Investment Management - Pune, Maharashtra, India
As the Indian economy rides the growth trajectory and the tide of the wealthy surges, there is a felt need for the experts to advise the experienced. The wealth creators and wealth preservers-all rolled into one Multi Family Office. The range and complexity of financial services demanded by Ultra-HNWIs is rising. That is why we are special - that is why we are Credence Investment OfficeCredence Investment Office has been set up by Ranjan Bakshi, Raj Mundul and Ashutosh Soman.We are a team of experienced professional with over 80 years of cumulative relevant experience. Our team has worked across economic cycles in a variety of geographies including, India, South East Asia, Australia and Europe. Over the years, we have built deep relationships over several years with Indian business families in India and overseas. We have established networks of contacts with regulators, service providers, banks and intermediaries.At Credence Investment Office, we work on the twin principles of wealth preservation and wealth creation. We are independent managers, offering unbiased objective advice and solutions customized to our client's specific requirements.In a rapidly evolving world, there are tremendous opportunities. But so are the risks. We aim to help our clients capitalize on these opportunities with a very sharp eye on the risk reward paradigm. Our team has the ability to advise on various asset classes like equities, debt, private equity and real estate. We monitor the market closely and use the best in class research resources to ensure top quality investments.Each client portfolio is custom built, based on the clients goals and objectives. Performance is monitored closely and reported to clients in a detailed and transparent manner. We conduct regular meetings with clients to make sure we are abreast of the changing circumstances around our clients. We invest along with our clients and are compensated by a transparent fee structure.