Excellence, Integrity and Sound Advice
We work closely with our clients to discuss, learn, analyze and understand their needs, goals and expectations.
Clients and their interests take the highest priority
Each portfolio is personalized to achieve an appropriate balance considering the individual risk tolerance, liquidity needs and short/long term goals
Clients can view their portfolio online anytime on www.fidelity.com
Monthly statements and trade confirmations are mailed promptly by Fidelity Investments
Founder - Pradeep Niphadkar, PhD
Founder and president Dr. Niphadkar has over 25 years of invetment experience. He has successfully managed portfolios of high net worth clients and continues to provide personalized financial advice. Through his in-depth knowledge and investment experience in stocks, exchange traded funds, mutual funds, bonds, options and other invetment vehicles he guides a dedicated team of associates.
His time tested covered call option writing strategy has brought in a steady stream of income for his clients from long positions held in the portfolio.