NRI Financial Adviser

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Menu

HOME
ABOUT
STOCK OPTIONS
SERVICES
BLOG
CONTACT
CLIENT PORTAL

Contact us

Contact Us

laddi@nriwealth.com

Call

+1 (510) 818-1424

Address

5201 Great America Pkwy #350 Santa Clara, CA 95054

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Interested In

Financial Planning

Asset Management

Risk Management

Estate, Gift, and Trust Planning

Tax Efficient Investment Strategies

Education Planning

Budgeting & Expense Management

Executive Benefits

Employee Benefits

Additional Information

Additional information about NRI Wealth Management LLC, including its Form ADV Part 2A Brochure, is available at the SEC’s website (www.adviserinfo.sec.gov), including NRI Wealth’s Form CRS.
IAPD – Investment Adviser Public Disclosure – Homepage
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators

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About Us

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.

Our Services

customized financial planning
investment management
personal wealth management
tax-planning
stock options

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Contact Details

5201 Great America Pkwy #350 Santa Clara, CA 95054

laddi@nriwealth.com

info@nriwealth.com

+1 (510) 818-1424