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Kaushal Bhupendra Majmudar

Ridgewood Investments

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About Kaushal Bhupendra Majmudar

Kaushal Majmudar is a financial advisor registered with Ridgewood Investments. Kaushal has over 20 years of experience in the financial services industry. Kaushal is also President of Ridgewood Investments Inc. and an officer of Freedom Income Fund Management LLC. Ridgewood Investments offers a variety of financial services, including portfolio management, financial planning, pension consulting, and selection of other advisers. Ridgewood Investments serves individuals, high-net-worth individuals, corporations, and other businesses.

Firm Information

Kaushal Majmudar is currently registered with Ridgewood Investments. Ridgewood Investments is an investment advisor located in SPRINGFIELD, NJ. The firm offers a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. They manage approximately $325 million in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and pooled investment vehicles.
Ridgewood Investments

623 MORRIS AVENUE

SPRINGFIELD, NJ 07081

$325.69M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kaushal Majmudar’s Registration & Firm History

NJ

02/12/2015 - Present

Ridgewood Investments (SPRINGFIELD NJ)

CT

04/07/2003 - 11/17/2003

PORT FINANCIAL LLC (WESTPORT CT)

NY

10/27/1999 - 03/01/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/12/1996 - 02/14/1998

D.H. BLAIR INVESTMENT BANKING CORP. (NEW YORK NY)

NY

08/31/1994 - 04/22/1996

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/09/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2003

Series 24 - General Securities Principal Examination

BC

Issued 08/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kaushal Bhupendra Majmudar.
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