Rajda

Constellation Blu

Vishnu Bodapati

UIM - Upstreet Investment Managers

Venkatesh Prabhu

MITCON Credentia Trustee

Visalakshi chandramouli

Tata Capital Healthcare Fund
Tata Capital

Learners Speak

About Us

Admission Procedure

Program Fee

Date

Foundation Level

Intermediate Level

Virtual Membership

Advanced Level

Till October 15

INR 1,000

INR 2,000

INR 5,000

October 16- October 31

INR 2,000

INR 3,000

INR 7,500

From November 1- 15

INR 3000

INR 5,000

INR 10,000

FAQs

Foundation Level

In order to complete this programme, you’ll need a current email account and access to a computer and the internet, as well as a PDF Reader. You may need to view Microsoft PowerPoint presentations, and read and create documents in Microsoft Word or Excel.

The recorded lectures will be available on our portal for you to watch as per your convenience. We expect all Future Leaders to dedicate approximately 7 hours weekly to the program throughout its duration.

You can also reach out to Equalifi Team through email on team@equalifi.orgor through whatsapp chat on +91 8828116801

Intermediate Level

The sessions will encompass various topics like resume building hacks, interview tips, LinkedIn profile building tips etc. to ensure that you are ready for the workplace tomorrow.

An employability test is a comprehensive assessment tool used to evaluate an individual's readiness for the job market. The test will be conducted for the industry and functional area of your choice and you will be given a certificate of completion.

Advanced Level

Following the completion of your training period, you will be matched with a Leadership Mentor for a six-week period. You can discuss with your mentor when and how you meet. At the end of the six-week period, you can appear for an employability test to check whether a particular sector is suitable for you.

The quality of the mentoring experience is higher when we support all participants to prepare for mentoring, making sure that expectations are clear, and shared by both sides of the partnership.

Mentees are invited to fill a form during enrollment to express their preference of sectors and areas of interest and we use this to source the right mentor for you.

Mentoring provides invaluable learning opportunities early in your career. Whether you're navigating the challenges of a new role, considering your next career step, or acquiring new skills, a mentor can help you strategize and plan effectively. Additionally, connecting with peers from all around India allows you to exchange knowledge, share ideas, and collaborate on projects.

The capstone project is a crucial aspect of the program allowing you to apply your acquired knowledge to real-world challenges.