Guardian Holdings Inc
Restaurant
Why pick this one
Guardian Holdings combines SEBI-registered investment advisory, institutional consulting, and a concentrated 10-to-15-equity portfolio management service.
Best for
- Individuals and families seeking investment advisory and wealth management
- Clients needing family office services alongside investment planning
- Businesses requiring accounting, taxation, or corporate consulting
- Investors seeking a concentrated value-investing portfolio management strategy
- Start-ups, established corporations, and family businesses needing financial consulting
Look elsewhere if
- Restaurant dining or food-service needs
- Clients seeking a clearly published fee schedule or guaranteed returns
Specialties
- SEBI-registered investment advisory
- wealth management
- family office services
- concentrated portfolio management using 10 to 15 equities and some debt
- accounting and taxation consulting
- business consulting for start-ups, corporations, and family businesses
Certifications
- SEBI-registered Investment Advisor
What makes them different
- Three divisions address individual and family finance, institutional and corporate consulting, and portfolio management
- Guardian Asset Management focuses on a concentrated portfolio of 10 to 15 equities and some debt
- Kartik Damodar has over 10 years of finance-industry experience and an MBA in finance and accounting
- In-house accounting consultancy is used to support client tax minimization
- The group serves start-ups, established corporations, family businesses, individuals, and families
Distilled from this business's own website.
Contact & Location
- Address
- 3801 Sunset Ave Ste A, Rocky Mount, NC 27804-3126
- Website
- http://guardianholdings.in
Services
- investment advisory
- wealth management
- family office services
- accounting and taxation
- business consulting
- portfolio management