Investment Banking Training Course in Mumbai by Uncodemy

• Explain the advisory and underwriting services investment banks provide
• Show how banks help companies access capital markets
• Separate buy-side investors from sell-side intermediaries
• Describe the scope of front, middle and back-office teams
• Identify career levels from junior analyst through senior banker
• Review current forces shaping the sector and its transactions

• Learn the difference between issuing securities and trading them later
• Cover public equity issues such as IPOs, FPOs and rights offers
• Review corporate borrowing through bonds, debentures and commercial paper
• Identify instruments used for near-term liquidity
• Explain the regulatory roles of SEBI, RBI and exchanges
• Trace a transaction from trade execution to settlement

• Read the statements that report earnings, financial position and cash
• Review key details disclosed in annual reports and filings
• Use financial ratios to test profitability, liquidity and solvency
• Analyse working-capital investment and cash-conversion patterns
• Recognise adjustments that may affect reported performance
• Connect statement line items through an integrated view

• Navigate spreadsheet work efficiently with shortcut keys
• Use VLOOKUP, INDEX-MATCH and XLOOKUP in finance analysis
• Summarise and test information with pivot and data tables
• Apply data validation and conditional formats to worksheets
• Model alternative cases with scenarios and Goal Seek
• Create dashboards that refresh when figures are revised

• Follow design conventions that make a model transparent
• Develop a connected three-statement financial projection
• Estimate future revenues, costs and operating drivers
• Schedule working-capital accounts in the forecast
• Calculate debt repayments and interest charges
• Use control checks to keep the balance sheet in balance

• Measure forecast exposure to changes in selected assumptions
• Understand Monte Carlo simulation as a way to model uncertainty
• Determine an acquisition's potential impact on earnings per share
• Build familiarity with leveraged-buyout analysis
• Value individual business segments and aggregate the results
• Test model integrity with review and error checks

• Assess competition using Porter's Five Forces framework
• Map the macro environment with PESTEL factors
• Compare an industry's stage and the positioning of its participants
• Review company operations, profile and commercial model
• Evaluate leadership experience and management quality
• Organise strategic conclusions with strengths and risk factors

• Review income, market and cost-based approaches to value
• Calculate a DCF using projected free cash flows
• Estimate the discount rate using WACC and CAPM inputs
• Compare Gordon Growth and exit-multiple terminal values
• Differentiate cash flow for the firm from cash flow to equity
• Examine DCF outputs under alternative scenarios

• Choose peer companies with relevant operating characteristics
• Calculate EV/EBITDA, P/E and P/B benchmarks
• Reference completed acquisitions for precedent valuation
• Consider premiums paid for control and expected synergies
• Consolidate methods in a football-field valuation display
• Discuss the assumptions behind the implied range

• Examine horizontal, vertical and conglomerate deal structures
• Follow an M&A process from sourcing through transaction close
• Review diligence procedures and common work areas
• Analyse the effects of a proposed business combination
• Model earnings-per-share accretion or dilution
• Evaluate consideration choices and transaction terms

• Review the preparation and pricing stages of an IPO
• Study further equity issuance through follow-ons and QIPs
• Compare preferential allotments with private capital placements
• Look at bonds, NCDs and term loans as debt funding
• Introduce mezzanine instruments and leveraged finance
• Assess financing mix and its effect on capital structure

• Build a persuasive sequence of analysis in a pitch book
• Prepare transaction slides with PowerPoint
• Develop business and sector summaries for deal materials
• Review examples of transaction analysis in practice
• Manage execution steps, timing and shared deliverables
• Strengthen client-facing explanation and presentation

• Build a full financial model using the course workflow
• Estimate a real company's value using relevant methods
• Complete analytical work for an M&A case
• Prepare a pitch book for a notional transaction
• Present capstone findings and explain key judgements
• Save selected project materials for a professional portfolio

Mumbai is India's financial capital and home to the largest concentration of investment banks, private equity firms, asset management companies and corporate finance teams in the country. The city's BFSI ecosystem — spanning BKC, Nariman Point, Lower Parel and Andheri East — creates consistent demand for analysts and associates with practical financial modelling and valuation skills. For candidates based in Mumbai, this is one of the most active job markets for investment banking roles in India.

