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Smart Investing
About Credence Investments
Credence Investments is an AMFI / IRDA registered independent financial & wealth management firm with the sole objective of helping investors meet their financial aspirations and goals.
Our Core Team represents seasoned professionals from Asset Management and Financial Services with extensive experience across several market cycles.
Why Choose Us
Why Choose Credence
We believe in Credence way of living which provides unbiased & transparent platform for financial solutions across wide range of products and services.
SEBI IRDAI registered
Rich domain experience
Algorithm based fund selection-CREDENCE white Llst
Developing customize strategies
One stop platform
Transparency and Efficiency
periodic portfolio review & rebalancing
We work as a family financial advisor
our services
Our Services
We believe in Credence way of living which provides unbiased & transparent platform for financial solutions across wide range of products and services.
Wealth Management
As a trusted Family Financial Friend, our focus is on helping you protect, preserve and grow your wealth.
Insurance Planning / Protection
An insurance review is a process that can go a long way to protect you and your assets from unforeseen contingencies.
Retirement Planning
We believe your wealth is an enabler for a more fulfilling life. An active and long retirement requires appropriate financial resources.
Succession / Estate Planning
We help our clients develop an effective wealth transfer plan; so that the current and future generations may benefit from the continuity.
NRI Services
At Credence Investments, we offer personalized financial solutions for Non-Resident Indians (NRIs).
Tax Planning
At Credence Investments we help you become more tax efficient and assist you to optimize tax structures across multiple jurisdictions.
Offerings
Our
Offerings
Explore a wide range of financial services: Unlisted Shares, Bonds, Currency, Insurance, Tax, Stocks, Mutual Funds, Gold, Fixed Deposits, Loans, and Digital App.
Unlisted Shares/ Pre IPO
Alternate Investments
Bonds Desk
Currency
Insurance
Tax & Legal
Stocks Advisory
Mutual Funds
Gold
Corporate Fixed Deposits
Loans
Digital App
Feedback
from Our Valued Customers
Priyaneet Singh
Legal Consultant
Credence Investments made me realise that with planning, financial freedom seems achievable.
Sanjay Goel
Assistant Director Finance, Oppo Mobiles
Passion, knowledge and a genuine interest in achieving the best for clients is what makes Credence Investments a truly professional Adviser.
Khushwant Singh Rekhi
Businessman, Senior Functionary of Freemasonry
I would like to express my thanks to Credence Investments team for their continual advice on financial planning issues which has saved me significant amount of money.
Chanpreet Singh Sahni
VP (India), Hexagon PPM
The expertise and attention to detail with which Credence Investments team have handled my financial affairs could not be faulted.
Anu Jain
Homemaker
It has been a journey from mastering perfect roti to be Financially aware. My main concern was that my finances should be in safe hands. The recommendations by Credence Investments team have strengthened my financial position.
Srivardhan Kejriwal
Business, Real Estate
I feel secure that my funds are managed by such a fine and professional team. They clearly explain the rationale behind their recommendations and keep a close eye on developments. I am fully satisfied with their services and quick action on my queries.
faqs
Most Popular Questions
We believe in Credence way of living which provides unbiased & transparent platform for financial solutions across wide range of products and services.
Credence Investments offers expert financial planning, investment management, retirement solutions, and tax-saving strategies to help you grow and secure your wealth.
You can start by booking a consultation through our website. Our experts will assess your financial goals and recommend the best investment strategies tailored for you.
Yes! We provide unbiased, research-backed investment solutions and only recommend trusted financial instruments that align with your risk appetite and long-term goals.
We focus on transparency, personalized strategies, and long-term wealth creation. Our goal is to simplify investing so you can make informed financial decisions with confidence.
Not at all! Whether you're a beginner or an experienced investor, our team will guide you through the entire process and help you make smart financial choices.
