Equity Research Analyst Roadmap 2026 | How to Get In When AI Changes Everything

Breaking into Equity Research in 2026 — the complete
step by step roadmap. Skills, AI tools, certifications
and free resources for Equity Research Analyst. 90 day plan below

In 2026, just knowing Excel and valuation is not enough
to break into equity research anymore. This video gives
you the exact roadmap I would follow if I were starting
today — whether you are a fresher, an engineer, a BCom
student, or a CA.

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📥 DOWNLOAD YOUR FREE 90 DAY PLAN
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Track your progress week by week:
https://drive.google.com/file/d/1yPjxoyfmyD59wwZaRxIQ_OZy8XxgzulH/view?usp=drive_link

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📌 WHAT THIS VIDEO COVERS
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✅ Why your background is not a problem
✅ The 4 things that actually matter in 2026
✅ The exact learning sequence — in the right order
✅ How to pick your first company to analyse
✅ Certifications — honest truth about NISM and CFA
✅ Where to apply — 4 entry paths into equity research
✅ How to use AI as your co-analyst
✅ Your 90 day action plan

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🔗 ALL RESOURCES MENTIONED
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📚 LEARN — FREE
Zerodha Varsity — Fundamental Analysis Module
https://zerodha.com/varsity/

Damodaran — Undergraduate Valuation Series
https://pages.stern.nyu.edu/~adamodar/

📹 MY VIDEOS
Financial Ratios — How to Read Like an Analyst
https://youtu.be/PkiLBUj72xA

How to Use NotebookLM for Equity Research
https://youtu.be/PkiLBUj72xA

How to Use Claude for Financial Analysis
https://youtu.be/w6J-msDDzg0

💼 WORK WITH ME
1 on 1 Coaching — Topmate
https://topmate.io/richa_motwani

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⏱️ CHAPTERS
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0:00 — Why Excel and Valuation Alone Won't Get You In
0:56 — Your Background Is Not a Problem
2:40 — SKILLS
5:30 — Resources + How to Pick your company
9:58 — Certifications — Honest Truth
11:38 — Where to Apply — 4 Entry Paths
13:39 — AI in Equity Research — What Actually Matters
15:00 — Download Your 90 Day Plan

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📱 FIND ME HERE
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LinkedIn → https://www.linkedin.com/in/motwaniricha/
Instagram → https://www.instagram.com/motwaniricha/

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🔔 If this was useful — share it with one person who
has been asking how to get into finance. It genuinely
helps the channel more than anything else.
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#equityresearch #financecareers #equityresearchanalyst #2026 #AI

Видео Equity Research Analyst Roadmap 2026 | How to Get In When AI Changes Everything канала Richa Motwani