Investment Banking vs Private Equity vs Audit Tax: Career Breakdown | Kushal Lodha

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  • เผยแพร่เมื่อ 26 มิ.ย. 2024
  • ➡Register for Webinars and Upcoming Courses on KAGR:
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    In the vast landscape of finance, navigating career options can be daunting. In this comprehensive discussion, we delve into the nuances of Investment Banking, Private Equity, and Audit Tax roles, shedding light on their distinct trajectories and responsibilities.
    Join us as we explore the exhilarating world of Investment Banking, where professionals orchestrate complex financial transactions, advice on mergers and acquisitions, and shape corporate strategies. Discover the high-paced environment of IB and the skills required to thrive in this competitive field.
    Next, we unravel the realm of Private Equity, where professionals dive deep into the world of investments, conducting due diligence, structuring deals, and driving value creation in portfolio companies. Learn about the unique challenges and rewards of a career in PE and the pathways to success in this dynamic sector.
    Finally, we examine the crucial role of Audit Tax professionals, who serve as guardians of financial integrity, ensuring compliance with regulatory standards and providing valuable insights to clients. Explore the meticulous processes involved in auditing and taxation and the opportunities for growth in this essential field.
    Whether you're a finance enthusiast exploring career options or a seasoned professional seeking insights into different finance roles, this discussion offers valuable perspectives to help you make informed decisions and chart your path to success in the dynamic world of finance. Don't miss out on this enlightening conversation!
    00:00 Introduction
    00:28 Factor #1
    03:45 Factor #2
    04:38 Factor #3
    08:16 Factor #4
    10:02 Closing Remarks
    Follow Kushal Lodha on Social Media:
    📝 LinkedIn: / kushallodha548
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    #kushallodha #career #finance

ความคิดเห็น • 155

  • @adityawankhade4747
    @adityawankhade4747 3 หลายเดือนก่อน +8

    Bhaiyya that's a lot of information you provide us in a short video... Thanks a lot brother 🎉.... please make detailed video on private equity topic

  • @mapa5497
    @mapa5497 3 หลายเดือนก่อน +2

    Name is amazing KAGR!!!

  • @mr.kapasi1513
    @mr.kapasi1513 4 หลายเดือนก่อน +28

    Videos on mock interview round prep for all the above 4 fields.
    Also, a detailed comparison between Venture Capital vs Private Equity.

  • @jaikapoor2201
    @jaikapoor2201 3 หลายเดือนก่อน

    Thanks for explaining the fields practically

  • @javaharvenkatesan69
    @javaharvenkatesan69 4 หลายเดือนก่อน +18

    I greatly appreciate the efforts you put on to deliver useful content.
    My humble request you to make a video on Investment banking touching topics like
    How a CA fresher shall get in?
    What are the necessary skills he should possess?
    Are any additional qualifications needed?

  • @iamNinjitsu
    @iamNinjitsu 4 หลายเดือนก่อน +7

    Make a video explaining opportunities and advantages of ACCA in India and Abroad.

  • @PratikKumar-co2hg
    @PratikKumar-co2hg 2 หลายเดือนก่อน

    One the best video I watched today.
    Tnx bhaiya❤️

  • @Rupachhetry
    @Rupachhetry 4 หลายเดือนก่อน +1

    Hi bhaiya..thankyou for so much insightful content. Iam a CA finalist and have being following you for a long time now..i must say you have become one of my favourite mentors now♥️

  • @ajayupadhyay1832
    @ajayupadhyay1832 3 หลายเดือนก่อน +6

    Next Topic on How to shift from Statutory Audit profile to Any Finance domain.
    In the long term, want to go in core finance !

    • @arpitavishwakarma2207
      @arpitavishwakarma2207 3 หลายเดือนก่อน +2

      How can a MBA from tier 3 college can start prep for the investment banking can you suggest pls

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      ​@arpitavishwakarma2207 start with backend roles at at boutique firms or small ibs

  • @vatsalthakker1159
    @vatsalthakker1159 2 หลายเดือนก่อน +6

    PE vs IB vs VC vs Management Consulting, if someone wants to start startup afterwards

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน +1

      Management consulting

    • @vatsalthakker1159
      @vatsalthakker1159 หลายเดือนก่อน +1

      @@aditya-gy2gw why?

