Investment Banking Training Course in Surat by Uncodemy

• What investment banking is and how it differs from commercial banking
• Role of investment banks in capital markets
• Buy-side vs sell-side explained
• Front office, middle office, and back office functions
• Investment banking career paths and hierarchies
• Current industry trends and deal landscape

• Primary and secondary markets
• Equity markets: IPO, FPO, rights issue
• Debt markets: bonds, debentures, commercial paper
• Money market instruments
• Role of SEBI, RBI, and exchanges
• Trading, settlement, and clearing mechanisms

• Income statement, balance sheet, and cash flow statement
• Reading annual reports and filings
• Ratio analysis: profitability, liquidity, solvency
• Working capital and cash conversion cycle
• Accounting adjustments and red flags
• Linkages between the three financial statements

• Excel shortcuts and navigation for speed
• Advanced functions: VLOOKUP, INDEX-MATCH, XLOOKUP
• Pivot tables and data tables
• Conditional formatting and data validation
• Scenario analysis and goal seek
• Building dynamic dashboards

• Model design principles and best practices
• Building a three-statement model from scratch
• Revenue and expense forecasting
• Working capital scheduling
• Debt and interest schedule
• Balancing the balance sheet

• Scenario and sensitivity analysis
• Monte Carlo simulation concepts
• M&A accretion/dilution modelling
• LBO modelling fundamentals
• Sum-of-the-parts valuation modelling
• Model auditing and error-checking

• Porter's Five Forces framework
• PESTEL analysis
• Industry life cycle and competitive positioning
• Company profiling and business model analysis
• Management quality assessment
• SWOT and strategic analysis

• Valuation approaches: income, market, cost
• Discounted Cash Flow (DCF) methodology
• WACC calculation and CAPM
• Terminal value: Gordon Growth and Exit Multiple
• Free cash flow to firm and equity
• DCF sensitivity and scenario analysis

• Selecting comparable companies
• Trading multiples: EV/EBITDA, P/E, P/B
• Precedent transaction analysis
• Control premium and synergies
• Football field valuation summary
• Interpreting valuation ranges

• M&A types: horizontal, vertical, conglomerate
• Deal process: origination to closing
• Due diligence process and checklist
• Merger consequences analysis
• Accretion/dilution analysis
• Deal structuring and consideration

• IPO process and book building
• Follow-on offerings and QIPs
• Private placements and preferential allotments
• Debt instruments: bonds, NCDs, term loans
• Leveraged finance and mezzanine debt
• Financing strategy and capital structure

• Pitch book structure and storytelling
• Creating professional PowerPoint decks
• Company profiles and industry overviews
• Transaction case studies
• Deal execution and project management
• Client communication and presentation skills

• End-to-end financial modelling project
• Valuation of a real company
• M&A case study and analysis
• Pitch book creation for a hypothetical deal
• Capstone presentation and defence
• Portfolio-ready deliverables

Surat's business environment includes trading, manufacturing and industrial activity, where financial planning, accounting and business analysis are relevant across many organisations. For graduates interested in investment banking, developing specialist skills can open a pathway to explore analyst, valuation and research positions in Surat and larger finance centres. Practical expertise in financial statements, modelling and corporate valuation can be useful when pursuing these opportunities, though hiring requirements vary by employer.

Investment banking candidates benefit from preparing for three major areas of technical assessment. First, they should understand financial statements and be able to construct a connected three-statement model. Second, they need to explain valuation approaches, including DCF assumptions, comparable-company selection and precedent transaction analysis. Third, they should be proficient in Excel and able to communicate findings through clear financial presentations. A well-explained modelling or valuation project can provide concrete evidence of these skills during an interview.

This nine-month program builds practical familiarity with investment banking tasks through instructor-led sessions, assignments, valuation case studies and a final capstone project that connects the different stages of deal analysis.

The course introduces core capabilities across financial markets, accounting, financial modelling, valuation, M&A and pitch book preparation. These skills are relevant to multiple finance roles, with the most suitable position depending on the learner's background, experience and the employer's selection criteria.

Across 2–5 years of professional development, analysts may work towards associate-level roles as their technical ability, deal experience and responsibilities grow. Progress depends on performance and available vacancies. The core capabilities developed in financial modelling, valuation, M&A analysis and pitch book creation can help professionals prepare for more advanced transaction work.

Salaries for investment banking and related finance positions in Surat vary according to the employer, experience and level of analytical responsibility. Entry-level analysts may start at ₹5–8 LPA, while senior analysts and associates can earn significantly more. The figures below are indicative market ranges used across Uncodemy's course pages and may differ from actual offers in Surat.

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 Surat depend on the employer's size and sector, the candidate's interview performance, prior experience and the specific work involved. Candidates may also look at finance roles beyond Surat when seeking specialised investment banking positions. Treat the table as a broad planning reference, not a guarantee of local salaries.

Surat is known for its diamond, textile, trading and industrial businesses, where financial analysis and corporate finance skills can support a range of business functions. Dedicated investment banking openings may be more limited than in major financial centres, so candidates can also explore related roles and opportunities across the wider market. Potential sectors include:

• BFSI: Banks, insurance companies and asset management firms with corporate finance, treasury and analytical functions.
• Fintech: Payment platforms, lending startups and wealth-tech companies that need financial modelling and valuation skills.
• Corporate finance / KPO: Finance and accounting teams supporting companies, global businesses and consulting firms.
• NBFCs: Non-banking financial companies recruiting for credit analysis, valuation and related finance roles.
• Consulting: Advisory firms providing transaction support, due diligence and corporate finance services.

