Investment Associate
Current
Cwc Advisors
Mar 2020 - Present
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Sanjay Bhat Email & Phone Number
Investment Associate at CWC Advisors
at
CWC Advisors
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
CWC Advisors
Role
Investment Associate at CWC Advisors
Location
Mumbai, Maharashtra, India
Who is Sanjay Bhat? Overview
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Quick answer
Sanjay Bhat is listed as Investment Associate at CWC Advisors at CWC Advisors, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Sanjay Bhat.
Sanjay Bhat previously worked as Investment Associate at Cwc Advisors and Equity Research Associate at Thia Investments. Sanjay Bhat holds C.A, Accounting And Finance, from Icai.
Profile bio
About Sanjay Bhat
Chartered Accountant & CFA (Level III cleared) professional experienced in Equity Research with a demonstrated history of working in the financial services industry. Skilled in Equity Research, Portfolio Management, and Corporate Finance. Twitter Id - https://twitter.com/Sanjaysayzz
Current workplace
Sanjay Bhat's current company
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Cwc Advisors
5 roles
Sanjay Bhat work experience
A career timeline built from the work history available for this profile.
Equity Research Associate
Thia Investments
Jan 2017 - Mar 2020
Manager Finance
-Formulation Plant Finance;Responsible for Plant MIS, Cost analysis and Budgetary Control for Goa and Nagpur plantsUndertook Cost saving initiatives in terms of Yield improvement for all products-Project Implementation;Core team member for COGNOS (Formulation Locations) MIS automationExecution of Costing refinement to move from DPCO Costing to Activity.
Mar 2015 - Nov 2016
Industrial Trainee
-Responsible for Identification of Prospects and Business Origination for International Service Desk; On boarded 15 clients across various sectors viz. manufacturing, beverages, cash management, etc Assisted in credit appraisals for prospective clients to identify business generation opportunities-Meeting and understanding business situations and.
Oct 2013 - Dec 2014
Articled Assistant
A. N. Damania & Co.
-Statutory AuditPerformed Statutory Audit of more than 20 companies in MumbaiListed corporates include Classics Diamonds India Ltd. and VB Desai Financial Services Ltd.-Tax AuditConducted Tax Audit of more than 25 entities including Companies, Firms and Trusts-VAT AuditHandled VAT audit of Companies, Partnership and Proprietorship firms-Other tasks.
Sep 2011 - Sep 2013
3 education records
Sanjay Bhat education
C.A, Accounting And Finance,
Icai
B.Com, Finance And Financial Management Services
R.A Podar College Of Commerce
Ssc, School
Manjunath Vidyalaya
FAQ
Frequently asked questions about Sanjay Bhat
Quick answers generated from the profile data available on this page.
What company does Sanjay Bhat work for?
Sanjay Bhat works for CWC Advisors.
What is Sanjay Bhat's role at CWC Advisors?
Sanjay Bhat is listed as Investment Associate at CWC Advisors at CWC Advisors.
Where is Sanjay Bhat based?
Sanjay Bhat is based in Mumbai, Maharashtra, India while working with CWC Advisors.
What companies has Sanjay Bhat worked for?
Sanjay Bhat has worked for Cwc Advisors, Thia Investments, Lupin, Rabobank International, and A. N. Damania & Co..
How can I contact Sanjay Bhat?
You can use AeroLeads to view verified contact signals for Sanjay Bhat at CWC Advisors, including work email, phone, and LinkedIn data when available.
What schools did Sanjay Bhat attend?
Sanjay Bhat holds C.A, Accounting And Finance, from Icai.
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