    • @aditya-gy2gw
      @aditya-gy2gw 29 วันที่ผ่านมา

      @@vatsalthakker1159 other work profiles aee more technical revolving around compliance and regulatory framework
      Whereas mc is where u help business to get strategic advantages and increase their financials/overall business growth

    • @aditya-gy2gw
      @aditya-gy2gw 29 วันที่ผ่านมา

      @@vatsalthakker1159 ib pe vc are technical jobs relating to mainly compliance and accumen alalysis
      In mc u have to actually strategise for your clients to increase their business growth and improve other matrix

    • @aditya-gy2gw
      @aditya-gy2gw 29 วันที่ผ่านมา +1

      ib pe vc are technical jobs relating to mainly compliance and accumen alalysis
      In management consulting u have to actually strategise for your clients to increase their business growth and improve other matrix

  • @user-ty8xn9fu3j
    @user-ty8xn9fu3j 3 หลายเดือนก่อน

    Keep Doing the Good Work Bro🙂

  • @parthchhaparwal397
    @parthchhaparwal397 3 หลายเดือนก่อน +2

    Sir can you please make video describing all possible finance job profiles!!

  • @ravir6532
    @ravir6532 หลายเดือนก่อน

    Congratulations brother for the success of your channel. You're posting great quality content. Please make a video on candidates with career gap ( above 30) with no experience and who aspire to make a career in finance. Which path should they follow? MBA or some finance specialisation like CFA or others.

  • @rajputpinki9985
    @rajputpinki9985 2 หลายเดือนก่อน

    Thanks a lot ❤

  • @220patelsiddharth6
    @220patelsiddharth6 3 หลายเดือนก่อน

    Thank you sir

  • @kunalgaur4742
    @kunalgaur4742 3 หลายเดือนก่อน +3

    Along with CA Degree, which other technical skills required for Investment Banking.

  • @caad7997
    @caad7997 4 หลายเดือนก่อน +1

    A video on doing articleship in Dubai for an Indian.

  • @biplavkumar6497
    @biplavkumar6497 4 หลายเดือนก่อน +4

    How to get into the Hedge fund in detail ?

  • @aayushipanjwani9219
    @aayushipanjwani9219 4 หลายเดือนก่อน +3

    There is a confusion....we can get into abroad universities by Gmat or is it also possible that we get there by private equity for MBA like how placement is done please clarify about this...!!

  • @jasrajdeepsingh2882
    @jasrajdeepsingh2882 3 หลายเดือนก่อน

    Can you make a video on quantitative finance and everything around it.

  • @Rahul_khichii
    @Rahul_khichii 4 หลายเดือนก่อน

    Please make a video on how to clear cfa in one attempt.

  • @EternalTheimmortal
    @EternalTheimmortal 4 หลายเดือนก่อน +2

    Can you make a video on career in Hedge funds.

  • @HR05920
    @HR05920 4 หลายเดือนก่อน +11

    Hi Kushal
    I have been your subscriber for the last 2 years.
    first of all thank you for providing valuable content, insights, information and podcasts.
    I am currently preparing for my ca final second attempt in May 2024. unfortunately in November 2023 I couldn't clear my ca final. I eagerly want to work in Private equity/ investment banking.
    I have the following questions.
    1) is the rank necessary to get into Private equity/ investment banking as a ca( planning for CFA/MBA after clearing CA).
    2) if I get a rank in CA final may 2024 can I get into Private equity/investment banking as it will in my second attempt.
    3) I am learning to prepare financial modelling from free resources available online. what additional knowledge and skill I required.
    4)can I apply as a financial analyst or any other profile in investment banking/ private equity.
    please suggest kushal.waiting for your reply.
    if anyone have idea please feel free to comment,it will be great help.

