Cresta Wealth
Company

Cresta Wealth

Financial Services Wakad, In 6 employees
Employees
6

Cresta Wealth Overview

Headquarters
Wakad, In
Industry
Financial Services
Employees
6
Founded
2008
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Cresta Wealth

Since 2008, Cresta Wealth has been dedicated to empowering you to take control of your personal finances. Our commitment to enhancing investor experiences is driven by our people, ideas, and purpose, propelling us towards achieving the pinnacle of wealth creation—the "CREST." Through meticulous financial planning and tailored investment strategies, we help you realize your financial aspirations and attain your own crest of wealth. At Cresta Wealth, your financial blueprints are designed to achieve what matters most to you. Our highly qualified team creates a personalized financial blueprint that meets your specific needs. Our long-term partnership focuses on preserving and growing your wealth through strategic, informed decisions. You benefit from professional guidance that is tailored to your priorities and delivered with integrity. Our clients trust us because our recommendations are unbiased and designed solely with their best interests in mind. Unlike firms tied to specific product lines, we are committed solely to you and your goals, offering customized advice and solutions that align perfectly with your financial objectives.

Cresta Wealth Contact Details

People in AeroLeads
4

Cresta Wealth Org Chart

Sample employees and titles
Name Title Contact
Rutik Pawar Nism-va Certified - Nism-viii Certified - Mutual Fund - Wealth Management - Financial Advisor - Financial Planner
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Diksha Karme Mba in Finance & Marketing
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Harsha Jethva, Qpfp Personal Finance Professional - Financial Wellness Coach - Helping People in Managing Money
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Shreelekha Venkatesh Gopati Bba (Bcacs) - Process Associate in Cross Country
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Employees by Management Level

Individual contributor 3 profiles
Associate / junior 1 profile

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