Company profile

Edrica Wealth Management Pvt. Ltd.

Your Financial Future▪️Our Financial Services

Industry
Financial Services
Employees
4
Headquarters
Kolkata
Founded
2021
Office locations
1

Edrica Wealth Management Pvt. Ltd. company summary

Edrica Wealth Management Pvt. Ltd. is a company in the Financial Services industry, headquartered in Kolkata, founded in 2021. On LinkedIn the company has around 4 employees. Its listed specialties include Risk Management & Insurance Planning, Investment & Planning Issues, Cash Flow & Liability Management, Business Succession Planning, Retirement Planning.

What technology does Edrica Wealth Management Pvt. Ltd. use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Edrica Wealth Management Pvt. Ltd.

Company Overview: Edrica Wealth Management Pvt. Ltd. (Edrica Group), with a clear commitment of establishing itself as an independent wealth management firm in providing end-to-end solutions in financial domain with a strategic objective of emerging as a one-stop-shop for complete wealth management services. Capitalizing upon our vast enterprising skills blended with professional know how & a thorough research-oriented business & market analysis, we offer a value-based tailored financial solution ranging from Risk Management & Insurance Planning, Investment & Planning Issues, Cash Flow & Liability Management, Business Succession Planning, Advance Financial Planning, Retirement Planning, Education Planning, Tax Planning, Estate Planning, Health Insurance, General Insurance etc. to highly complex Portfolio Management Services with a clear intention of assisting our clients in making prudent investment decisions through our expert, invaluable & perennial support. VISION - "4C“ Credible - Reliable & Scientific Investment Analysis. Committed - Responsible & Ethical Conduct. Current - Consistent & Regular Updates. Connected - Robust Long-Term Client-Relationships. MISSION "We strive to deliver research-oriented Portfolio Management Services customized to meet the strategic financial objectives of our clients with dedicated & focused approach towards wealth-creation for our stakeholders."

Specialties

Risk Management & Insurance PlanningInvestment & Planning IssuesCash Flow & Liability ManagementBusiness Succession PlanningRetirement PlanningTax & Estate PlanningHealth InsuranceGeneral InsuranceReal estate Investment

Where is Edrica Wealth Management Pvt. Ltd. located?

Edrica Wealth Management Pvt. Ltd. lists 1 location.

Kolkata, IN, INHQ

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Frequently asked questions about Edrica Wealth Management Pvt. Ltd.

What does Edrica Wealth Management Pvt. Ltd. do?

Company Overview: Edrica Wealth Management Pvt. Ltd. (Edrica Group), with a clear commitment of establishing itself as an independent wealth management firm in providing end-to-end solutions in financial domain with a strategic objective of emerging as a one-stop-shop for complete wealth management services. Capitalizing upon our vast enterprising skills blended with professional know how & a thorough research-oriented business & market analysis, we offer a value-based tailored financial solution ranging from Risk Management & Insurance Planning, Investment & Planning Issues, Cash Flow & Liability Management, Business Succession Planning, Advance Financial Planning, Retirement Planning, Education Planning, Tax Planning, Estate Planning, Health Insurance, General Insurance etc. to highly complex Portfolio Management Services with a clear intention of assisting our clients in making prudent investment decisions through our expert, invaluable & perennial support. VISION - "4C“ Credible - Reliable & Scientific Investment Analysis. Committed - Responsible & Ethical Conduct. Current - Consistent & Regular Updates. Connected - Robust Long-Term Client-Relationships. MISSION "We strive to deliver research-oriented Portfolio Management Services customized to meet the strategic financial objectives of our clients with dedicated & focused approach towards wealth-creation for our stakeholders."

How many employees does Edrica Wealth Management Pvt. Ltd. have?

Edrica Wealth Management Pvt. Ltd. has around 4 employees on LinkedIn.

Where is Edrica Wealth Management Pvt. Ltd. headquartered?

Edrica Wealth Management Pvt. Ltd. is headquartered in Kolkata.

When was Edrica Wealth Management Pvt. Ltd. founded?

Edrica Wealth Management Pvt. Ltd. was founded in 2021.

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