Shrikant Nadkarni
Managing Director and Lead Advisor @Fortis Capital Advisors
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WORK HISTORY
Managing Director and Lead Advisor @Fortis Capital Advisors
New Brunswick, NJ, US
Fee-only Independent advisor serving business owners, professionals and high net worth families providing unbiased holistic advice on all matters financial - including income tax and estate planning, retirement planning, tax efficient investment management and goal based financial planning. Fortis Capital Advisors is a fee-only Independent Investment Advisory firm providing investment management services. Portfolios are constructed and managed toward client goals, risk tolerance and investment horizon using core-satellite approach and advanced options strategies.
EDUCATION
Baruch College
MBA, Finance
University of Mumbai
B.Com, Accounting
SKILLS
ABOUT SHRIKANT NADKARNI
Trusted wealth advisor with over twenty five years of experience providing a broad range…
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