About Finance Masterclass


In this modern world of competitive business environment, maximization of profits and increasing retained earnings requires unrelenting efforts and appropriate decision-making techniques on the part of the executives and business owners at every stage in their daily life. Finance is the life blood of industries and therefore, decisions made by non-financial executives from various departments have significant financial impact on the profitability of organizations. Therefore, it is necessary to equip Non- Finance Executives and business owners with financial training to create confidence in their minds in making quality decisions and become cost conscious at every step.

Finance Masterclass is a specially designed program that provides basic knowledge of Accounting, Finance, Managerial Accounting, and all other related areas enabling the making of right decisions by the executives and business owners .

This program would help executives and business owners to gain knowledge on various facets of Income Statement, Balance sheet, and Cash Flow Statement and would help them to analyze these Financial Statements and find out the financial position of the business. The topics on Break-even Analysis, Budgeting, Working Capital Management, Cost Control and Cost Reduction would help the executives in making improved strategic and operational decisions.


Module - 1 Understanding Financial Terminology


Module -2 Analysing financial statements

Module -3 Understanding Financial Ratios


Module -4 Building Financial Efficiency


Module 5 managing working capital


Module 6 Building Cost Consciousness


Example Curriculum

  Module 1 - Understanding Financial Terminologies
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  Module 2 - Reading Financial Statements
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  Module 3 Analysing Financial Statements
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  Module 4 - Building Financial efficiency for business
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  Module 5 - Understanding & Managing working capital
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  Module 6 - Managing Cost, Understanding breakeven analysis
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About Samir


Samir has over 35 years’ experience, across multiple business verticals. He is a Chartered Accountant and has worked in Accounts, Finance, Sales and Training in various organizations. He has independently distributed mutual funds by creating a distribution company. He has been the CEO of a company listed in the Calcutta Stock Exchange. This diverse exposure across products has allowed him to gain holistic insights into organizational workings; understanding and adapting to customer needs, and tailor solutions/inputs to suit the needs of the customer. He is presently an independent consultant working with a large number of companies in enhancing performance.

As a consultant, Samir has been involved in providing performance related solutions to customers, aimed at improving effectiveness on the job. To this end, he has done trainings on high level strategy, finance, Goal  Setting, Key Account Management, Selling Skills, Customer Orientation, Negotiation, Relationship               Management, Performance Coaching, Team management, Team Building and Leadership. His involvement has been in training middle to senior/ top management levels.

Samir has been a visiting faculty for IIM Calcutta and various other management schools. He has helped in co-authoring the text book for Mutual Fund Exams (AMFI). He has completed his Ph.D from University of  Wisconsin on “Increasing measurable effectiveness of training” and is a certified implementer for "Servant Leadership".

 He is one of the members of FEIL (forum for emotional intelligence learning) and has presented papers on  the subject. His speciality has been a study involving the use of Emotional Intelligence in Sales Leadership. His work has been appreciated by various leaders in the field.