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VerifiedFinancial Services· Founded 2007

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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HeadquartersPune, IndiaEmployees17(11 to 50)Founded year2007Websitecedruswealth.comLinkedIn profileLinkedIn

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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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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