Rohit Baheti

Rohit Baheti Email and Phone Number

Financial Analyst | CFA Level 3 Candidate @ Invient
Rohit Baheti's Location
Bengaluru, Karnataka, India, India
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.

Rohit Baheti's Current Company Details
Invient

Invient

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Financial Analyst | CFA Level 3 Candidate
Rohit Baheti Work Experience Details
  • Invient
    Financial Analyst- Private Equity
    Invient Jan 2024 - Present
    Bengaluru, Karnataka, India
  • Kpmg India
    Risk Analyst
    Kpmg India Jun 2022 - May 2023
    Mumbai, Maharashtra, India
    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.
  • Growth Arrow Company
    Equity Research Analyst
    Growth Arrow Company Jan 2021 - Feb 2021
    Bangalore Urban, Karnataka, India
  • Invest Aaj For Kal
    Investment And Research Analyst
    Invest Aaj For Kal Jul 2020 - Nov 2020
    Kota, Rajasthan, India
    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.

Rohit Baheti Education Details

Frequently Asked Questions about Rohit Baheti

What company does Rohit Baheti work for?

Rohit Baheti works for Invient

What is Rohit Baheti's role at the current company?

Rohit Baheti's current role is Financial Analyst | CFA Level 3 Candidate.

What schools did Rohit Baheti attend?

Rohit Baheti attended Jai Hind College, Mumbai, Modern School Kota.

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