The Excelist | Empowering India’s Financial Growth
The Excelist is India’s leading platform for financial education, certification training, and investment literacy. Founded by industry veteran Chidrup Jain (CFP, CTEP, NISM-CPFA), The Excelist is dedicated to bridging the financial knowledge gap for students, professionals, and aspiring investment advisors.
What We Do:
• NISM Certification Courses: We offer comprehensive live and online courses for NISM certifications, including Series XIII (Common Derivatives), Series V-A (Mutual Funds), and more—empowering candidates to clear mandatory exams for MFDs, RIAs, and SIF distribution.
• Excel-Based Financial Tools: Our digital products help users master time value of money, retirement planning, investment analysis, and more, leveraging practical Excel skills essential for the modern finance professional.
• Financial Literacy Programs: We conduct investor awareness webinars, workshops, and customized training for corporates, colleges, and professional institutions, covering mutual funds, equities, derivatives, and wealth management.
Why Choose The Excelist?
Experienced trainers with 20+ years in capital markets & wealth advisory.
2,000+ practice questions, mock tests, and updated study materials.
Personalized doubt-clearing, career guidance, and 1:1 mentoring.
Recognized by industry leaders for quality and practical focus.
Our Mission:
To make financial knowledge accessible, practical, and career-enhancing for every Indian, from students to seasoned professionals.
Let’s connect!
Visit www.theexcelist.com to explore our courses and join the Excelist learning community.
Company Details
- Founded
- -
- Address
- Kota, Rajasthan 324008, In
- Industry
- Education
- NAICS
-
Educational ServicesJunior CollegesOther Schools and InstructionEducational Support ServicesAll Other Schools and InstructionExam Preparation and TutoringAutomobile Driving SchoolsAll Other Miscellaneous Schools and Instruction
- Website
- http://www.theexcelist.com
- Keywords
- NISM, Derivative, SIF, Common Derivative Exam, NISM Series XIII, Mutual Funds, SEBI, Specialized Investment Funds, Option Trading.
- HQ
- Kota, Rajasthan
The Excelist Questions
The Excelist's website is http://www.theexcelist.com
The Excelist's LinkedIn profile is https://in.linkedin.com/company/theexcelist
The Excelist's industry is
Education
The Excelist's top competitors are
Statxo,
Aafm Events,
Nifm - Viman Nagar,
Pl Capital Group (Prabhudas Lilladher),
A To Z Finserv,
Investmyfunds,
Jvs Solutions,
Seabucks Finserv Pvt Ltd.
The Excelist's categories are Education
The Excelist's founding year is 2016
