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Empowering financial professionals and businesses through knowledge, compliance, and financial expertise.

What We Do

Comprehensive solutions for regulatory compliance, business formation, and advisory enablement tailored for financial professionals.

Company Incorporation Services

Complete assistance for Private Limited, LLP, Proprietorship & Partnership registration with post-incorporation support.

MFD / IFA Compliance Support

DDQ assistance, AMFI/ARN compliance, SEBI guidance, and ongoing regulatory support for financial distributors .

Financial Advisory Enablement

Fintech platform integration, and daily operational setup for advisors

Training and Financial Literacy

Investment awareness workshops, CPE training, and certification preparation for finance professionals.

Who We Serve

Dedicated support for financial professionals and growing businesses.

Independent Financial Advisors

Mutual Fund Distributors

Financial Institutions & AMCs

Startup & 

SMEs

Why Choose The Excelist

Experience, expertise, and excellence in every engagement.


20+ Years Experience

Deep expertise in financial services industry


Regulatory Expertise

DDQ assistance, AMFI/ARN compliance, SEBI guidance, and ongoing regulatory support for financial distributors.


Training and Financial Literacy

Investment awareness workshops, CPE training, and certification preparation for finance professionals.
Founder
Chidrup Jain is a seasoned financial professional with over 20 years of extensive experience in the financial services industry. He holds multiple prestigious certifications including CERTIFIED FINANCIAL PLANNER™ (CFP), CHARTERED TRUST & ESTATE PLANNER® (CTEP), NISM-CPFA, and NCMP. His expertise spans SME IPOs, stocks, derivatives, commodities, and mutual funds. He has led BSE STAR MF operations in Rajasthan, acquiring memberships and training over 3,500 IFAs. He has also expanded Vijaya i-prism & fintech services across North India. As a NISM CPE & SEBI SMART Trainer, he regularly conducts investment awareness workshops for colleges, SMEs, and national institutions.

Explore My Courses

Key Learnings

Learn from an Expert

Learn directly from an industry expert with years of hands-on market experience. Gain practical insights, real-world examples, and exam-focused guidance that help you understand concepts beyond theory

Interactive & understanding

Complex financial concepts are explained in a simple, structured, and engaging manner. The course focuses on concept clarity, practical illustrations, and learner-friendly explanations to ensure better understanding and long-term retention.

Exam-Focused & Practical Learning

The course is designed strictly as per the NISM syllabus with a strong focus on exam patterns, important topics, and practical application. Learn what truly matters for clearing the exam with confidence and clarity

Learn at Your Own

Study anytime, anywhere with flexible learning options. Access recorded sessions through The Excelist platform and mobile app, allowing you to learn at your own pace while balancing work, studies, and personal commitments.


Testimonials

Clearing the NISM Common Derivatives Exam became easy because of Chidrup Jain’s structured teaching. His practical explanations and real-market examples helped me build strong concepts with confidence. The Excelist platform is extremely learner friendly.

Dinesh Kumar Tekriwal,CFP®  Jaipur

Chidrup Jain sir explains derivatives in a very simple and logical way. The content on The Excelist App is well-organized, exam-focused, and perfect for beginners as well as working professionals preparing for the NISM Common Derivatives Exam.

Rakesh Kumar Jain, Jaipur

The Excelist mobile app made my NISM preparation flexible and smooth. Recorded lectures, concept clarity, and revision support are excellent. The portal experience is seamless, fast, and designed exactly for serious finance learners.

Nitika Shah,
Jaipur

I was scared of derivatives before joining this course. Chidrup Jain’s teaching style removes fear and builds confidence. The Excelist’s content is crisp, relevant, and completely aligned with the NISM Common Derivatives Exam syllabus.

Razak Khan Kayamkhani, Jaipur

The quality of content on The Excelist platform is outstanding. Every topic of the NISM Common Derivatives Exam is explained in depth with practical examples. The app experience is smooth and perfect for daily revision.

Anup Agarwal, MFD Jaipur




Learning through The Excelist App was a great experience. Chidrup Jain sir focuses on concept clarity, not just passing the exam. The portal is easy to navigate and very professional.

Vidit Bhura, CFP®, CTEP® Jaipur

The NISM Common Derivatives course on The Excelist is extremely well-structured. Chidrup Jain’s real-market insights add huge value. The mobile app allows learning anytime, anywhere without any technical issues.

Shweta Lalwani,
Jaipur

The Excelist platform delivers exactly what a NISM aspirant needs. Quality content, expert guidance by Chidrup Jain, and a very user-friendly app make the entire preparation process stress-free.

Sujith Nair,
Ahmedabad

Contact Us

The Excelist Learning Solutions Private Limited

CIN: U85499RJ2025PTC107931

Contact us:

+91 9414428749
info@theexcelist.com

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