Financial statement analysis
Understand balance sheets, profit & loss statements, cash flow and free cash flow—and how the pieces connect.
Equigenius Services · Recorded learning
Fundamental Analysis & Value Investing
Learn how to examine a company beyond its share price. Understand financial statements, evaluate management, explore valuation ratios, and build a more structured approach to company research.
▶ 5+ hours of recorded lessons✓ Beginner-friendly✦ AI research tools overview
Educational training only. No guaranteed investment returns or stock recommendations.
Understand the business · Read the numbers · Evaluate the value
Standalone course fee
₹1,999
Learning format
Recorded
Includes learning resources and completion certificate as specified in the course offer.
Build a research process
What you'll learn to analyse
Move from understanding a company's business and management to reading financial statements, spotting potential red flags and interpreting common valuation measures.
Management & business quality
Explore management analysis, decision quality, ethics and qualitative factors that matter when assessing a business.
Valuation ratios
Learn the purpose and interpretation of P/E, PEG and EV/EBITDA, along with valuation concepts and limitations.
Forensic analysis
Learn to look for financial red flags and inconsistencies that may require deeper investigation.
Sector research
Explore examples from banking and stock broking to understand how business models and sector metrics differ.
AI-assisted company research
Explore AI tools as research support while checking outputs, sources, assumptions and calculations yourself.
Who it's for
Start with the fundamentals
The course is designed for learners who want a structured introduction to evaluating companies and understanding investment research.
- ✓Finance students and MBA candidates
Build a stronger foundation in company and financial analysis. - ✓New and aspiring investors
Learn analytical concepts before making independent decisions. - ✓Professionals and exam aspirants
Review key financial statement, valuation and research concepts. - ✓AI-curious learners
Understand how AI tools can support research without replacing verification.
What is included
Learning resources to support practice
▶
Recorded lessonsFollow the course at your own pace.
▤
PDFs & summary notesReview key concepts and lesson takeaways.
☑
Checklists & frameworksStructure your research and analysis.
✦
AI tools tutorialsExplore practical AI-assisted research workflows.
▧
Case studies & examplesSee concepts applied to company analysis.
★
Completion certificateSubject to the course's stated completion requirements.
Explore the lessons
Course curriculum
Open each module to view the lessons listed in the existing course. Lesson durations are shown where available on the learning portal.
01 · Introduction to Fundamental AnalysisProgram overview, meaning and types of research
Overview of Program
Meaning of Fundamental Analysis
Types of Research
02 · Management AnalysisEvaluate management factors and decision quality
Management Analysis Introduction
Management Analysis – Part 1
Management Analysis – Part 2
Management Analysis – Part 3
03 · Financial Statement AnalysisCash flow, free cash flow, P&L and balance sheet
Introduction of Financial Statements
Cash Flow Analysis – Part 1
Cash Flow Analysis – Part 2
Free Cash Flow (FCF)
Profit & Loss Account – Introduction
Profit & Loss Analysis – Part 1
Profit & Loss Analysis – Part 2
Profit & Loss Analysis – Part 3
Balance Sheet Introduction
Balance Sheet Analysis – Part 1
Balance Sheet Analysis – Part 2
04 · Valuation AnalysisValuation introduction, multiples and market psychology
Valuation Introduction
Valuation Analysis – P/E Ratio
Valuation Analysis – EV/EBITDA
Valuation Analysis – PEG Ratio
Valuation Analysis – Human Psychology
05 · Multibagger Investment StrategyResearch framework for studying potential long-term growth
How to Find Multi Bagger Stock
06 · Forensic AnalysisFinancial red flags and areas for further investigation
Forensic Analysis
07 · Sector Analysis – ExtraExamples from banking and stock broking
Banking Sector Analysis
Stock Broking Firm Analysis
08 · Conclusion & Investing ApproachesTop-down vs. bottom-up and realistic return expectations
Top Down – Bottom Up Approach
How Much Returns
Before you enroll
Frequently asked questions
Clear answers to common questions about the course and its scope.
Do I need previous investing experience?
The existing course listing says no prior investing experience or advanced finance knowledge is required. A device and internet access, curiosity and willingness to learn are useful.
Is this course recorded or live?
This is listed as a recorded, self-paced course. Check the live product page or checkout for the currently applicable access period and delivery terms.
What resources are included?
The existing listing mentions downloadable PDFs and summary notes, case studies and examples, stock-analysis checklists and frameworks, sample financial statements and industry reports, AI investment tool tutorials, and a completion certificate subject to applicable completion terms.
Does the course tell me which stocks to buy?
No. The course teaches educational research and analysis concepts. It does not provide a promise of returns or a personalized recommendation to buy or sell a security.
Will I learn how to identify multibagger stocks?
The curriculum includes a lesson on researching multibagger stocks and frameworks. It does not guarantee that any stock selected using the material will increase in value.
Should I choose this or the ₹2,999 Premium bundle?
Choose the ₹1,999 course if your main goal is fundamental analysis and value investing. Explore the ₹2,999 bundle if you want the additional financial modeling, stock market foundation and AI finance content described in that program's offer.
Build a more structured approach to company analysis.
Review the syllabus, ask questions about the inclusions, and choose the learning path that best fits your current goals.
Educational content only; not investment, tax or legal advice. Stock investments involve risk, including possible loss of capital. Any company examples are for learning and should not be treated as recommendations. Past performance and illustrative case studies do not guarantee future results.