Are you trying to convince yourself to get trained in Investment Banking, but you are confused about the whereabouts of the course, or if you have the required qualifications and skills, what job role will be assigned to you and from where to take up this course? Then this is the perfect article you have searched for. Investment Banking Courses answer all the what, why, when, how, and where of Investment Banking. Read the article till the end to solve all the queries that are peeking into your thoughts and also find the top Investment banking Courses in Pune.
Have you ever imagined your life like Arjun (played by Hrithik Roshan) of Zindagi na Milegi Doobara? The rich lifestyle, money-making job, and living life like a king size. If yes, then I am sure you have noticed that he was an Investment banker in the movie. Yes, a career in Investment Banking is one of the most prestigious and profitable jobs. Most novices, who are endeavoring a lucrative and gratifying career, are pondering over Investment Banking.
As per reports from the Business Research Company, Investment banking globally has grown at a compound annual growth rate(CAGR) of 8.6%. In 2022 the market was $153.49 billion and in 2023 it surged to $166.62 billion. The market is expected to grow at a CAGR of 7.4% by 2027. It is quite evident that the market is growing in a huge way and hence, it has a lot of space to equip people with the necessary skills to keep its bars high.
By now, your interest in Investment Banking as a career has definitely raised up the mercury level. Warren Buffet, the famous American business tycoon, philanthropist, and investor said, “Risk comes from not knowing what you are doing”. So, before joining the bandwagon, check this article regarding Investment Banking Courses in Pune, so that you are crystal clear about Investment Banking, its types, the role of investment bankers, the skills required, and the top Investment Banking Courses in Pune that will aid you in shaping up your career goals.
About Investment Banking
Investment Banking is a specialized arena in the financial industry. This fragment of the Banking sector assists institutions, organizations, governments, and high-profile individuals in raising capital and providing financial services. Investment Banks provide a wide range of services like Mergers and Acquisitions(M&A), Underwriting, Trading, Equity Research, Initial Public Offerings(IPO), and Risk management. They act as a medium between the organizations that need capital and the investors who need to invest their money.
Investment Banking usually offers Services, Finance, Trading, and Research work to their customers and earns profit and commissions. They provide financial transactions and services for their clients and get paid in return. For example, if an entity wants to raise capital they can approach the Investment Banks and get advice from them regarding IPO or other financial advice. Another classic scenario is, when the Government decides to go for any infrastructure development then it contacts the Investment Banks to raise capital by issuing bonds.
History of Investment Banking in India
The history of any matter is important before we consider it to be its part. For example, if you are cooking Galauti Kebab and you know the background behind it, then this will help you to prepare the dish in a better way. Similarly, to understand Investment Banking, you should check the history of Investment Banking, then you can go to the nitty-gritty of Investment Banking Courses in Pune.
The buzzing of Investment Banking in India dates back to 1970 when the State Bank of India made a mark by forming the Bureau of Merchant Banking. In 1973, ICICI Securities was the first Indian financial institution to present the services of merchant banking. Prior to this, Investment Banking in India was in the 19th century when European Merchant banks first established trading houses. Since then, the non-Indian banks dominated the merchant banking affairs in the country.
By 1980, there was a surge in the number of merchant banking in India. Around 1990, there were approximately 1,500 merchant bankers registered with the Securities and Exchange Board of India. This led to the formation of the Association of Investment Bankers of India(AIBI) with a vision to ensure member institutions were in compliance with banking regulations, followed legal practices, and promoted investment banking in India.
Some of the Investment Banking companies in India are mentioned below:
- ICICI Bank
- Axis Bank
- Axis Capital Ltd.
- Barclays Bank
- Morgan Stanley
- Goldman Sachs
- Mergers and Acquisitions
- Avendus Capital Pvt. Ltd.
- Bnp Paribas
- Aditya Birla Sun Life
- HDFC Bank
- Citi Group
- Credit Suisse Securities (India) Pvt.Ltd
- Ernst & Young Merchant Banking Services Pvt. Ltd.
- JP Morgan Pvt. Ltd
- JM Financial Ltd.
- Kotak Mahindra Capital Co. Ltd
- SBI Capital Markets Ltd.
- Yes Bank
These are some of the Investment Banks in India.
Types of Investment Banking
Investment Banking can be categorized into three types. It is generally categorized based on the size. The amount of services provided by the bank and the number of deals handled plays a vital role in the categorization of the bank.
