Cedrus Wealth Partners
Principal Advisor: Nilesh Bajaj
SEBI RIA REG NO: INA000005457
Certified Financial Planner (CFP), MBA (Finance) from the University of Pune, and Registered Investment Advisor (RIA), he brings over 20 years of investment experience. In March 2007, he founded Cedrus Wealth Partners to assist families, new-generation entrepreneurs, and young aspiring individuals with wealth creation, risk management, and financial goals.
Orchestrating distinctive wealth management strategies,
Services Offered
Comprehensive Financial Planning
Complete financial roadmap covering investments, insurance, tax planning, and retirement goals.
Tax Optimization Strategies
Strategic tax planning to minimize your tax liability while maximizing savings and investments.
Retirement Corpus Building
Systematic approach to building retirement wealth through SIPs, EPF optimization, and smart investments.
Portfolio Review & Rebalancing
Regular portfolio analysis and rebalancing to ensure optimal asset allocation and risk management.
About Cedrus Wealth Partners
Incorporated in 2007, Cedrus Wealth Partners was founded by Mr. Nilesh Bajaj with the clear objective of providing honest, unbiased, and holistic solutions tailored to our investors' needs. Today, we advise Indian families worldwide, managing assets exceeding INR 3000 crores. Cedrus has been recognized by CNBC, Wealth Forum, BSE STAR, and other esteemed platforms for our invaluable contributions to the investor community and society at large.
Client Testimonials
“Rajesh helped us plan our retirement effectively. His expertise in tax planning saved us lakhs in taxes.”
Amit & Priya Patel
IT Professionals, Mumbai
“Excellent guidance on portfolio diversification. Our investments are now well-balanced and growing steadily.”
Vikram Sharma
Business Owner
“Professional approach and transparent fee structure. Highly recommend for comprehensive financial planning.”
Dr. Sneha Joshi
Medical Professional
Frequently Asked Questions
What makes Cedrus Wealth Partners different from other financial advisors?
We are fee-only advisors with no commission bias. Our recommendations are purely in your best interest as SEBI RIA.
How do you help with tax planning?
We analyze your income, investments, and expenses to suggest tax-saving instruments and strategies under various sections.
What is your typical client profile?
We work with salaried professionals and business owners with income above ₹8 lakhs annually who want systematic financial planning.
How often do you review portfolios?
We conduct quarterly reviews and rebalancing as needed. Emergency consultations are available anytime.
