“Sahi Nivesh Zaroori Hai”

A Financial Awareness Initiative

About Us

Who We Are

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 34+ years of collective team experience across several market cycles. Organizations represented include Standard Chartered Bank, ICICI Prudential Asset Management and Aditya Birla Sun Life Asset Management.

Our client profile spans across Corporates, Trusts, Institutions, High Net Worth individuals, Retail Investors etc. Since we are independent of any major financial services company, our advice is objective and our choices of planning strategies and financial instruments are unlimited. At Credence Investments, we are convinced that the biggest opportunity is in helping and guiding investors towards financial freedom.

Mission

To Simplify Finance for Investors through “सही निवेश”

Vision

To be The Most Credible Family Financial Friend helping in creating wealth & establishing strong relationship with them across multiple generations.

Investment Mantra

We believe in Credence way of living which provides unbiased & transparent platform for financial solutions across wide range of products and services. We offer holistic financial advice to help clients navigate the complex financial world and fulfill their life goals and aspirations.

At Credence Investments, we take full responsibility for the implementation of your Financial Plan and Investment Strategy and follow it up with periodic review to evaluate possible corrections in response to macro and micro economic changes.
+years

Industry Experience

Per team member
+

Active Relationships

+

Financial Avenues

Covering all the monetary needs

Our EXPERT TEAM

Neha Jain Sapra

Neha Jain Sapra is a Co-Founder & Managing Partner of Credence Invesments. With a thorough experience of 13 years in retail and institutional sales, she has navigated her way in the industry as an investment advisor for private banks, wealth franchise, and corporate and family offices. Neha has previously engaged her in-depth knowledge about the industry at big fund houses including ICICI Prudential & Aditya Birla Sun Life and managed assets worth USD 500 million. She has an honours degree in Economics from Delhi University and a post-graduate degree in Financial Planning from ICFP.

Pawandeep Singh Kohli

Pawandeep Singh Kohli is a Co-Founder & Managing Partner of Credence Investments and is passionate about fulfilling their customers’ life goals and aspirations by offering them holistic financial advice. With over 15 years of mutual funds, retail and corporate banking experience, he has been involved in managing assets worth 1.5 billion USD of Institutions, HNI and Family Offices. Understanding the sector from inside and outside with equal fervour, he along with his Credence team is on a mission of simplifying finance. Pawandeep has a B.Com (Hons) degree from Delhi University and has done his MBA from University of East London (UK).

We offer holistic financial advice to help investors navigate the complex financial world and fulfill their life goals and aspirations.

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Mon – Sat: 9:30 am – 7:00 pm,
Sunday: CLOSED

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