Mumbai's finance interviews often ask candidates to demonstrate precise modelling, explain how valuation inputs were selected and complete Excel tasks under time constraints. Be prepared to discuss why a DCF and peer analysis point to a particular value. A finished valuation deck or pitch book can help show how you apply these techniques.

This 9-month program is structured to build exactly these skills through live sessions, graded assignments, a completed valuation project and a capstone that mirrors real deal workflows. Mumbai learners attend every session live online, gaining the same skills that employers in the city's financial districts look for.

The program's mix of markets, accounting, models, valuation and deal execution can be relevant to more than one junior role. The guide below links career titles with their principal skill areas as a starting point for exploring your options.

Over a 2–5 year progression, most professionals move from analyst to associate roles, taking on greater deal responsibility, client interaction and team leadership. The skills built in this program — modelling, valuation, M&A analysis and pitch book creation — form the foundation for that trajectory. Mumbai's concentration of financial-services employers means many of these roles are within commuting distance for learners based in the city and its suburbs.

Salaries for investment banking roles in Mumbai are among the highest in India, reflecting the city's concentration of financial institutions and deal activity. Entry-level analysts typically start at ₹5–8 LPA, while senior analysts and associates can earn significantly more. The ranges below are indicative market ranges Uncodemy uses across its course pages.

Sources reviewed: AmbitionBox, Glassdoor, Indeed and Uncodemy placement records. Reviewed: October 2026. These ranges are compiled by comparing publicly reported salary data with internal placement information, and they are reviewed periodically so they stay broadly in line with the market. Actual offers in Mumbai depend on the employer's size and sector, the candidate's interview performance, prior experience and the specific responsibilities of the role, so treat the table as a planning guide.

Demand for investment banking skills in and around Mumbai spans several industries, and Uncodemy's 850+ hiring network reaches across many of them. The sectors below are where Mumbai-based finance skills are most commonly applied today:

• BFSI: Banks, insurance companies and asset management firms with corporate finance and treasury teams.
• Fintech: Payment platforms, lending startups and wealth-tech companies requiring financial modelling and valuation skills.
• Corporate finance / KPO: Captive finance and accounting centres supporting global investment banks and consulting firms — a major employer base in Mumbai.
• NBFCs: Non-banking financial companies hiring for credit analysis, valuation and deal structuring roles.
• Consulting: Advisory firms offering transaction advisory, due diligence and corporate finance services.

Because every sector relies on the same core foundation of modelling, valuation and Excel speed, a broad investment banking program lets you apply across industries instead of committing to one early in your career.

Becoming an investment banking analyst is a sequence of skills, each building on the previous one. The seven steps below follow the order of this program, so you always know what comes next and why it matters.

1. Investment Banking Fundamentals & Industry Overview: Understand what investment banks do, how deals work, and where analysts fit in the hierarchy.
2. Financial Markets: Learn equity, debt and capital markets, including IPO and bond issuance processes.
3. Financial Statements & Accounting Analysis: Master the three financial statements, ratio analysis and accounting linkages.
4. Excel for Investment Banking: Build speed and fluency with the functions and shortcuts used daily on live deals.
5. Financial Modelling: Construct three-statement models from scratch with forecasting and scheduling.
6. Valuation & DCF: Learn DCF methodology, WACC calculation, terminal value and sensitivity analysis.
7. M&A, Pitch Books & Capstone: Apply everything to M&A analysis, pitch book creation and a capstone project.

Timeline: 9 months of consistent study, live sessions, assignments and project work.

Compare programs by their learning format and practical depth, not just by the course name. The summary below records this program's duration, live sessions, tools, capstone and career support, providing a baseline for your own comparisons.

A modelling-only or business-analyst program will generally focus on fewer areas than this course, which combines financial markets, accounting, valuation, M&A and pitch-book production. Consider this broader route if you are exploring investment banking, M&A or equity research; choose a specialised Excel or modelling option if that is your only objective. The practical capstone and career guidance are additional points to weigh.

Mumbai participants join remotely because Uncodemy does not run a classroom in the city. This is the full program—not a shortened alternative—with 13 modules and the same trainers as classroom batches. Lessons are live, giving you time to ask questions, show a model on screen and get feedback on valuation choices.

