Cedrus Wealth Partners
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.
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Verified contacts
16
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
11
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- SV
Sridhar Vaidyanath
Strategic Advisor · General Business & Management
EmailPhone - US
Unnati Shah
Head Financial Planning Division · Finance & Accounting
EmailPhone - AB
Ayush Bhutada
Wealth Manager · Finance & Accounting
EmailPhone - BL
Bhakti Limbachiya
Wealth Manager · Finance & Accounting
EmailPhone - US
Urmila Sawant
Wealth Manager · Finance & Accounting
EmailPhone - VH
Vaibhav Hedda
Asst Financial & Equity Research Analyst · Other
EmailPhone - NB
Nilesh Bajaj
Founder · General Business & Management
EmailPhone - AJ
Angel Jilla
Wealth Manager · Finance & Accounting
EmailPhone - SK
Sampanna Kivlekar
Wealth Manager · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Cedrus Wealth Partners
8 distinct titles indexed · top 8 shown.
- 5wealth manager
- 1() -
- 1asst financial & equity research analyst
- 1founder
- 1head financial planning division
- 1senior wealth partner
- 1strategic advisor
- 1transactions head
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