50
Growth Score
pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1495167
Goldenstone Wealth Management offers customized investment portfolios and financial advice as fee-only fiduciaries.
- Sanjay Varshney: Founder & Principal
About the Company
Goldenstone Wealth Management specializes in wealth growth and preservation through customized investment portfolios. As fee-only fiduciaries, the company focuses on aligning its interests with those of its clients, ensuring transparent and unbiased financial advice. With a team that includes a Chartered Financial Analyst (CFA), Goldenstone brings
a high level of expertise and sophistication to investment management. The company offers services in stock market investments and is committed to helping clients achieve their financial goals through strategic planning and personalized portfolio management.