  • @killerdudebansal
    @killerdudebansal 3 หลายเดือนก่อน

    Please make a video on wealth management domain

  • @lokeshagrawal5326
    @lokeshagrawal5326 3 หลายเดือนก่อน

    Bhaiya please make a detailed vedio on private equity

  • @user-zl7fp8qn6e
    @user-zl7fp8qn6e 3 หลายเดือนก่อน

    Hello kushal
    I would like to seek your advice. I am a third-year BSc student and aspire to become an investment banker. Should I pursue an MBA directly after graduation or should I first obtain a CFA certification and then pursue an MBA?

  • @yo_g-esh-2134
    @yo_g-esh-2134 3 หลายเดือนก่อน

    Sir plzz make videos on acca like u've done for ca's

  • @deepikabandaru6770
    @deepikabandaru6770 3 หลายเดือนก่อน

    Please suggest us with live examples about entry into PE and IB irrespective of attempts in CA Final

  • @rohitbhai2226
    @rohitbhai2226 3 หลายเดือนก่อน

    What is best courses name to become auditor and taxation expert

  • @caaspirant837
    @caaspirant837 4 หลายเดือนก่อน

    Pls again conduct interview with nandini agrawal regarding PE

  • @NiteshKumar-dt2ii
    @NiteshKumar-dt2ii 3 หลายเดือนก่อน

    Hello sir! I'm a CA Final student. I'm interested in finance and want to pursue a career in finance like investment banking. Kindly suggest me some video that you have made or any other one where I can learn all about investment banking career. Thank you 😊

  • @user-iu8wd7tm1n
    @user-iu8wd7tm1n 3 หลายเดือนก่อน

    Hello kushal
    Please aap koi aisi job or service ki details par vdo banaye jisme agar ek CA finalist ko working time 9to 10 hour mile and salary 35 to 50 lakh per anum ho . Therefore work _ life balance bana rahe. Govt service agar koi ho iss criteria ko pura karne wali to chalega. Thank you...
    Aapki content bahut hi jyada real and effortable hoti h .great.keep doing😊

  • @ShamitaJadhav
    @ShamitaJadhav 3 หลายเดือนก่อน

    Sir do video on hedge fuund manager

  • @Rnk_777
    @Rnk_777 3 หลายเดือนก่อน +1

    8:44 IB ke baad MBA ke liye ja skte ho... mtlb???????

  • @saranggupta1697
    @saranggupta1697 3 หลายเดือนก่อน

    People who are not ca's and have enggineering background , can they go in PE and Venture Capital and IB ?

  • @shreyadhaker
    @shreyadhaker 3 หลายเดือนก่อน +1

    sir, pls background music thoda low rakha karo vdo me.
    thanks

  • @satishyadav-ly6tt
    @satishyadav-ly6tt 3 หลายเดือนก่อน

    Please bring that friend who started is own investment bank

  • @rajilakshmi8477
    @rajilakshmi8477 7 วันที่ผ่านมา

    Please make a video on sap profile as a career for a qualified CA

  • @karthiknani8202
    @karthiknani8202 3 หลายเดือนก่อน

    Hello brother, I wanted to know what you did after Clearing CA finals?

  • @jatinsawant5947
    @jatinsawant5947 13 วันที่ผ่านมา

    Can u please make a video on Internal audit

  • @YASHAS_JAGTAP
    @YASHAS_JAGTAP 4 หลายเดือนก่อน

    9:17 after how many years we can get exit to start our own business

  • @cornersofworld_
    @cornersofworld_ 2 หลายเดือนก่อน

    Bro I pursue my Bachelor degree in average college, will am I able to start career in Investment Banking please explain

  • @RajRamdayalthanvi
    @RajRamdayalthanvi หลายเดือนก่อน

    Hey kushal I am a ca inter students I have dreams to work in a global private equity fund I want to know from you in which domain I should do my articalship so that I can network with people working in private equity .
    From w here should I do ky industrial traning
    Pls answer

  • @255devanshkhera8
    @255devanshkhera8 4 หลายเดือนก่อน

    Is private equity similar to M&A department??

