About Us
At Charterseries, we simplify and support the journey of aspiring CFA and FRM charter holders in India, recognizing the CFA and FRM qualification as a gateway to a rewarding global career in finance and investments.
Founded by a team of financial experts and CFA and FRM charter holders, our platform is designed to meet the unique needs of Global students and professionals. With increasing demand for skilled financial analysts and investment professionals in India, we aim to bridge the gap between global standards and localized support.
Our Mission
At Charterseries we are dedicated to make learning a whole lot of fun and rejuvenating. Our years of deep practical and theoretical experience enable us to break down complex financial concepts in their most rudimentary form so that candidates are not intimidated or are engulfed in self doubt. At an affordable price we are committed to make your financial charter prep journey smooth, effective, sharp yet thoroughly enjoyable
What We Offer
Expert Guidance
Our mentors bring real-world insights and strategies to help you excel in your CFA and FRM journey.
Tailored Resources
From exam tips to career advice, our content is curated to meet the needs of Indian CFA and FRM aspirants.
Job Opportunities
Connect with top companies and recruiters seeking CFA and FRM qualified professionals.
Community Support
Join a network of like-minded individuals to share experiences, insights, and encouragement.
📖 Meet the Team
Abhishek Bal, FRM, CFA
Abhishek Bal serves as the lead faculty and the founder of charterseries. His stellar record and eventful journey of close to 25 years bear witness to all. Abhishek successfully led, orchestrated and facilitated billion dealer deals ranging from India bound JV, M&A, PE Funding and Debt Syndicate. Some of the ventures have seen successful capital market listing.
Abhishek is a fantastic teacher, a coach, a guide, a mentor to budding finance professionals. He has trained close to 10,000 finance aspirants, professionals and finance enthusiasts for their financial charter exams, investment banking and other curated courses in finance, investment, capital markets and risk management. Over the last 10 years he has trained at institutes like EduPristine, Miles Education (designated Indian partner of Kaplan School), Imarticus Learning. He have had stint as a faculty across organisations e.g. Thermax Ltd, TCS, Wipro, UBS, Bank of America etc.
Abhishek earned his B.Sc. Engineering (Mech.) from the University of Calcutta, an MBA from the Symbiosis Institute of Management Studies (SIMS), Pune, India. Abhishek is a qualified CFA and an FRM Charterholder conferred by the CFA Institute, USA and the GARP Institute, USA, respectively
