JDI WEALTH Overview

Website: www.jdiwealth.com
Industry: Financial Services
Employees: 5
Founded: 2017
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Leading investment planning service provider. Your trusted professional financial partner for life time!

About JDI WEALTH

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.

JDI WEALTH Contact Details

People in AeroLeads: 4

JDI WEALTH Org Chart

Sample employees and titles

Name	Title	Location	Contact
Prince B Salim	Relationship Manager at Jdi Wealth		View
Kavya Nair a S	Relationship Manager in Jdi Wealth - Mba in Human Resource Management	Trivandrum, Kerala, India	View
Ajith Suresh	Branch Manager - Wealth Management & Financial Planning Specialist - Mutual Funds - Investment Advisory		View
Deni Manuel	Relationship Manager at Jdi Wealth		View