Jumbo Wealth
A comprehensive Independent Financial Advisory firm established to help, build and protect wealth. Currently transiting into a FinTech Company. Wealth management is the core competency of our firm, providing solutions through a spectrum of services under the heads : Accumulation - Preservation - Transmission. Adding value to our client's quality of life with dedication, sincerity and optimal use of technology.
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Verified contacts
5
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- HB
Harshil Bundela
Business Development and Investment Advisor · Other
EmailPhone - AN
Amit Naik
Operations Manager · Operations
EmailPhone - RM
Rutvik Makwana
Business Development & Advisory Officer · Other
EmailPhone - MD
Mosami Desai
Chief Financial Officer · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Jumbo Wealth
4 distinct titles indexed · top 4 shown.
- 1business development & advisory officer
- 1business development and investment advisor
- 1chief financial officer
- 1operations manager
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