BridgeMonte Advisors Pvt. Ltd.
www.citadelle.inCitadelle is an open architecture advisory platform on the lines of a Private Bank, being built for the benefit of independent Wealth Management practitioners (IFAs) and self-directed investors. Citadelle will bring client friendly advisory processes, products, tools & techniques that shall help IFAs jump-start their capabilities and service levels. Citadelle's goal is to complement the client centric IFAs, be competitive enough to serve Private Banking clients. as a Principal Advisor or as a Family Office administrator. With help of cutting edge technology, Citadelle will also assist self directed retail clients manage their wealth,
Read moreCitadelle is an open architecture advisory platform on the lines of a Private Bank, being built for the benefit of independent Wealth Management practitioners (IFAs) and self-directed investors. Citadelle will bring client friendly advisory processes, products, tools & techniques that shall help IFAs jump-start their capabilities and service levels. Citadelle's goal is to complement the client centric IFAs, be competitive enough to serve Private Banking clients. as a Principal Advisor or as a Family Office administrator. With help of cutting edge technology, Citadelle will also assist self directed retail clients manage their wealth,
Read moreCountry
City (Headquarters)
Mumbai
Industry
Employees
11-50
Founded
2014
Estimated Revenue
$1 to $1,000,000
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Manager - Ifa and Client Service
Email ****** @****.comPhone (***) ****-****Project Lead
Email ****** @****.comPhone (***) ****-****