Who We Are

India's first Chartered qualification in Global Investment Banking designed to equip professionals with practical skills in M&A, Capital Markets, Private Equity and Corporate Advisory — bridging academic knowledge with real-world application and global ethics.

Who Are We

The Investment Bankers Foundation has been established with a clear purpose — to redefine excellence in financial education and professional development across investment banking, private markets, and global finance.

As the governing institution of the Certified Global Investment Banker (CGIB) designation, the Foundation brings together a newly constituted Board of distinguished leaders from finance, academia, and industry. Together, they share one vision: to develop a generation of financial professionals who are ethical, globally competent, and socially responsible.

In an era where the financial landscape is evolving faster than ever, The Investment Bankers Foundation stands as a bridge between knowledge, practice, and purpose. We believe that enduring financial leadership must be rooted in integrity, competence, and global awareness — values essential to advancing both economic progress and societal well-being.

Investment Bankers Foundation team and story

Enduring financial leadership must be rooted in integrity, competence, and global awareness.

— The Investment Bankers Foundation

Mission, Vision & Values

Our Vision

To create a globally respected platform that develops world-class financial professionals — capable of leading with ethics, expertise, and innovation, and contributing to a sustainable and inclusive global financial system.

Our Mission

To transform financial education and professional standards by:

  • Upholding the highest levels of ethics, transparency, and professional conduct across the finance industry.
  • Delivering globally aligned, industry-relevant program that build both analytical strength and practical expertise.
  • Bridging the gap between classroom learning and real-world finance through immersive case studies, simulations, and applied projects.

Our Values

  • Integrity — Ethical conduct in all endeavors
  • Excellence — Pursuit of the highest standards
  • Innovation — Embracing progressive thinking
  • Global Awareness — Understanding diverse markets
  • Social Responsibility — Contributing to society

Our Core Commitments

Strengthening the Financial Profession

The Investment Bankers Foundation aims to serve as a thought leader and policy catalyst within the global financial community. By developing frameworks for responsible investing, governance, and risk management, we seek to enhance the credibility and long-term trust in financial institutions and professionals worldwide.

Advancing Education and Lifelong Learning

Our flagship initiative, the CGIB Curriculum, is designed to combine technical mastery with strategic and ethical depth. It covers the full spectrum of modern finance — including corporate finance, private equity, M&A, capital markets, valuation, and sustainability — and evolves continually with market trends.

Building a Global Community

The Foundation is built on the belief that finance is a global, collaborative discipline. Through partnerships with universities, professional associations, and industry bodies, we aim to create a diverse international network of CGIB professionals who represent competence, integrity, and leadership.

Setting Standards and Inspiring Trust

The Investment Bankers Foundation is committed to setting benchmark standards for investment banking and financial practice. By promoting governance, accountability, and fairness, we aim to strengthen public trust in finance and ensure the industry continues to serve the interests of both markets and society.

Guided by Industry Legends

Our Board of Advisory consists of distinguished leaders who bring decades of expertise from top-tier global investment banks and financial institutions.

Meet Our Advisors
Deena Mehta
Deepali Jain
Ashok Bakliwal
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