  • @kartikey0208
    @kartikey0208 3 หลายเดือนก่อน

    Hey what do you mean by exit into an MBA school, because Mba is a very short duration thing why are they doing mba any idea where they go post mba? like mba is just a stepping stone what is the trejactory career wise

  • @tick61
    @tick61 3 หลายเดือนก่อน +3

    Bhaiya agar mujhe ca complete kr ke PE me job krna ho to articleship kon se firm se kre

    • @Doge4555
      @Doge4555 17 วันที่ผ่านมา

      Dont do articleship direct PE me jaao

  • @dharmitshah3189
    @dharmitshah3189 5 วันที่ผ่านมา

    Someone starting with buy side or sell side research analyst.....can shift their career to IB or PE?

  • @santoshkhadase20
    @santoshkhadase20 2 หลายเดือนก่อน +1

    Investment bankers ke liye graduation jaruri hai kya

  • @Sankhla_yash01
    @Sankhla_yash01 3 หลายเดือนก่อน

    Career growth opportunities in all 4 if continued the same field

  • @user-mu5dm9mx7v
    @user-mu5dm9mx7v 3 หลายเดือนก่อน

    What about students who pursue CFA

  • @abcdefghas
    @abcdefghas 4 หลายเดือนก่อน +12

    To start a career in private equity and investment banking, what are the early steps to be taken as a ca student?

    • @rawtrader8841
      @rawtrader8841 4 หลายเดือนก่อน +1

      Get a rank as simple as that
      Because they only hire AIRs

    • @1sh935
      @1sh935 3 หลายเดือนก่อน +2

      Ca are not preferred mostly in these fields

    • @neelbis
      @neelbis 3 หลายเดือนก่อน

      CA chor k MBA k liye prepare karo

    • @1sh935
      @1sh935 3 หลายเดือนก่อน

      ca bhi jate hai bhai inme @@neelbis

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      Ca + cfa

  • @Anyhandleplease
    @Anyhandleplease 3 หลายเดือนก่อน +2

    Which is the best career path as a fresher for a CA first attempt passout and non-ranker - PE/VC/consulting/inv. Banker?

    • @saksham.18
      @saksham.18 3 หลายเดือนก่อน

      International Taxation

    • @monish4633
      @monish4633 3 หลายเดือนก่อน

      For ACCA?​@@saksham.18

  • @pratiksharma4917
    @pratiksharma4917 3 หลายเดือนก่อน

    Very difficult to exit from Audit/Tax...not that simple

  • @gangeshsirpathi5066
    @gangeshsirpathi5066 3 หลายเดือนก่อน

    How to get job in PE and IB as a CA?

  • @adityaghosh9893
    @adityaghosh9893 2 หลายเดือนก่อน

    Forget about risk.

  • @NEELKALRAIYA-wg7ps
    @NEELKALRAIYA-wg7ps 3 หลายเดือนก่อน

    tell me the name of your friend who has started his own Investment firm

  • @AyushSingh-dx5cd
    @AyushSingh-dx5cd 4 หลายเดือนก่อน +2

    Hi Kushal, I'm a B-Tech Graduate (2022 passout).
    * 10th - 65% * 12th - 61% * Grad - 72% * Work Ex - 1.5 Years
    1. Should I dedicate time to preparing for the CFA Level-1 exam to strengthen my profile, or should I focus all my efforts on preparing for CAT 2024?
    2. How much percentile should I target to get calls from the top 20 B-schools?

    • @VivekMishra-um7hl
      @VivekMishra-um7hl 4 หลายเดือนก่อน +1

      CAT 2024

    • @naikomi4476
      @naikomi4476 4 หลายเดือนก่อน

      Don't go for CAT

    • @Logical_Indian.
      @Logical_Indian. 3 หลายเดือนก่อน

      IT has more salary hike as experience increases...

