NRI Wealth Management, LLC (“NRI”), headquartered in Fremont, California and having offices in Santa Clara California, is a Registered Investment Adviser. Since 2003, NRI Wealth and sister concerns have managed investment accounts for individuals, foundations, retirement plans, estates, and corporations. Key attributes of the Company include:
- Assets under management $42 million and growing.
Independent investment management. Acting as a Fiduciary on clients’ behalf, clients’ interests always come first.
A primary focus on capital preservation and protection from inflation. Independent Research that seeks investments that represent value as well as the potential for growth.
We are one of the few Financial planning firms catering to Non-Resident Indians. Most of our clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations.
We’re proud to use our knowledge, skills and experience to help fulfill our purpose and create positive change.
Laddi Jhuty, is the owner and principal advisor at NRI. He is a qualified MBA and a Certified Financial Planner™ Practitioner. Laddi also holds series 7 license and California Insurance license.
His 16 years of experience which includes working with companies like, Securities America, MetLife, MassMutual and Woodbury Financial. In 2012, Laddi founded NRI Wealth Management an RIA practice which is registered with FINRA and State of California.
It was his dream to run an independent firm and help clients achieve their goals. His specialties include retirement planning, life insurance, estate planning, wealth management, tax planning, and college education planning.
At NRI, the private wealth advisory team is composed of individuals whose core competencies are focused on investing and financial planning and who are dedicated to the Client and their success.
We are one of the leading financial planners with an exclusive NRI clientele. We have done thousands of consultations with individuals and guided them to achieve their goals with financial planning and wealth management in both India and the US.