NRI Wealth Management
Laddi Jhuty is a highly experienced Financial Advisor with over 18 years of expertise in investment supervisory services, financial planning, retirement planning, life insurance, estate planning, wealth management, tax planning, and college education planning. As the Managing Member of NRI Wealth Management, LLC since 2012, he has been committed to helping clients achieve their financial goals through strategic investment planning, customized asset allocation, risk management, and comprehensive financial solutions.
Throughout his career, Laddi has held key positions in the financial services industry, including roles at Woodbury Financial, MassMutual, and Securities America. His experience has equipped him with a deep understanding of investment strategies, economic trends, and financial structuring. He specializes in developing tailored financial plans based on each client’s unique needs, considering personal and family objectives, investment knowledge, wealth structure, and liquidity requirements. His approach includes ongoing portfolio management, estate tax planning, insurance solutions, and identifying planning opportunities to secure long-term financial stability for his clients.

Achievements & Qualifications
Education & Certifications:
- Master of Business Administration (MBA) in Finance – Niagara University (2004)
- Bachelor’s Degree – Buffalo State College (2002)
- Certified Financial Planner (CFP®) – Board of Standards (2009)
- Series 7 License issued by FINRA
- Registered Life Agent with the California Department of Insurance
Key Strengths & Skills:
- Expertise in wealth management, estate planning, and investment strategies
- Strong analytical skills with the ability to assess market trends and economic indicators
- Leadership abilities in managing financial portfolios and business operations
- Effective communicator with strong verbal and written communication skills
- Ability to multitask, meet deadlines, and manage complex financial projects
- Knowledge of corporate policies, regulatory compliance, and international contract law
- Experience handling and managing a large book of business (approximately 2,500 client relationships)
Brief Overview of our Amazing journey

View Insurance Packages from the agent

Curating all Eligibility tests of the client

Signing the documents & Premium submission
What our beneficiaries say about their experience with us





Ashley Jonson

Ashley Jonson

Ashley Jonson
