Kothari Consultancy Services LLC
Kothari Consultancy Services LLC, based in Fremont, CA, is a prominent name in the wealth management sector, established in 2005 by a finance-savvy entrepreneur. With a dedicated team of professionals boasting over 20 years of experience, the consultancy focuses on providing personalized investment and financial advisory services tailored to meet the unique needs of its clients.
Emphasizing a client-centric service model, Kothari Consultancy offers a comprehensive range of financial planning services, including investment planning, retirement planning, and portfolio management. Their mission is to assist clients in setting specific, achievable, and time-bound financial objectives while ensuring a high degree of trust and confidentiality.
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