NRI Wealth Management, LLC
Financial Services
5201 Great America Pkwy
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
NRI Wealth Management, LLC Overview
- Headquarters
- 5201 Great America Pkwy
- Phone Number
- Available in AeroLeads
- Website
- nriwealth.com
- Industry
- Financial Services
- Employees
- 3
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About NRI Wealth Management, LLC
We are a financial planning firm based in the heart of Silicon Valley. We primarily serve NRI’s in taking sound financial decisions. We help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. At the individual level, financial planning should start early in your life. You need to plan well ahead to lead a comfortable life in old age. An NRI has various options to choose from when he/she is structuring his financial plan. There is no one-size-fits-all investment strategy that can be prescribed for everyone. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
NRI Wealth Management, LLC Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
NRI Wealth Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Monica Kalra | Associate Investment Advisor | San Francisco Bay Area, United States |
Email
|
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
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