For working professionals, online classes avoid daily travel through Mumbai and can be scheduled around weekday or weekend commitments. Recordings help with revision between sessions.

Learners able to travel may attend face-to-face batches in Delhi or Noida instead. Both the syllabus and fee remain unchanged.

The Investment Banking course runs for 9 months. During this time you attend 90+ live online sessions across 13 modules, finishing with a 20-hour capstone project. Weekday and weekend batches are available, so you can choose the pace that fits your work or study schedule.

Basic familiarity with finance or accounting is helpful but not mandatory. The course starts from investment banking fundamentals, so prior IB experience is not required. Module 1 begins from basics, and Excel and accounting concepts are built up step by step.

The course covers 10+ tools: Microsoft Excel, Advanced Excel, PowerPoint, Financial Modelling Templates, Bloomberg Terminal concepts, Capital IQ concepts, PitchBook concepts, Power BI, Python for Financial Analysis and financial data/research platforms. Each is used in hands-on assignments and case studies rather than only demonstrated.

Yes. Module 5 covers Financial Modelling Fundamentals, Module 6 covers Advanced Financial Modelling and Module 8 covers Valuation Techniques & DCF Analysis. Practical work includes three-statement models, DCF valuation, WACC calculation and sensitivity analysis.

The capstone is Module 13, Investment Banking Projects & Capstone, a 20-hour project. You complete an end-to-end financial modelling project, a real-company valuation, an M&A case study and a pitch book for a hypothetical deal, then present and defend your work.

Classes are live and instructor-led — 90+ live sessions. Recordings are provided for revision so you can revisit any session and catch up if you miss a class.

The program fee is ₹21,500 + 18% GST, which makes a total of ₹25,370. The same fee applies in all modes and cities, whether you learn live online from Mumbai or in a classroom at Delhi or Noida, and there are no hidden charges.

Yes. EMI starts from ₹4,228/month for 6 months.* This spreads the total fee of ₹25,370 across monthly payments. *EMI amount, tenure and eligibility may vary depending on the applicable payment or financing option.

You can request a demo session by submitting the enquiry form or calling our counsellors. Demo availability depends on the current batch schedule, and the team will share upcoming slots so you can experience the live teaching style before enrolling.

Yes, you receive Dedicated Career & Placement Assistance. This includes resume and LinkedIn guidance, mock interviews and opportunity sharing through a hiring network of 850+ companies. Assistance does not guarantee employment; outcomes depend on your skills and interview performance.

The course prepares you to apply for entry-level Investment Banking Analyst roles, which carry an indicative range of ₹5–8 LPA. Getting hired depends on your projects, interview performance and market conditions, and Uncodemy does not guarantee any specific role or salary.

Indicative ranges run from ₹5–8 LPA for an Entry-Level Investment Banking Analyst to ₹25–40 LPA for an Investment Banking Vice President. These are market ranges, not guaranteed outcomes; salary ranges are indicative and vary by employer, experience and city, and Uncodemy does not guarantee any specific salary.

You can apply for Investment Banking Analyst, M&A Analyst, Equity Research Analyst, Financial Modelling Analyst, Valuation Analyst and Junior Investment Banking Associate roles. The broad curriculum lets you choose the direction that best matches your projects and interests.

Commerce and finance graduates, freshers from B.Com/BBA/MBA-finance backgrounds, working finance professionals, career changers targeting corporate finance, and CA/CFA aspirants who want practical deal exposure are all eligible. You need a laptop and a stable internet connection.

No. Salary ranges are indicative market figures, placement support does not guarantee employment, and review counts reflect publicly available platform information that may change over time. They are shared for transparency to help you make an informed decision.

No. Mumbai learners join the course live online. Uncodemy's classroom centres are in Delhi (Laxmi Nagar/Shakarpur) and Noida (Sector 1), and anyone able to travel can choose in-person training at either location.

This course is a broader 9-month program covering financial markets, accounting, modelling, valuation, M&A and pitch books. A standalone modelling course is narrower and covers modelling only, without the deal-execution and valuation breadth this program provides.