Company profile
Cedrus Wealth Partners
Orchestrating Distinctive Wealth Management Proficiency
- Industry
- Financial Services
- Employees
- 20
- Headquarters
- Pune, Maharashtra
- Founded
- 2007
- LinkedIn followers
- 1,695
- Office locations
- 2
Cedrus Wealth Partners company summary
Cedrus Wealth Partners is a company in the Financial Services industry, headquartered in Pune, Maharashtra, founded in 2007. On LinkedIn the company has around 20 employees and 1,695 followers. The company lists 2 office locations. Its listed specialties include Wealth Management, Strategic Financial Planning, Wealth Creation, Risk Management, Tax Efficiency.
What technology does Cedrus Wealth Partners use?
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About Cedrus Wealth Partners
Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - INA000005457 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.
Specialties
Where is Cedrus Wealth Partners located?
Cedrus Wealth Partners lists 2 office locations.
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Frequently asked questions about Cedrus Wealth Partners
What does Cedrus Wealth Partners do?
Mutual Fund Distribution - ARN-49236 Investment Advisor Registration Number - INA000005457 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.
How many employees does Cedrus Wealth Partners have?
Cedrus Wealth Partners has around 20 employees on LinkedIn.
Where is Cedrus Wealth Partners headquartered?
Cedrus Wealth Partners is headquartered in Pune, Maharashtra.
Where does Cedrus Wealth Partners have offices?
Cedrus Wealth Partners lists 2 office locations, including Pune, Maharashtra, IN.
When was Cedrus Wealth Partners founded?
Cedrus Wealth Partners was founded in 2007.
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