Nilesh. S. Bajaj, a Certified Financial Planner (CFP) and a Registered Investment Advisor (RIA) having a vast experience of 15 years in investments founded Cedrus Wealth Partners in March 2007 purely to help families, new generation entrepreneurs and young aspiring individuals in wealth creation, risk management and achieve financial goals.
The mission of the company is, “Orchestrating Distinctive Wealth Management Proficiency” and it helps the company to distinguish itself from peers by providing holistic and unbiased advisory in all investment assets.
Cedrus Wealth Partners; is a wealth management company that anticipates, understands and proactively solves financial and investment planning problems.
Based on personal requirements, it helps an investor with-
• Wealth creation
• Risk management
• Tax efficiency
• Estate & Succession Planning
• Financial Planning
Cedrus not only deals with wealth but also helps in business strategies through contemporary investment ideas. It is totally an independent advisory firm which is able to access numerous investment options that suit one’s investment objectives and needs.
Company Details
- Employees
- 16
- Founded
- -
- Address
- Model Colony Road, Amelia 202a Opp Pratibha Nursing Home,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://cedruswealth.com/
- Keywords
- Wealth Management, Strategic Financial Planning, Wealth Creation, Risk Management, Tax Efficiency, Estate and Succession Planning, Retirement Planning, Investment Advisory, Distribution, Portfolio Management, Mutual Funds, Asset Allocation, Asset Management, Equities, Fixed Income, Capital Markets.
- HQ
- Pune, Maharashtra
Cedrus Wealth Partners Questions
Cedrus Wealth Partners's website is https://cedruswealth.com/
Cedrus Wealth Partners's LinkedIn profile is https://in.linkedin.com/company/cedruswealth
Cedrus Wealth Partners has
16 employees.
View email and phone details for 16
employees at Cedrus Wealth Partners.
Cedrus Wealth Partners's industry is
Financial Services
Cedrus Wealth Partners's top competitors are
A D Naik Wealth,
Sapient Finserv Private Limited,
Growfinn Wealth Management,
Sodhani Capital Ltd,
Alpha Invesco Research,
Whiteoak Capital,
Purnartha Pms,
Motilal Oswal Financial Services Ltd,
Wealth Managers (India) Pvt Ltd,
Sapient Wealth Advisors & Brokers Pvt Ltd.
Cedrus Wealth Partners's categories are Financial Services
Cedrus Wealth Partners's founding year is 2007