1. Boutique Banks:
- Regional Boutique Banks:
They are small in size and handle fewer clients. They focus on a single sector like Merger and Acquisitions or any other services. They have a regional presence.
- Elite Boutique Banks:
Elite Boutique Banks usually start from the regional boutiques and then they step upwards to the national level. This type of bank usually handles a large amount of clients but lacks a global presence.
Examples of boutique banks are Veda Corp, Ripple Wave, Mape, and Cogence Advisors.
- Middle Market Banks:
As the name suggests these types of banks hold the mid-level position. They are slightly bigger than regional boutiques, but cannot reach the bulge bracket. Instead of restricting themselves, they provide all the investment banking services, like Mergers and Acquisitions, equity and debt capital, and other financial services. Some of the mid-market banks are Spark Capital, O3 Capital
- Bulge Bracket Banks:
The bulge bracket banks are the largest type among all the three. They are international banks, dealing with the highest number of clients. They spread their presence across the globe. They are proud possessors of Fortune 500 clients and steering the largest deals. Their act of assistance includes all types of financial services, asset management, M&A, and equity research.
The cherry on the cake is they have commercial as well as retail banking divisions and can cross-sell their financial products. J.P Morgan, BofA Securities India Ltd., Goldman Sachs, ICICI Securities Ltd., and Kotak Mahindra are some of the examples of bulge bracket banks.
Favors of Investment Banking
Understanding the services provided by Investment Banking helps in knowing what job profile is expected from Investment Banks. As Investment Banking involves lots of arithmetic, data, market research, and finance, the field is a little complex. On the other hand, this complexity assists you in obtaining a 5 to 6-digit salary. Guess that is a fair deal!!
In this article, Investment Banking Courses in Pune, some of the service bouquets offered by Investment Banking are described briefly. Knowledge of these aspects will help you to know about your job roles as an Investment Banker enormously.
Underwriting succeeds in uplifting capital to organizations and the Government. In layman’s language, an Underwriter provides financial advice to the company or institution that wants to go public, to raise funds for business. On the opposite side, the investor also seeks guidance from Investment Banks on how much should be invested and other financial concerns. So, the Banks help the clients from the buyer side as well as the seller side.
M&A is the most sought-after role of investment bankers. In this process, two entities become one organization. This method is a cost-saving technique when an entity tries to enter a new zone. What is the role of investment banks? They guide both companies to come up with single terms and conditions, advise them on financial aspects, help in negotiating contracts, and also to prepare legally approved documents.
- Equity Capital:
Investment Banks lend their helping hand to companies by raiding capital through equity. They do thorough research of the company and provide help to the company by letting them know the market trends, the future progress, and how to raise capital either by stocks or from professional investors. This aspect is useful, especially for start-ups.
- Debt Finance:
This is yet another role of Investment Banks. Unlike equity financing where the company sells its own securities to raise capital, here the company decides to go for a loan. After an end-to-end research about the company and market situation, the Investment Banks advise if the company should go for debt financing. In this process, the borrowing company should return the money back along with interest after a said amount of time to the leader company.
- Sales and Trading:
As the name implies in this role Investment Banks helps in selling and buying securities as a representative of their client.
- Initial Public Offer(IPO):
IPO is another aspect where Investment Banks play a vital role. They aid the business houses to raise capital by selling their shares to the public. Usually, start-ups gain a lot of benefits through IPO. The bankers suggest how to proceed with the IPO and how many shares to sell after a detailed study of the company and its profit and loss margin and market conditions.
- Financial Guidance:
Definitely, now you have understood what actually Investment Banks perform. The self-explanatory aspect of financial guidance implies that Investment Banks provide financial advice to the companies. Whether it is M&A IPO or any other service, their major role is to provide assistance to their clients.
Investment Banking Courses in Pune has delineated above mentioned facets that are some of the services that Investment Banks offer to their clients.
Investment Banking in India
This article, Investment Banking Courses in Pune now accentuates the salient feature, that is, the current Investment Banking trend in India. This field is vital because without knowing how India is growing in Investment Banking you cannot be sure of your career in this field. So, just a cursory look into investment banking in India.
In the present scenario, investment banking in India is a prosperous industry. India is thriving in this sector. The GDP of India in 2023 rose to 7.2% to hit 3.7 trillion dollars, this proves that India’s economy is growing in an enormous way. Due to this sturdy growth in the economy, an encouraging regulatory environment and expanding foreign investments have led to the fruitful success of Investment Banking.
