Cedrus Wealth Partners
Company

Cedrus Wealth Partners

Financial Services Nursing, Home, In 16 employees
Employees
16
Contacts
1
Emails
1

Cedrus Wealth Partners Overview

Headquarters
Nursing, Home, In
Industry
Financial Services
Employees
16
Founded
2007
Funding
,
NAICS
Finance and Insurance
Monetary 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 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
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Nilesh Bajaj Founder-cedrus Wealth Partners
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Nilesh Bajaj Founder at Cedrus Wealth Partners
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Employees by Management Level

Executive 2 profiles
Director 1 profile
Individual contributor 1 profile

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