Wealth Management Company | Cedrus wealth partners | Pune
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About Nilesh. S. Bajaj :

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Nilesh. S. Bajaj Certified Financial Planner (CFP) is a MBA (Finance) from University of Pune and a Registered Investment Advisor (RIA) having an experience of over 18 years in investments.

He founded of 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.

His mission for the company “Orchestrating distinctive wealth management strategies” distinguishes itself from peers by providing holistic and unbiased advisory in all investment asset classes suited to individual goals and needs.

His work has been nothing less than a noble task, as he has been helping individuals and families achieve their goals in an honest way. In this journey he has been acclaimed with various prestigious awards like:

  • Best Financial Advisor special jury award-West by UTI- CNBC- TV18 in 2016
  • Wealth forum- Advisor of the year Business Growth West Award-2013
  • Wealth forum- Advisor of the year Business Growth West Award-2014


Our Services

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WEALTH MANAGEMENT

Cedrus helps you to enhance your financial situation with sound Wealth Management Services.

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ESTATE PLANNNING

Estate is a great way to pass on the wealth to next generation and Cedrus makes sure the passage is easy.

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Tax Planning

Tax laws are complicated, making you lose out on your hard earned money! Cedrus helps you to retain that unnecessary loss.

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Investment Planning

Cedrus provides hassle free investment planning services that will provides measurable ROI.

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RISK MANAGEMENT

Our personal finances are exposed to many risks and Cedrus will help manage those with its investment planning strategy.

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NATIONAL PENSION SYSTEM

NPS is a retirement savings scheme designed to make optimum decisions regarding future through systematic savings during working life.

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