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Claude AI for Finance Professionals

120+ Institutional grade Prompts for Financial Analysis, Valuation & Investment Research with model and Sample Outputs.
TEJAS JADHAV
Type: Print Book
Genre: Business & Economics
Language: English
Price: ₹1,469 + shipping
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Price: ₹1,469 + shipping
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Description

Stop wasting hours on repetitive finance tasks. Let Claude AI do the heavy lifting — while you focus on high-value judgment.

The prompts are institutional grade and outputs are professional excel templates
This book ranked number 1 in India in entire Kindle bestsellers free category at launch

Written by Tejas Jadhav, CFA, FRM with his experience of 12+ years in private banking and equity research.
This is the most practical prompt book for finance professionals using Claude AI in 2026.

Inside you’ll find 128+ ready-to-use institutional-grade prompts covering:

Equity Research (Graham, Lynch, Buffett, AQR multi-factor)
M&A and Valuation (DCF, LBO, Comps, Precedents)
Portfolio Strategy, Risk Management, Macro, ESG, Fixed Income & Credit
Prompt Engineering frameworks (CRAFT, pre-mortem, compliance wrappers)
Each prompt includes Finance Context, exact Excel model specs, sample outputs, and real-world analyst stories showing how the prompt was used on the desk.

Perfect for equity analysts, portfolio managers, investment bankers, and risk professionals who want to 10x their output without losing quality.

About the Author

First and foremost, I’m the father of Ira—she’s my biggest motivation and my daily reminder to keep things simple, curious, and grounded.

Professionally, I bring 12+ years of experience across wealth management, risk, and consulting—working at institutions like Citi, Major Swiss banks, HDFC Bank, and worked as a Senior Portfolio Manager at Aditya Birla Finance Ltd.

I was awarded CFA charter in 2025 and i am also a certified Financial Risk Manager. I did my MBA from Sydenham Mumbai in 2016.

What makes my journey a bit unique is that I’ve operated on both sides—managing HNI client portfolios and also building the technology and data platforms that support investment and risk decisions.

I’ve worked as a Product Owner and Business Analyst delivering large-scale platforms in areas like ESG investing, climate risk, and FRTB market risk, while also having hands-on experience managing wealth portfolios, structured products, and client relationships.

So I don’t just understand the “what” of financial products—I understand the “why” from both the client and technology perspective.

Outside of work, I genuinely enjoy teaching in colleges—it helps me break down complex finance into something practical and relatable. I also play badminton to stay competitive (at least in my head), and I have a strong interest in perfumes—I believe a good fragrance, like a good strategy, should be subtle but leave a lasting impact.

Book Details

Publisher: TEJAS JADHAV
Number of Pages: 180
Dimensions: 8"x11"
Interior Pages: Full Color
Binding: Paperback (Perfect Binding)
Availability: In Stock (Print on Demand)

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