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Ambastha Financial LLC

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Silicon Valley, CA

Hours
By Appointment Only

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About This Site

We primarily create diversified, stock-based portfolios, with some mutual funds / exchange-traded funds (as needed) plus selected options to create extra income (as appropriate). Stock-based portfolios are customized for your goals, objectives, and risk attitudes. We collect such information via a questionnaire plus oral conversations with a client. Most importantly, complete transparency in managing your account is present since you can check anytime by logging into your account. Email us at kuldip@ambasthafinancial.com today.

Find Us

Address
Silicon Valley, CA

Hours
By Appointment Only

Email
kuldip@ambasthafinancial.com

Phone
650-603-0594

About This Site

We provide investment advisory / management solutions to clients. Our firm can analyze any portion of your investment portfolio once for FREE for suitability and validation purposes, if you would like. Please contact us today for our firm’s presentation materials and a FREE analysis. Email us at kuldip@ambasthafinancial.com today.

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