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Cedrus Wealth Partners

Financial Services

Specialities :
Wealth management
Strategic financial planning
Wealth creation
Risk management
Tax efficiency

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Cedrus Wealth Partners

What does Cedrus wealth partners do?+

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....

What are Cedrus wealth partners's specialties? +

Wealth management,strategic financial planning,wealth creation,risk management,tax efficiency,estate and succession planning,retirement planning,investment advisory,distribution,portfolio management,mutual funds,asset allocation,asset management,equities,fixed income,and capital markets

What is Cedrus wealth partners's industry? +

Cedrus wealth partners operates in the Financial services industry.

What is Cedrus wealth partners's revenue? +

Cedrus wealth partners's revenue is 11m - 100m

What is Cedrus wealth partners's company size? +

Cedrus wealth partners has 11 - 50 employees.

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