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RISHI MEHRA, CFA, CTM, MBA, LIFA, IFRA, CIA He is the CEO of Corporate Partners® & Finance Gurukul. His core competency lies in the areas of Financial Management, Security Analysis, Portfolio Management, International Financial Management, Derivatives & Risk Management, Financial Services, Merchant Banking,  Management of Financial Institutions, Treasury Management & Forex Management.

His corporate edge has been in training the employees of Government Department & Premier Corporates from Indian and overseas origin like NSE, BSE, NIFM, NISM, Ministry of Finance, FSI (Ministry of External Affairs), National Academy for Training & Research in Social Security, FPSB, MMTC, SBI, SBI Mutual Fund, Kotak Mahindra Bank, J&K Bank,  MMTC, AGIF, NGIF, AFGIF, Aviva Insurance, Religare, Fidelity, Copal Partners, ARX Advisory & Analytics etc…

He blends a diverse experience of more than 20 years in practical areas as a freelancer and the theoretical fundamentals as a visiting professor to premier management institutions in India & Abroad, like University of Bath (UK), FMS, SRCC, IMT, NIFM, ICFAI, IBS, EMPI, NDIM, ITM, IITM, AKGIM, JIM, SRIM, JIMS, IAMR, AIMT,  ICFP, CBS, BIFM, INFLUX etc.

The passion for teaching has taken him a long way from reading books to writing books. He is the author of:

  • “Financial Management- Concept Simplified”
  • “Case Studies in Finance”
  • “Accounting the language of any Business”

Gourav Maharshi, qualified as MBA (Finance) and awarded best young manager from his batch, has a penchant for Trading and practicing Technical Analysis. To enrich himself he has completed few certifications from National Stock Exchange of India.

His core competency lies in the areas of Technical Analysis, Derivatives & Risk Management, Indian Stock Market and Corporate Finance. In the past he has worked for Alpha Six Capital and ICICI Bank.

RUCHI ARORA completed her doctorate in the area of Behavioural Finance. She is a M.Com graduate and UGC NET qualified and a certified trainer in Financial Planning and Microsoft Excel. Her core competency lies in the area of Security Analysis & Portfolio Management, Corporate Finance and Investment Management.

She is having rich experience in the education sector for the last 12 years in teaching and mentoring students as well as CFP aspirant professionals. She has cleared the various professional examination of NISM, NCFM, and CFP.

Her passion towards research & teaching has added many training assignments in various institutes like NDIM, ICFP, BSE, IBI,  Invertis University, Jaipuria college of Management and many more.

HIMANI MEHROTRA, qualified as MBA (Finance), having a rich experience from Deloitte is heading the Research vertical in the capacity of a senior consultant at Corporate Partners®.

Her core competency lies in the areas of Financial Modelling, Corporate Finance, Stock Markets, Portfolio Advisory and Investment Management.

Her only objective is to add value to the system by enhancing the knowledge and skills of the professionals. She has left a mark of excellence and is appreciated by Corporate and Stock Exchanges.

Puneet Rathi MBA (Finance)

Puneet has a rich experience of more than 13 years in the field of Research and Portfolio Advisory. He has also worked with various corporates like Kotak, HSBC, Cognizant etc in the past.

He believes the key to success in Financial market is Risk Management, as Financial markets can’t be controlled but Risk can be. Risk can be minimized by building a portfolio with different asset classes, which also increases the probability of higher returns.

His core competency lies in the areas of Stock, Commodity, Currency and Derivative Trading which has taken him long way from trading to training in these specialized areas.

Puneet has been delivering trainings in the areas of Technical Analysis, Derivative Analysis, Financial Management, Security Analysis, Portfolio Management, Capital Market, Mutual Fund, Wealth Management, Personal Financial Planning to various professional institutes like NSE, NIFM, ICICI Direct, Reliance Capital, Manipal University, Iventures Academy of Business & Finance, TKW’s Institute of Banking & Finance, Greater  Noida Institute of Technology and Army Institute of Management & Technology etc.

ROHIT TANDON, a Practicing Company Secretary and a Law graduate, acting as a Senior Consultant at Corporate Partners®. He worked, in the Legal and Secretarial department, at Unitech Limited. He has an extensive grasp on corporate laws, Secretarial and other legal matters.

His expertise also lies in stock trading and advisory as a Technical Analyst. He also heads ‘Stock market Simulation Game’, the only platform which replicated an exchange on a real-time basis.

SHWETA HOODA is a domain trainer at Corporate Partners®. Shweta maintains a special focus in areas like Personal Financial Planning, Financial Modelling, Financial Analysis, and Indian Financial Markets.

Shweta is an MBA, B.Ed., by education. Shweta has been associated with delivering quality training for the past 5 years in various schools and corporates. In the past, she has worked with Maxfort School, Bal Bharti School, and Aditya Birla Money.

RAJNI JOLLY, a senior associate at Corporate Partners® since 2010. Rajni is a CFA(USA) and MBA (Finance) and a four-time merit scholarship holder from ICFAI Business School, Gurgaon.

Her forte lies in Derivatives, Portfolio Management, and Equity Selection through fundamentals.

Rajni is also the editor of “Global Insight”, a 200 country analysis quarterly newsletter issued by Corporate Partners® having a reach across the world. She aspires to make her mark in the corporate sector by making contributions in the areas of financial analysis, research, portfolio management, and other related financial functions.

Jaya PicJAYA AGRAWAL associated with Corporate Partners since 2013 as an Equity Analyst. Her core competency lies in the areas of Security Analysis, Portfolio Management, Equity Derivatives Analysis, Fixed Income Securities and Risk Management. At corporate partners, she is involved in Equity valuation, Equity Derivative Research, and preparation of various research reports.

Prior to joining Corporate Partners, she was working as an Equity Derivative Analyst in Angel Broking Limited for more than three years, where she nourished herself in the research domain and obtained a rich experience of media interaction. She established a good reputation amongst clients by giving her views on equity derivative with a high strike rate. She has also initiated a Rollover Report which was primarily based on an in-depth analysis of rollover data. It was one of the few such reports published in India by competing firms.

Jaya is a qualified CFA from ICFAI University and holds a master degree in commerce (M.Com). She has gained international experience while doing MBA from Bristol Business School (UK). To enrich herself more in the area of equity market she has completed a few certification courses from the National Stock Exchange of India Ltd.