JDI Wealth, A Financial Planning & Wealth Management firm,Your Trusted Professional Financial Partner for Lifetime financial needs, based on Trivandrum, Established in 2017 by Mrs.Dhanya VR, CFP, PGDM Finance, Managing Partner of the firm, Professionally qualified, experienced and Certified Financial Planner,Internationally accepted professional certification mark for financial planners conferred by Financial Planning Standard Board in United States. (Formerly Wealth Plus Financial Solutions)
We help our clients to achieve their life financial goals with personalized financial planning. We are providing best in class service to more than1000 clients and 1500 millions of their investment. Based on needs we provide Mutual fund, SIP, PMS, AIF, insurance, Pension.
Company Details
- Employees
- 5
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.jdiwealth.com
Jdi Wealth Questions
Jdi Wealth's website is http://www.jdiwealth.com
Jdi Wealth's LinkedIn profile is https://www.linkedin.com/company/jdi-wealth
Jdi Wealth has
5 employees.
View email and phone details for 5
employees at Jdi Wealth.
Jdi Wealth's industry is
Financial Services
Jdi Wealth's top competitors are
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Travansoft Solutions,
Doc Byc,
Pgp Academy Private Limited,
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Vasa Scientific Co.,
Echo Wealth,
The Rising Bharat Podcast.
Jdi Wealth's categories are Financial Services
Jdi Wealth's founding year is 2017
