Analyst
Cvia Partners
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Anuj Mehta, Cfa Email & Phone Number
Analyst
at
CVIA Partners
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
CVIA Partners
Role
Analyst
Location
North York, Ontario, Canada
Who is Anuj Mehta, Cfa? Overview
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Quick answer
Anuj Mehta, Cfa is listed as Analyst at CVIA Partners, based in North York, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Anuj Mehta, Cfa.
Anuj Mehta, Cfa previously worked as Intern at Cvia Partners and Assistant Vice President at Bluefort Financial. Anuj Mehta, Cfa holds Master Of Business Administration - Mba, Business Administration And Management, General from Schulich School Of Business - York University.
Profile bio
About Anuj Mehta, Cfa
As a CFA Charterholder and MBA candidate at the Schulich School of Business, my career is deeply rooted in a rich understanding of finance and investment strategies. My professional experience spans multiple esteemed wealth management firms, In these roles, I not only sharpened my skills in portfolio management, financial analysis, and strategic investment planning but also found great fulfillment in guiding clients towards achieving their wealth objectives. My approach always ensures that clients feel secure and confident in their financial future, which has consistently led to better Portfolio Performance and Meaningful Relationships. Launching Velociti Cycle Cafe was a lesson in adaptability and leadership, providing a platform to promote urban sustainability — a cause close to my heart. This experience sharpened my ability to navigate market shifts with agility and reinforced the value of visionary leadership in fostering a business.My career is defined by pursuit of financial acumen, skillfully combining technical proficiency with strategic foresight to drive success in both conventional and novel financial sectors.
Current workplace
Anuj Mehta, Cfa's current company
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Cvia Partners
7 roles
Anuj Mehta, Cfa work experience
A career timeline built from the work history available for this profile.
Intern
Current
Cvia Partners
Apr 2024 - Present
Assistant Vice President
In my tenure at Bluefort Financial, I dedicated myself to helping clients achieve their long-term financial aspirations, offering bespoke advice in investment management, risk assessment, and strategic tax and estate planning. My passion lay in forging trust-based relationships, placing client needs at the forefront, and consistently ensuring exceptional.
Mar 2021 - Aug 2023
Co-Founder
I blended my passion for cycling with entrepreneurial vision, creating a unique café experience that fosters urban sustainability. Steering the company through pivotal shifts, I introduced an AI-integrated bicycle helmet product line that catalyzed our market presence and guided the company to stability and growth. My leadership at Velociti underscores the.
Dec 2020 - Jan 2023
Private Wealth Analyst
At Anand Rathi Wealth Ltd, my approach to private wealth management was characterized by personalized investment solutions tailored to each client’s unique risk profile. I took pride in developing strategies that not only preserved capital during market downturns but also aligned with their broader financial goals, building enduring relationships grounded.
Jan 2018 - Nov 2020
Private Equity Product Analyst
In my role as a Private Equity Product Analyst with Anand Rathi Wealth Ltd, I provided clients with insightful analyses on alternative investments, enabling informed decisions that balanced risk with opportunity. I also helped in preparing Anand Rathi Wealth Ltd for its successful pre-IPO listing, delivering strategic insights and coordinating with.
Apr 2016 - Jan 2018
Research Intern
In my initial finance internship, I was captivated by fundamental analysis, steering me toward a career in the finance industry. It was here that I developed a keen interest in value stocks, setting the foundation for my investment approach.
Mar 2015 - Jun 2015
3 education records
Anuj Mehta, Cfa education
Master Of Business Administration - Mba, Business Administration And Management, General
Bachelor'S Degree, Business/Commerce, General
Hr College
Education record
Cfa
FAQ
Frequently asked questions about Anuj Mehta, Cfa
Quick answers generated from the profile data available on this page.
What company does Anuj Mehta, Cfa work for?
Anuj Mehta, Cfa works for CVIA Partners.
What is Anuj Mehta, Cfa's role at CVIA Partners?
Anuj Mehta, Cfa is listed as Analyst at CVIA Partners.
Where is Anuj Mehta, Cfa based?
Anuj Mehta, Cfa is based in North York, Ontario, Canada while working with CVIA Partners.
What companies has Anuj Mehta, Cfa worked for?
Anuj Mehta, Cfa has worked for Cvia Partners, Bluefort Financial, Velociti Cycle Cafe, Anand Rathi Wealth Limited, and Dalal & Broacha Stock Broking Pvt Ltd.
How can I contact Anuj Mehta, Cfa?
You can use AeroLeads to view verified contact signals for Anuj Mehta, Cfa at CVIA Partners, including work email, phone, and LinkedIn data when available.
What schools did Anuj Mehta, Cfa attend?
Anuj Mehta, Cfa holds Master Of Business Administration - Mba, Business Administration And Management, General from Schulich School Of Business - York University.
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