Credel Capital is a boutique investment advisory firm that provides personalised financial services to individuals and corporate investors across the country. We pride ourselves in exemplary customer service and our unique “hands on” approach is very different from the larger players in the market.
Our size gives us the opportunity to be more agile in our decision making, and quick in our response to client queries. We are unencumbered by proprietary products, which gives us the ability to offer financial advice that is independent and unbiased.
Our asset allocation approach to managing investments ensures adherence to your risk profile, time horizon and cash flows, keeping in mind changes in the economic conditions.
We aim to bridge the gap between your current financial position and future goal requirements.
We strive to create value by establishing and maintaining long term client relationships while growing your overall net worth.
Our founding partners Pooja Shah and Bhavna Samtani come with vast experience in the wealth management space.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Bangalore, Karnataka
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- credelcapital.com
- Keywords
- Financial Planning, Investment Planning, Implementation and Monitoring, Tax Compliance and Advisory, Reporting.
- HQ
- Bangalore, Karnataka
Credel Capital Questions
Credel Capital's website is credelcapital.com
Credel Capital's LinkedIn profile is https://in.linkedin.com/company/credel-capital
Credel Capital has
5 employees.
View email and phone details for 5
employees at Credel Capital.
Credel Capital's industry is
Investment Management
Credel Capital's categories are Investment Management
Credel Capital's founding year is 2016