Strong Excel skills, financial modelling and valuation fundamentals are useful for a variety of finance-related roles. A broad investment banking program can help candidates build a foundation for exploring these options as well as specialised opportunities in larger financial centres.

Preparing for an investment banking analyst role involves learning the financial concepts first and then applying them through spreadsheets, valuation exercises and deal-related projects. The seven steps below follow the sequence of this program and outline a practical learning path.

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.

Choosing a finance course in Surat starts with identifying the skills you need and checking how each program teaches them. Compare duration, learning hours, live teaching, tools, practical assignments and career support. The table below summarises this Investment Banking program's stated features for comparison.

Some finance courses focus mainly on Excel, financial modelling or business analysis. This program covers a wider set of subjects, including financial markets, accounting, valuation, M&A and pitch books. This breadth may suit learners who want to explore investment banking, M&A or equity research, including opportunities beyond their home city. If you need only one specific skill, a shorter specialist course could be more practical. Review the capstone requirements and the scope of career assistance before deciding which program fits your goals.

Uncodemy does not have a classroom in Surat, so learners from the city can participate in this Investment Banking program through live online training. The online mode follows the program's stated curriculum and batch structure. Rather than relying only on recorded lessons, you can attend sessions in real time, ask trainers questions, review financial models through screen sharing and discuss valuation methods during class.

For learners balancing studies, work or other responsibilities, online sessions can offer more flexibility by removing the need to travel to a training centre. Weekday and weekend batches may be available, and recordings can help you revisit important concepts and exercises.

If you prefer face-to-face instruction and can travel, you can enquire about classroom training at Uncodemy's Delhi and Noida centres. Check with Uncodemy to confirm the current fee and whether the same batch and curriculum options are available in both modes.

The Investment Banking program runs for 9 months, with 90+ live online sessions covering 13 modules. It also includes a 20-hour capstone project to apply the concepts learned. Weekday and weekend batches are available to help learners manage the course alongside their other commitments.

You do not need previous investment banking experience to begin. Basic familiarity with finance or accounting may help, but the course starts with introductory concepts. It gradually builds your understanding of accounting and Excel before moving to more advanced topics.

More than 10 tools and platforms are covered, including 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. Practical assignments and case studies help learners understand their application.

Yes, the course includes three key modules on these subjects: Financial Modelling Fundamentals in Module 5, Advanced Financial Modelling in Module 6 and Valuation Techniques & DCF Analysis in Module 8. Practical exercises cover three-statement models, DCF valuation, WACC and sensitivity analysis.

Module 13, Investment Banking Projects & Capstone, features a 20-hour project that brings the learning together. Learners develop a financial model, perform a real-company valuation, work through an M&A case study and create a pitch book for a hypothetical deal before presenting and defending their findings.

Learners attend 90+ live sessions conducted by instructors. Recordings are also available for revision, allowing learners to review lessons and cover missed sessions when needed.

The Investment Banking course costs ₹21,500 before GST. After adding 18% GST, the total fee comes to ₹25,370. This pricing is the same for all locations and modes, including live online classes from Surat and classroom learning in Delhi or Noida, with no hidden charges.

Yes, EMI options start from ₹4,228 per month for 6 months.* The plan divides the total course fee of ₹25,370 into monthly instalments. *The final EMI, tenure and eligibility are subject to the applicable payment or financing option.

You can enquire about a demo session by submitting the enquiry form or contacting the counsellors by phone. Demo sessions depend on the current batch timetable, and the team will let you know which slots are available before you enrol.

Yes, the course includes Dedicated Career & Placement Assistance, with help for resumes and LinkedIn profiles, mock interviews and job opportunity sharing through a network of 850+ companies. This support does not guarantee employment, as results depend on each learner's skills and interview performance.

The course can help you prepare for entry-level Investment Banking Analyst applications, where the indicative salary range is ₹5–8 LPA. Your chances of being hired depend on your projects, interview performance and the job market. Uncodemy does not guarantee any specific position or salary.

The indicative range is ₹5–8 LPA for an entry-level Investment Banking Analyst and ₹25–40 LPA for an Investment Banking Vice President. Actual salaries vary by experience, employer and location. These figures are estimates of market pay, not salary guarantees from Uncodemy.

Course graduates can prepare to apply for roles such as Investment Banking Analyst, M&A Analyst, Equity Research Analyst, Financial Modelling Analyst, Valuation Analyst and Junior Investment Banking Associate. The different topics covered can help you choose a career path that fits your interests and completed projects.

The course is open to commerce and finance graduates, freshers with B.Com, BBA or MBA-finance backgrounds, finance professionals, career changers interested in corporate finance and CA/CFA aspirants seeking practical deal exposure. A laptop and a dependable internet connection are needed for learning.

No. Salary ranges are indicative and should not be considered guaranteed compensation. Placement support does not assure employment, while review counts are based on public platform information that can change over time. These figures are shared to help prospective learners make an informed choice.

No, learners in Surat attend the course through live online sessions. Classroom centres are available in Delhi (Laxmi Nagar/Shakarpur) and Noida (Sector 1). If travelling is convenient, you can consider in-person training at either of these locations.

This comprehensive 9-month program covers financial markets, accounting, modelling, valuation, M&A and pitch books. A standalone Financial Modelling course is more specialised, focusing primarily on modelling rather than the broader valuation and deal-execution subjects included in this program.