India currently is perceiving robust growth in transactions in the capital market and M&A. The investors are keeping an eye on sectors like Healthcare, E-commerce, Technology, and Infrastructure that are coming up as growth opportunities. The regulatory bodies have also boosted the business spirit by easing the stringent rules and regulations and creating transparency and corporate governance. All these factors have reinforced the burgeon of this industry.
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Investment Banking in Pune
In light of the fact that the hub of this article is Investment Banking Courses in Pune, can you guess if is Pune a good option for Investment Banking Courses or not? Mumbai is the hub spot of Investment Banking. There are many banks situated and headquartered in Mumbai. The average income of investment bankers in Mumbai is around ₹18 LPA which makes it the best city for Investment bankers.
Pune is coming forward in the league. Its astounding growth in the infrastructure development industry, remunerative business environment, accomplished resources, and surge in the financial industry have turned the eyeballs of many domestic and international banks. Investment Banks are making their official presence here, thereby attracting many skilled professionals.
There are numerous services offered in Pune by bankers like; M&A, raising capital, managing risks, and financial advice. Discussing the salary part, an Investment Banker is one of the most highly paid career options. As the industry started to thrive in Pune, jobs were in demand and the package was also great.
Freshers can dream of around ₹20,000 per month, while experienced candidates can demand around ₹1,00,000 Per month. Bulge bracket banks like JP Morgan, Goldman Sachs, and Credit Suisse have their set up in Pune. Some of the investment banks operating in Pune are Citibank, BNP Paribas, and Morgan Stanley. The presence of these banks makes it easy for potential admirers to opt for investment banking as their career.
Investment Banking Courses in Pune
Now we are moving to the most awaited topic the Courses. Where will you earn a certification for Investment Banking is vital, as it aids you in getting placed and also to gain the required knowledge. Knowledge is the key to success in an Investment Banking career. So, you should choose the courses well and concentrate on your studies to gain the utmost knowledge. Listed below are the top Investment Banking Courses in Pune.
1. IIM SKILLS
IIM SKILLS started by Mr. Vaibhav Kakkar, is a leading edtech that has been making headway since 2015. There is no doubt, when we say that it offers the best faculties and the training pedagogy is so well designed. Every penny is worth spending on IIM SKILLS to get your professional certification Course. They make your base very clear, and the course is very practical, based on job scenarios.
IIM SKILLS takes education to another level. The giant ed-tech till now has trained nearly 18500+ learners. Though they provide thorough online classes, their classes are so interactive and lively, that it gives a pure classroom feeling. They even give assignments, and they provide 20+ hours of doubt clearance sessions.
At the completion of the course they accord the students with certification recognized by MSME, Government of India. Certified Investment Banking Master Course is 3 3-month instructor-led online class, with 70+ hours of lecture, 100+ hours of practical assignments, 5+ case studies, and 10+ templates. The institution facilitates internship guarantees and provides 100% job support.
IIM SKILLS took a step forward and is willing to guide you further, by building up your resume, and LinkedIn profile, and also preparing you for interviews. They have free access to their study materials for a lifetime. To boost your experience, they provide hands-on capstone projects. In a nutshell, they make you job-ready.
This course is suited for candidates who want to explore in banking sector and love numbers. MBA, Engineers, Graduates/postgraduates, CFA, Finance Professionals, CA/ACCA/CPAs are invited for this career.
Investment Banking Course Curriculum:
- In-depth knowledge of MS Excel
- MS PowerPoint
- Fundamentals of financial system and market
- Derivatives market – stock exchange, financial center, M&A, equity, venture capital
- Technical of investment banking
- Different marketing collaterals such as NDAs, buyers/investor lists, pitchbooks
- Technical financial modeling
- Business valuation
Course Duration: 3 Months
Top hiring companies are Goldman Sachs, JP Morgan, Accenture, and TCS. The average package is around Rs. 8-10 Lacs CTC and the highest being around Rs. 25Lacs CTC. Because of its wide course module and the excellent way of teaching IIM SKILLS has earned a renowned position in the market and it is one of the top most preferred Investment Banking Courses in Pune. Log on to their website for details about the course.
