Offers financial planning, wealth management, and equity solutions for investors.
Annual revenue $400,209 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About CedrusWealth

CedrusWealth is a company. It operates as a B2C. CedrusWealth offers products and services including Financial Planning, Wealth Management, and Managed Equity Solutions. CedrusWealth operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.

  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Cedrus Consultants Private Limited
  • Jurisdiction Pune City, Maharashtra, India
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $400.21 K (USD)
    10.07
    as on Mar 31, 2023
  • Net Profit
    $99.46 K (USD)
    -5.02
    as on Mar 31, 2023
  • EBITDA
    $150.9 K (USD)
    1.45
    as on Mar 31, 2023
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of CedrusWealth

CedrusWealth offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Management, and Managed Equity Solutions.

Product name locked
Category locked
Primary

Personalized service for long-term financial goal setting and risk assessment.

Product name locked
Category locked
Locked

Comprehensive solutions for portfolio management and asset growth.

Product name locked
Category locked
Locked

Professional management of equity investments for optimal returns.

People of CedrusWealth

Headcount 10-50
Employee Profiles 1
Employee Profiles
People
Unnati Shah
Head Financial Planning Division

Unlock access to complete

Teams

Unlock access to complete

Funding Insights of CedrusWealth

Premium access

Detailed funding history for CedrusWealth

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by CedrusWealth

Investments
Premium access

Investment portfolio details for CedrusWealth

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - CedrusWealth

Premium access

Detailed financials for CedrusWealth

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Cedruswealth Comparisons

CedrusWealth Primary company
Description
Offers financial planning, wealth management, and equity sol...
Location
-
Founded Year
-
Annual Revenue
$400.21 K (USD)
Net Profit
$99.46 K (USD)
EBITDA
$150.9 K (USD)
Employees
Not available
Premium access

Peer comparison for CedrusWealth

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of CedrusWealth

CedrusWealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Universal banking and financial advisory services are provided globally.
Locked Locked Locked
Banking & financial service provider
Locked Locked Locked
Nordea is recognized as a leading Nordic universal bank.
Locked Locked Locked
Diversified insurance and asset management services are offered globally.
Premium access

Detailed competitors of CedrusWealth

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Cedruswealth

Premium access

Complete news archive for CedrusWealth

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about CedrusWealth

Annual revenue of CedrusWealth is $400.21K as on Mar 31, 2023.

Cedrus Wealth Partners, incorporated in 2007, delivers unbiased financial planning and wealth management services to individual investors and families in India. Based in Pune, they focus on long-term investment strategies, risk profiling, and managed equity solutions, emphasizing personalized advisory and ethical practices to help clients achieve financial goals through professional expertise and market insights.

CedrusWealth's top competitors include Fidelity Investments, Investec and HSBC.

CedrusWealth offers Financial Planning, Wealth Management, and Managed Equity Solutions.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available