NRI Wealth Management

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NRI Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Santa Clara, CA, US

Alternative Asset Classes

RE

About

NRI Wealth Management is a US-based wealth manager and registered investment. It provides investment advisory services to its clients on a discretionary basis. The services it offers include portfolio management, asset allocation, asset selection, risk tolerance, insurance planning, education planning, estate planning, retirement planning, investment management, tax planning, and cash flow analysis. The wealth manager advises individuals and high-net-worth individuals.

NRI Wealth Management - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
Founder,Entrepreneur,Financial Strategist & Fiduciary AdvisorSanta Clara, USRE
Associate Investment AdvisorSanta Clara, USRE

Showing 2 of 2 known decision makers NRI Wealth Management

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