2. IMARTICUS LEARNING
Started in the year 2012, Imarticus Learning is also a very good institute in Pune. They aim to prepare a global learning community for a society that is technology-driven and futuristic. They provide certified Investment banking operations professional courses. The institute provides 150 hours of training. They have trained nearly 1000+ batches. They provide classroom and online training. Facilities for part-time and full-time classes are also available. At the end of the course, they provide an industry-recognized certificate.
Imarticus Learning is one of the sorted courses as per Investment Banking Courses in Pune because it provides job-specific skills, live training modules, experiential learning, extensive career support, and an interview guarantee. It provides a 100% interview guarantee.
- Introduction to the financial market that includes
- investment banking that includes an introduction to financial systems and types of financial markets
- Cash Equities and Fixed Income
- Foreign Exchange and money markets that include Forex and its features, quotes, trades, and instruments of the money market.
- Derivatives Market
- Job interview readiness will help you to brush up on your communication skills, help you to prepare for your interview, and build your resume.
- Trade Life Cycle
- Reference data management
- Corporate Action
- Asset Management
- Stock, Borrow, and lending
- Collateral Management
- Risk Management
- Introduction to Risk
- Anti-money laundering & KYC
Duration: For full-time the program conducted is for 2 months on weekdays for part-time learners it is for 3 months on weekends.
Course fee: INR 1,40,000 all-inclusive
It provides around Rs. 5Lacs per annum Average Salary and around 60% hike. The organizations that hire from this institute are Bank of America, Morgan Stanley, J.P. Morgan, RBS, Goldman Sachs, UBS, Genpact, Capgemini, and Citibank. This course is best suited for candidates with 0-3 years of experience. You can visit their site for more details.
Intellipaat was founded in 2011 by Diwakar Chittora and Shilpi Jain in 2011. It operates in nearly 150+ countries. They have tie-ups with many institutions like IU, IIT, MIT, EU Council, Belhaven University, and the University of Liverpool. They are also in collaboration with organizations like IBM and Microsoft.
They provide investment banking courses by IIT Guwahati E&ICT Academy. It provides 100% placement assistance, 1 capstone project, and also required soft skills training. It also provided one-on-one interaction with mentors and 24*7 support. After completion of the course, the candidate will receive certification from E&ICT, IIT Guwahati. They provide industry-experienced mentors.
- MS Excel
- Fundamentals of Investment Banking
- Cash equities and fixed income
- Foreign exchange and money markets
- Derivatives market
- Reference data management
- Corporate actions
- Asset Management
- ISDA and Reconciliation
- Borrow lending
- Managing collateral
- Trade Life Cycle
- Regulatory management and Risk Management
- Anti-money laundering
- Job readiness
Course Fee: INR 98,040
The institute provides a 60% average salary hike with the highest salary of Rs. 50 LPA. They have been mentors for about 11,000+ aspirers. They have more than 300+ hiring partners. All these features and course curricula make Intellipaat the third Investment Banking course. Please check their website for a detailed overview.
4. IIM INDORE
For those who are aiming to pursue a career in IIMs, it is a golden chance. IIM Indore brings before you a Post-Graduate Certificate Program in Investment Banking. Delivery of the class will be online mode and 5 5-day campus immersion program at IIM Indore. The pattern for the course is a mix of lectures, case discussions, project work, term papers, and assignments.
Learners with 2 years of experience after PG and people who are interested in making a career transition and are interested in the investment sector and numbers can apply for the course. As per Investment Banking Courses in Pune, pursuing a career from IIM Indore is definitely a good move.
- Financial reporting, Analysis and Valuation
- Financial Management
- Investment and Portfolio Management
- Investment Banking
- Options, Futures and derivatives
- Economic environment
- Spreadsheet modeling for finance
Duration: 12 months
Course Fee: INR 4,00,000 +GST
Though the course is a little expensive, IIM Indore says it all. Visit their website, for more details.
Finxl is one of the corporate finance institutes. They are dedicated to providing training only on finance. It provides globally accepted certification. It teaches Real-Time investment banking and equity research. Their teaching includes 80% practical with industry-used case studies.
The most advantageous aspect of this tech is it provides 3 certifications in one course, those are financial modeling, equity research, and advanced Excel. Along with this, it provides expert exposure and lifetime access and they will assist in preparing resumes.
- MS Excel expert
- Data collection and modeling
- Financial modelling and valuations
- M&A, LBO Model
- Power BI
- Presentations, case studies, and interview prep
Duration: 4.5 months
Course Fee: INR 30,000
Learners with or without a finance background, Graduates and post-graduates, freshers, and people who are looking for career transitions can apply for this program. This course is also sought by many candidates when they are looking for Investment Banking Courses in Pune. Log in to their website you receive the details about the program.
