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Ankita Saha

Business Development Executive

Work history

  • Edrica Wealth Management Pvt. Ltd.

    Business Development ExecutiveCurrent (almost 4 years)
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Contact Information

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LocationIndia, Kolkata, West Bengal

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Edrica Wealth Management Pvt. Ltd.financial services · 4 employees · Kolkata, India

Description

Company Overview: Edrica Wealth Management Pvt. Ltd. (Edrica Group), with a clear commitment of establishing itself as an independent wealth management firm in providing end-to-end solutions in financial domain with a strategic objective of emerging as a one-stop-shop for complete wealth management services. Capitalizing upon our vast enterprising skills blended with professional know how & a thorough research-oriented business & market analysis, we offer a value-based tailored financial solution ranging from Risk Management & Insurance Planning, Investment & Planning Issues, Cash Flow & Liability Management, Business Succession Planning, Advance Financial Planning, Retirement Planning, Education Planning, Tax Planning, Estate Planning, Health Insurance, General Insurance etc. to highly complex Portfolio Management Services with a clear intention of assisting our clients in making prudent investment decisions through our expert, invaluable & perennial support. VISION - "4C" Credible - Reliable & Scientific Investment Analysis. Committed - Responsible & Ethical Conduct. Current - Consistent & Regular Updates. Connected - Robust Long-Term Client-Relationships. MISSION "We strive to deliver research-oriented Portfolio Management Services customized to meet the strategic financial objectives of our clients with dedicated & focused approach towards wealth-creation for our stakeholders."

Company websiteedricagroup.in

LocationKolkata, West Bengal, India

Industryfinancial services

Employees4

Founded at2021

LinkedInlinkedin.com/company/edrica-group

Technologies
Amazon AWS
Android
Google AdSense
Mobile Friendly
React Native
Keywords
cash flow liability management
investment planning issues
risk management insurance planning
general insurance
retirement planning
health insurance
tax estate planning
business succession planning
real estate investment

Employee trends

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