Cedrus Consultants

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NILESH BAJAJ

Nilesh S. Bajaj, Certified Financial Planner (CFP), is an MBA (Finance) from the University of Pune and a Registered Investment Advisor (RIA), with over 20+ years of experience in investments.

In March 2007, he founded Cedrus Wealth Partners solely to assist families, new generation entrepreneurs, and young aspiring individuals with wealth creation, risk management, and 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.

Nilesh S. Bajaj, Certified Financial Planner (CFP), is an MBA (Finance) from the University of Pune and a Registered Investment Advisor (RIA), with over 20+ years of experience in investments.

In March 2007, he founded Cedrus Wealth Partners solely to assist families, new generation entrepreneurs, and young aspiring individuals with wealth creation, risk management, and financial goals.

Years of experience

20+ YEARS

SEBI Registered

INA000005457

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All your questions answered

Frequently asked questions

What are the products offered?

CEDRUS ALPHA -Equity Market- Solution (cedruswealth.com), CEDRUS HIDDEN GEMS -Equity Market- Solution (cedruswealth.com),

What is their investment philosophy?

Invest in businesses not stocks. Concentrated exposure in high conviction businesses which have a potential to grow exponentially due to favorable external factors or due to their unique competitive advantage having high promoter holdings, low debt available at reasonable valuations.

What is a smallcase ?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.