Monish Verma
- Role
- Founding Partner, CEO at Vardhan Wealth Management
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Monish Verma
Monish is the Founding Partner and CEO of Vardhan Wealth Management, an independent firm…
Experience
Founding Partner, CEO
May 2021 — Present
Vardhan Wealth Management is an independent firm that helps successful families protect wealth and prosperity. We take a holistic, planning-based approach, embrace an open architecture philosophy and provide a disciplined and structured investment process to pursue consistent, long-term outcomes. Importantly, our independence frees us to pursue your best interests and fulfill our mission to provide the peace of mind to enjoy your successes and continue making a positive and lasting impact.
Skills
- Asset Allocation
- Strategic Financial Planning
- Risk Management
- Wealth Management
- Investment Strategies
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