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About Career Klub

By finance professionals, for finance aspirants.

Career Klub is an initiative by Ratik Katheriya, supported by a group of MBA & CA professionals working across investment banking, private equity, asset management and more.

It has one objective: to help aspiring finance professionals build the practical knowledge, skills and resources to break into — or move into — high-finance careers.

The gap

What you learn isn't what the job expects.

There's a real gap between what you learn academically and what's expected of you on the job. Career Klub is built to bridge it — with practical, industry-relevant resources based on real professional experience.

What you learn
Career Klub
What the job expects
Accounting standards and ratios
Excel models and templates
A three-statement model that balances
The DCF formula
Valuation guides with worked examples
A valuation you can defend, assumption by assumption
Textbook case studies
Deal walkthroughs and case studies
Deal processes, investment memos and pitchbooks
A general finance syllabus
Interview prep organised by role
Technicals for the specific seat you're targeting
Ready

What you can learn

Structured resources across high finance.

We're building across these areas now, and adding new modules based on what genuinely helps finance aspirants.

  • Investment Banking
  • Private Equity & Private Credit
  • Venture Capital
  • Equity Research
  • Debt Capital Markets
  • Project Finance
  • Valuations
  • Financial & Tax Structuring
  • Financial Due Diligence

Have a suggestion for what we should build next? Share your feedback.

The team

Who's behind Career Klub?

Ratik Katheriya, founder of Career Klub

Ratik Katheriya

Founder, Career Klub

Ratik brings 6+ years of experience across investment banking, project finance, sales & trading and private equity (real assets), with organisations including Avendus Capital, KPMG India, Gaw Capital, Alpha Alternatives and HDFC Bank.

He has also personally explored and cracked roles in equity research, chief of staff, discretionary equity trading and asset management. That gives him a practical view of not just the technical side of finance roles, but how candidates can position themselves, prepare and navigate recruitment.

Experience
6+ years in high finance
Education
MBA, IIM Indore (2020)
Credential
CFA Level II

MBA and CFA Level II, both cleared on the first attempt.

The wider team

Career Klub is supported by a group of MBA & CA professionals working across investment banking, private equity, asset management and more — bringing more perspectives and practical industry experience to every resource.

Why Career Klub

Not another collection of generic career advice.

Or recycled internet resources. We're building a practical library, created by finance professionals for finance aspirants, that covers what actually prepares you for a career in high finance.

Knowledge

How the industry works, and what each role really involves.

Skills

Modelling, valuation and analysis you'll use from day one.

Frameworks

Structured ways to approach cases, memos and interviews.

Resources

Templates, checklists and guides you can come back to.

Learn the skills. Understand the industry. Build your career.

Welcome to Career Klub.