    • @suyashbandhiwal7380
      @suyashbandhiwal7380 3 หลายเดือนก่อน +1

      Don't do cat

  • @ansh.me11
    @ansh.me11 3 หลายเดือนก่อน

    TBH 2:06 pricked me... why is it so just because an MBA goes to college and gets exposure to outer world?

  • @mayankk_only
    @mayankk_only 4 หลายเดือนก่อน +5

    HI bhai, i want to ask you a question
    Can I get into big 4 without AIR in Inter and with AIR in finals😅

    • @HardikSirkaFAN
      @HardikSirkaFAN 4 หลายเดือนก่อน

      Same question 😅

    • @akshaychordia8583
      @akshaychordia8583 4 หลายเดือนก่อน +1

      AIR is not seen at all when applying at big4
      U can easily get into big4 without AIR in either inter or final.

    • @_.vijai._
      @_.vijai._ 4 หลายเดือนก่อน +1

      AIR doesn't have any relation to get into Big4 - May be you might have little leverage in getting ur resume shortlisted if you have AIR

  • @sandipmakwana434
    @sandipmakwana434 3 หลายเดือนก่อน

    I have heard that if you are doing investments banking jobs, then you can't trade in share market... Is that true??

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      Prohibited in the company u are handling as clients

  • @AshwinNair-qs8ne
    @AshwinNair-qs8ne 4 หลายเดือนก่อน +2

    Sir.. I want to get a AIR in CMA US . Can you please tell me any tips/techniques/or any kind of methods to do it. Please sir.sir you are an CA with AIR 5 if you can tell me any techniques that you used to do it would be helpful for me to secure a AIR in CMA US.Please sir

    • @manavkansal
      @manavkansal 4 หลายเดือนก่อน +1

      You didn't get an AIR in CMA US
      It's AWR all world rank

    • @gopikrishnaburla9449
      @gopikrishnaburla9449 4 หลายเดือนก่อน +1

      🤣@@manavkansal

    • @mayankk_only
      @mayankk_only 4 หลายเดือนก่อน

      lmao🤣🤣@@manavkansal

  • @ShravanKumar-bu5ux
    @ShravanKumar-bu5ux หลายเดือนก่อน

    Can u explain about the MBA(India and International)education sponsorship by the companies to their employees.

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      Those are only executive programm

  • @aaravkumar9918
    @aaravkumar9918 3 หลายเดือนก่อน

    Bain and company ko show kr rhe ho Bain capital bolkr... Dono ek hi lgte h but..

  • @shreygupta3039
    @shreygupta3039 3 หลายเดือนก่อน

    Please also tell promotion opportunities in these profile after 10 years

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      Senior partner is the max hierachy

  • @neelbis
    @neelbis 3 หลายเดือนก่อน +1

    Whaaattt?Indian Audit mn worklife is a joke in Big6. Your content is good Kushal ji but thoda aur research will be better.

  • @MrVinilkrishna
    @MrVinilkrishna 3 หลายเดือนก่อน

    1.5 x speed by default

  • @ShivShankar0002
    @ShivShankar0002 3 หลายเดือนก่อน

    can't we just do mba and after that prefer these roles

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      Till 24 u will conplete your ca
      Then 2-3 yr for mba
      A lot of oppurtunity cost is there

  • @beingrahul.
    @beingrahul. 3 หลายเดือนก่อน

    Investment Banker ki salary bahut high hoti hai ?

    • @joneyzzzz3302
      @joneyzzzz3302 3 หลายเดือนก่อน

      1cr lpa for international bank's

  • @sudhirnarnaware7556
    @sudhirnarnaware7556 3 หลายเดือนก่อน

    Mutual Fund Office me job kaise lgta hai....what qualification does it required???

