Wealth Management Company | Cedrus wealth partners | Pune
INVEST WITH US

About us

About Cedrus

The meaning behind our name & logo:
Derived from the word Cedar-A coniferous tree found in the Artic region, It lives for more than 900 years under the worst weather conditions and yet all its parts benefit mankind, similarly we aim to provide our investors “All weather investment” advise suited for all market cycles.

An ideal wealth manager is the one who anticipates, understands and proactively solves financial and investment planning problems by helping investor in:

  1. Wealth creation
  2. Risk management and
  3. Tax efficiency

We not only deal with wealth but help in estate planning, asset protection strategies, tax strategies and business strategies through contemporary investment ideas.

As professionals, we work together in a strategic team approach, thereby solving any possible situation you may have. The more we are aware of your needs, the more we will be able to guide you through this process of target achievements.

We do not manufacture any products. We are totally independent advisors and are able to access numerous different investment options that suit ones investment objectives and needs.

We seek to provide more holistic approach to your hard earned money and less emphasis is given on product specific approach- unlike the traditional financial intermediaries.

Our team

card image

Nilesh S. Bajaj

Founder Director

Nilesh S. Bajaj

MBA (Finance) CERTIFIED FINANCIAL PLANNER CM SEBI Registered Investment Advisor

card image

Khordeh Anklesaria

Associate Financial Planner

Khordeh Anklesaria

B.S.L.LLB

card image

Moonzoori Chakroborthy

In-house Service Manager

Moonzoori Chakroborthy

P.G. English (Literature)

card image

Prasad Gharmalkar

Service Manager

Prasad Gharmalkar

M.Com Diploma in Business Management

card image

Sagar Zawar

Advisor-Equity & Insurance

Sagar Zawar

MBA (Finance)

card image

Ganesh Kirtane

Compliance & Accounts Officer

Ganesh Kirtane

M.Com

card image

Harmit Desai

Relationship Manager- Wealth

Harmit Desai

MBA (Finance)

card image

Unnati Shah

Financial Planner and Analyst

Unnati Shah

MBA (Finance)

1876+

Clients Working

1502+

Goals Achieved

300+

Positive Feedback