About CredibiliT
At CredibiliT, we believe that financial success is a journey that requires expertise, dedication, and a personalized approach. As a premier wealth management firm based in India, we are committed to helping our clients achieve their financial goals and secure their future.
In today's complex and ever-changing financial landscape, making informed investment decisions can be challenging. That's where we come in. Our team of experienced financial advisors and wealth managers are here to provide you with the guidance and support you need to navigate the intricacies of wealth management.
Our Mission
The mission of our wealth management company is to empower individuals and families to achieve their financial goals and secure their long-term financial well-being. We strive to provide comprehensive and personalized wealth management solutions that are tailored to the unique needs and aspirations of our clients.
Our Vision
Our vision is to be the leading wealth management company, Recognized for our unwavering commitment to client success, innovation, and ethical practices. We aim to build enduring relationships with our clients based on trust, transparency, and excellence in service, while consistently delivering superior financial outcomes.
Value
At our wealth management company in India, we embrace a set of core values that define who we are and guide our actions. Integrity is paramount to us, as we operate with the utmost ethics, transparency, and professionalism. Our client focus drives us to prioritize their needs and goals, delivering personalized solutions and exceptional service. We value expertise and innovation, constantly seeking to expand our knowledge, adopt cutting-edge technologies, and provide innovative wealth management strategies. With a long-term perspective, we emphasize sustainable wealth creation and align our strategies with our clients' long-term goals. Collaboration and teamwork are at the heart of our approach, as we harness the collective talents of our professionals to deliver comprehensive and holistic wealth management solutions.
Assets Under Management
Happy Customers
Man Years of Experience
Hard Workers
Services
Mutual Funds
CredibiliT offer a range of mutual funds that allow clients to invest in a diversified portfolio of stocks, bonds, or other assets. These funds are managed by professional fund managers.
Fixed Income Investments
These include fixed deposits, bonds, and other fixed-income securities that provide regular interest income and are considered less volatile compared to equity investments.
Insurance Products
We offer various insurance products such as life insurance, health insurance, and general insurance to help clients protect their assets and manage risk.
Portfolio Management Services (PMS)
PMS is a professional investment service provided by wealth management firms to high-net-worth individuals. It involves personalized portfolio construction and management based on the client's risk profile and investment objectives.
Real Estate Investment
We also offer services for investing in real estate properties, either directly or through real estate investment trusts (REITs) or real estate mutual funds.
Alternative Investments
This category includes investments in assets other than traditional stocks, bonds, and cash. Examples include private equity, hedge funds, commodities, and structured products.
Retirement Planning
We at CredibiliT assist customers in planning for their retirement by recommending suitable investment options like pension plans, annuities, and systematic withdrawal plans (SWPs).
Tax Planning and Optimization
Wealth management firms help clients optimize their tax liabilities through strategies like tax-efficient investments, tax-saving mutual funds, and tax planning solutions.
Lending Solutions
Discover a range of loans tailored to your needs, including home loans, car loans, education loans, loan against property, Working capital. Experience convenient financing options all under one roof."
Market Watch and News
News
Market Watch
Team
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Amanda Jepson
AccountantFrequently Asked Questions
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Contact
Our Address
Office no 809 Regus Classic Centres Pvt. LtdLevel 8, Suyog Platinum Towers, Off Mangaldas Road,1 Naylor Road, Near Hotel Conrad, Pune , Maharastra.
Email Us
kashid_pankaj@yahoo.com
lalit.sbs@gmail.com
Call Us
+91 9272720694
9561328109