Program Overview

Applied AI Playbook for Equity Research Firms is applied programme designed to integrate AI directly into real investment workflows across public and private equities. Built on practical use-cases from Indian markets and powered by structured workflows, the programme addresses information overload, manual inefficiencies, and the trust deficit in AI outputs. Participants learn how to use AI for screening, financial analysis, valuation, tracking, deal sourcing, CIM analysis, and portfolio monitoring — using evidence-backed prompts and hands-on exercises. The focus is on improving judgment, speed, and research quality without compromising analytical rigor.