Break into Core Finance: 1:1 Career Roadmap with CA Keshav Bansal

Feeling stuck in traditional audit or taxation and unsure how to break into core finance? Having navigated roles across Product Control as an Industrial Trainee and ALCM at HSBC, Business Valuations at KnowCraft, and Institutional Equity Research at Sutherland, I will help you map out a practical transition strategy.

What we will cover:

1. Role Clarity: Choosing the right path between Equity Research, Valuations, IB/KPOs, Product Control, and Bank Treasury (ALCM).
2. Skill Positioning: How to spin your existing CA articleship or work experience so finance recruiters take notice.
3. Certification ROI: Candid advice on whether you need CFA, FMVA, or specific technical skills (Excel modeling, Bloomberg, CapIQ) right now.
4. Next 30-Day Action Plan: Immediate steps to start landing core finance interviews.