Cedrus Wealth Partners
Financial Services
Nursing, Home, In
16 employees
- Employees
- 16
- Contacts
- 1
- Emails
- 1
Cedrus Wealth Partners Overview
- Headquarters
- Nursing, Home, In
- Website
- cedruswealth.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2007
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Cedrus Wealth Partners
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.
Cedrus Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Cedrus Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Suresh Kumar | Seasoned Finance and Technology Consultant with 35+ Years Experience Across Multiple Verticals. |
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| Unnikrishnan Patinharapat | Managing Director at Ub23 Consultants Wll | Al-juffair, Capital Governorate, Bahrain |
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| Nilesh Bajaj | Founder-cedrus Wealth Partners | Pune, Maharashtra, India |
Email
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| Nilesh Bajaj | Founder at Cedrus Wealth Partners | Pune/pimpri-chinchwad Area, India |
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Employees by Management Level
Executive
2 profiles
Director
1 profile
Individual contributor
1 profile
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