Financial Analyst- Private Equity
Current
Jan 2024 - Present
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Rohit Baheti Email & Phone Number
Financial Analyst | CFA Level 3 Candidate
at
Invient
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Analyst | CFA Level 3 Candidate
Location
Bengaluru, Karnataka, India
Who is Rohit Baheti? Overview
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Quick answer
Rohit Baheti is listed as Financial Analyst | CFA Level 3 Candidate at Invient, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Rohit Baheti.
Rohit Baheti previously worked as Financial Analyst- Private Equity at Invient and Risk Analyst at Kpmg India. Rohit Baheti holds Bachelor'S Degree, Accounting And Finance, 9.03 from Jai Hind College, Mumbai.
Company email context
Email format at Invient
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Invient
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Profile bio
About Rohit Baheti
Experience of working as a Risk Analyst at KPMG India, where I assisted the Advisory team in understanding the operating and financials and business operations of diverse clients, reviewing their documents and data, identifying risk areas, and providing recommendations.Recently, I have cleared the level 2 of the CFA Program and currently looking to work in Investment Banking and Valuation focused roles.Prior to joining KPMG India, I gained valuable experience as an Equity Research Analyst at Growth Arrow Company and as an Investment Analyst at Invest Aaj For Kal. I was working at founder`s office and assisted Mr. Anant Ladha in managing relationship with HNI clients for mutual funds investment.I am motivated by learning new skills, solving complex problems, and creating value for my clients and organization. I bring diverse perspectives and experiences to the team, as I have worked with clients from different sectors and markets, and have a strong academic background in accounting and finance.
Current workplace
Rohit Baheti's current company
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4 roles
Rohit Baheti work experience
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Risk Analyst
As a member of the Business Consulting department, my responsibilities included helping the team comprehend the operating and financial models of clients, examining their financial statements, evaluating documents and electronic data, identifying potential risk areas, and providing actionable recommendations to clients operating in various sectors and having a presence in both Indian and overseas markets.
Jun 2022 - May 2023
Equity Research Analyst
Jan 2021 - Feb 2021
Investment And Research Analyst
Invest Aaj For Kal
A renowned Mutual Fund distributor situated in Kota, with a youtube channel of over 2.5 million subscribers. Added 45 clients for mutual funds investment Responsible to train and lead a 12 members team of relationship managers. Responsible for implementing new CRM system for registering and monitoring client interaction and feedback.
Jul 2020 - Nov 2020
2 education records
Rohit Baheti education
Bachelor'S Degree, Accounting And Finance, 9.03
Senior Secondary, Commerce | Maths, 93.6%
Modern School Kota
FAQ
Frequently asked questions about Rohit Baheti
Quick answers generated from the profile data available on this page.
What company does Rohit Baheti work for?
Rohit Baheti works for Invient.
What is Rohit Baheti's role at Invient?
Rohit Baheti is listed as Financial Analyst | CFA Level 3 Candidate at Invient.
Where is Rohit Baheti based?
Rohit Baheti is based in Bengaluru, Karnataka, India while working with Invient.
What companies has Rohit Baheti worked for?
Rohit Baheti has worked for Invient, Kpmg India, Growth Arrow Company, and Invest Aaj For Kal.
How can I contact Rohit Baheti?
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What schools did Rohit Baheti attend?
Rohit Baheti holds Bachelor'S Degree, Accounting And Finance, 9.03 from Jai Hind College, Mumbai.
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