6. IMS PROSCHOOL
IMS Proschool is an extension of IMS, which has existed since 1977, building a bright future for students. In 2009, National Stock Exchange became a joint certification partner in 2014 it became an approved training partner of National Skill Development Corporation.
The institute provides an AICTE-approved PG certificate in Investment banking course. After successful completion of the course, the candidates get certificates from NSDC and IMS Proschool. They also get additional certificates from AIMA. The institute provides 100% job assurance.
- Equity, Debt Markets
- Forex & Derivatives
- Investment Banking operations
- Settlement and Risk
- Over-the-counter products
Duration: 12 months
Course Fee: INR 1,20,000
Students graduating from this institute get placed in Axis Bank, Citi Bank, Deloitte, Motilal Oswal, Capgemini, Atos, and prominent brands. This institute is also one of the most sought-after institutes in the country. When you are checking for Investment Banking Courses in Pune, do check for this institute, it will definitely build up your career.
7. MENTOR ME CAREERS
They are the leading provider of core finance skills, designations, and technology solutions for aspirers who want to take up finance as their career goal. It provides a Certificate in Investment Banking Operations Course. They also claim to provide placement. They provide 200+ hours of training and 100% job support. They are NSE Certified.
This course is recommended for MBA Finance graduates, B.Com Graduates, CA Interns, and engineer graduates who are willing for a career transition in the financial sector. This course is one of the best-selling courses among Investment Banking Courses in Pune.
- Module 1:
- Investment banking
- Equity and market structure
- Fixed income securities
- Asset management
- Corporate governance
- Module 2:
- Trade Execution
- Trade Agreement
- Settlement failure
- Internal Reflection
- Module 3:
- Securities lending and borrowing
- Safe custody
- Corporate actions
- Module 4:
- Risk management
- Anti-money laundering
- Basic Excel
- Interview Preparation
Course Fee: It has many categories. The fee ranges from INR 5,499+ GST to INR 27499+ GST.
The salary of candidates ranges from INR 3.5LPA to INR 6LPA. Their topmost recruiters are JPMorgan, UBS, Citibank, HSBC, Goldman Sachs, and Bank Of America.
8. DATA TRAINED
The article Investment banking courses in Pune highlights this course Data Trained which provides quality learning. The PG Program in Investment Banking and Financial Modelling is an online class conducted by the institute, where the candidates are satisfied with the program. They have 400+ hiring partners. It provides 200+ hours of content, 10+ case studies and projects, and 48+ live sessions.
- Basics of finance
- Financial statement
- Basics of economics
- Investment Banking
- Financial Modelling and valuation
- MS Excel
- MS PowerPoint
- Cashflow valuation
- Cost of capital
- M&A with LBO
Course Fee: INR 90,000+ GST
The average salary package is Rs. 6.5 Lacs. Check their website for more details.
1. What are the various Job Titles in Investment Banking?
Analyst, Associate, Adviser, Planner, Branch Manager, Vice President, Managing Director, Risk Manager. These are the various titles that are associated with Investment banking jobs.
2. What is the average salary for an Investment banker in Pune?
As per Glassdoor, the average annual salary for investment bankers is INR 6,50,000 LPA. With your increased experience the salary also gets a hike.
3. Is a Finance background preferred for investment baking jobs?
Most of the courses mentioned in Investment Banking Courses, highlight finance background aspirers are generally preferred for the course. But, if someone wants to go for a career transition with an interest in finance can opt for this course.
4. What skills are required for Investment Banking Courses in Pune?
Candidates with knowledge in MS Excel and PowerPoint, Finance, Accounts, Economy, and Maths are best suited for investment banking jobs.
Finally, the conclusion part of the article. In conclusion would like to highlight the aspect that if candidates are really looking for a good career option Investing banking is the one. Though the risk is prevailing, the financial market is taking a surge. India is growing and its economy is also growing, so we can definitely expect business to flow that will create a way for finance.
Pune is 2nd largest city in Maharashtra and a proliferating city in the Asia-Pacific region. It has already gained grounds for IT Industry and Start-ups, and now many investment banks are also for the eagle’s eye. Various Investment Banking Courses in Pune discussed will help you to gain success in your career. Wish you all luck!