Management
Consulting Services
Unlock your learners’ potential with EquiZen’s Education Services, designed to elevate their understanding of all investment-related subjects as well as those related to finance and capital markets. With over 20 years of financial expertise, we offer new ways of learning peppered with our incredible experience in financial services.
With a lot of experience in start ups and conglomerates, we offer consulting services in matters related to strategic planning and budgeting, process optimisation and standardisation and capital raising.
Our offerings in education and consulting are built on a foundation of expertise and a passion for guiding individuals and organisations—be it startups or established companies, towards achieving their goals.
Our Key Offerings
Education Services
Our commitment to financial education is unparalleled. It is accessible for learners at all
levels. It is customisable for the audience, be they from any industry or domain.
“Invest in the success of your learners by hiring our experts for either model”
“Invest in the success of your learners by hiring our experts for either model”
Subject-Based Hiring
Get insights into financial markets, investment and insurance products, portfolio management, corporate finance, financial modelling or any similar topics with our expert instructors. From workshops to seminars, our experts offer comprehensive training on a wide array of financial topics, tailored to suit your learning needs.
“Invest in the success of your learners by hiring our experts for either model”
Certification-Based Courses
Empower learners to excel in finance certifications with our seasoned instructors. Whether it’s NISM Certification Training for Mutual Funds, PMS, and RIA, or specialised workshops for corporate training and CPE, our experts provide targeted guidance to help candidates succeed. By hiring our professionals, you ensure that your team receives top-notch preparation and support to conquer certification exams.
“Invest in the success of your learners by hiring our experts for either model”
Hear from the students themselves!
Urvi Shah student of MKES IMSR Mumbai
Riva Raichura student of MKES IMSR Mumbai
Mihir Doctor student of MKES IMSR Mumbai
Consulting Services
Our consulting services are a cornerstone for businesses seeking to navigate the challenges of growth and change. We offer tailored advice in areas critical to business success, including strategic and annual planning and budgeting, process optimisation and standardisation and capital raising. Our approach combines practical experience with strategic insight, ensuring actionable solutions that drive real-world outcomes. Whether you’re a startup or an established enterprise, our consultancy services are designed to propel your business towards success.
Experience-Backed Expertise and Results-
Driven Financial Enablement
Why Choose EquiZen?
Our unique blend of practical experience and academic expertise sets us apart. Led by our founder, whose extensive background spans finance, business & strategic planning, we offer a perspective enriched by real-world success and in-depth knowledge. Our services are informed by decades of experience, ensuring that you receive advice that’s not just theoretical but practically applicable and impactful.
Our Approach to Your
Financial Enablement
Our dedication to professional growth is reflected in our hands-on, results-oriented approach to both teaching and consultancy. We’re committed to delivering services that not only impart knowledge but also translate into tangible success and ROI for you or your business.
Frequently Asked
Questions
Our instructors are highly experienced professionals with extensive expertise in finance and capital markets. They bring years of industry experience and practical knowledge to their teaching, ensuring that participants receive valuable insights and guidance.
Our experts cover a wide range of financial topics, including investment analysis, portfolio management, Financial Planning, corporate finance and more. We tailor our training sessions to meet the specific needs and interests of our clients. We also offer Mutual Fund National Institute for Securities Markets (NISM) VA as well as Continuous Professional Education (CPE) trainings as well as those for Portfolio Management Services (PMS) and Registered Investment Advisor (RIA) NISM exams.