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      For backend roles cfa

  • @madhavpassi3750
    @madhavpassi3750 3 หลายเดือนก่อน

    Bro chose one topic to make videos forever

  • @lordshinosuke982
    @lordshinosuke982 4 หลายเดือนก่อน +3

    Yovvv plss English la pesu da....How other people will understand

  • @kushagraagrawal7
    @kushagraagrawal7 4 หลายเดือนก่อน +2

    Can u make detailed video on how to get into IB for Students, Like I myself am a CA Aspirant so what things i can do to make my Resume more Lucrative for an IB JoB, Thanks

  • @ashokj3132
    @ashokj3132 2 หลายเดือนก่อน

    Please speak in English or add subtitles

  • @yuvrajgupta6602
    @yuvrajgupta6602 4 หลายเดือนก่อน +3

    I feel PE is the most exciting and interesting.

    • @rawtrader8841
      @rawtrader8841 4 หลายเดือนก่อน +1

      Should have AIR for that means to be in top 50 of whole india ranking 😊

    • @vinyasv1444
      @vinyasv1444 3 หลายเดือนก่อน

      Not necessarily required..if you have qualified in First attempt and have good knowledge of Data Visualisation software, Analytical skills you will be able to attend interview..there your communication and presence of mind works...
      There are AIR who have not got placed in ICAI placement 😂..just check in 2018 or 2019 placement drive ..it happens sometimes.

    • @rawtrader8841
      @rawtrader8841 3 หลายเดือนก่อน

      @@vinyasv1444 do u know anyone who has not got a rank and got selected in PE

  • @kashishbansal3976
    @kashishbansal3976 3 หลายเดือนก่อน

    CMA ko private quity hire krti h kya? Package kya rehta h

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      No only mba and ca ranker

  • @saksham.18
    @saksham.18 3 หลายเดือนก่อน

    People getting fascinated about IB and PE from it's packages but not realizing the crazy level of skill sets which have to be brought in along with a highly risky and unstable career. Kushal's videos have become obsolete for an average CA student nowadays, his insights are helpful only to the cream section of students who have secured an AIR or cleared in their first attempt.

  • @devanshikochar3661
    @devanshikochar3661 3 หลายเดือนก่อน

    Why to make people feel as 50 lakhs not enough and 1 crore key to happiness, would be better if tht thumbnail would be just informative enough and not , iykuk😅

  • @HardikSirkaFAN
    @HardikSirkaFAN 4 หลายเดือนก่อน +2

    Video background change kar do bhaiya ek hi background baar baar dekhne ko milta hai

    • @Madhav_118
      @Madhav_118 3 หลายเดือนก่อน

      Hardik sir ka student hu main

  • @SRIRAMGURUMURTHY
    @SRIRAMGURUMURTHY 4 หลายเดือนก่อน +98

    Why this guys speaks in hindi nowadays? Speak in english, my friend. People from other states who don't speak in hindi and understand the language, can find it difficult to watch your videos.

    • @omjasapara3181
      @omjasapara3181 4 หลายเดือนก่อน +25

      Apna name kyu hindi medium jesha rakha he , AB morgan kardo 😂

    • @rathoretech148
      @rathoretech148 4 หลายเดือนก่อน

      ​@@omjasapara3181😂😂

    • @rathoretech148
      @rathoretech148 4 หลายเดือนก่อน

      ​@@omjasapara3181🐷

    • @neelesh0123
      @neelesh0123 4 หลายเดือนก่อน +14

      ​@@_rz_838🤦 there many languages in India not only Hindi

    • @kamalbisht1914
      @kamalbisht1914 3 หลายเดือนก่อน +5

      I also noticed it. He has shifted his videos from totally English videos to mix

  • @nikies8347
    @nikies8347 3 หลายเดือนก่อน

    Pls make all videos in english

  • @nikies8347
    @nikies8347 3 หลายเดือนก่อน

    Add english subtitles da kushal thaayoli

  • @bhaveshposture2539
    @bhaveshposture2539 3 หลายเดือนก่อน

    Can you make a video on career in Hedge funds.

    • @aditya-gy2gw
      @aditya-gy2gw หลายเดือนก่อน

      They only hire experienced professional