OUR SERVICES

Fixed Income : Debt Funds, Bonds (Primary and Secondary) and Structures involving Government Securities, Corporate Debt and Corporate Fixed Deposits.
Equity : Equity Funds, Portfolio Management Schemes and Transaction Execution Services.
Alternate Investments : Structured Products, Alternate Investment Funds and NCDs, Commodities & Currency Derivatives and Interest Rate Futures.
Direct Equity Services : Execution Platform for equities, Derivatives, Currencies, IPO Services, Facilitating Margin Funding and Depository Services.
Studying and analysing the performance of the client’s entire portfolio, to achieve the most suitable product mix for optimum allocation of assets. We structure portfolios suited to our client’s requirements, which can be tailored to varying needs and circumstances.
Our consolidated reporting service is a well collated snapshot of the client’s portfolio and is designed to simplify investment decision making.
Assessment of insurance requirements, policy acquisition and monitoring, evaluation of existing policies and filing of claims.
Wealth Conservation can be even more demanding than Wealth generation. We, as specialists, can help you determine suitable ways to safeguard your estate and ring-fence it from risks.

We offer customised services for Estate Planning and Settlement. Be it a Will, a Gift or a Trust, it is important to identify well-suited structures for transmission of your wealth.

Increasing involvement of younger generations in the family business could give rise to potential issues such as misplaced excesses. We provide advice on family governance structures, shareholder agreements, family constitutions which are in line with your family objectives.
We create efficient tax planning strategies and structures which include constructing an investment plan to best suit your family for tax optimised asset management. We also devise investment strategies that take into account both investment and non-investment income sources and their tax implications.
We offer access to credible legal opinion on various family and business matters. We provide the most comprehensible solutions to address yours legal needs in tax planning, entity formation, transfer of property, drafting/vetting of contracts, gifts, onshore and offshore assets, trust formation, real estate matters and other transactions.
Business Advisory
  • Debt Re-structuring and Placement of Debentures
  • Corporate Restructuring and Mergers & Acquisitions
  • Project Finance and Working Capital
  • Lease Rental Discounting
  • Loan against Property
  • Loan against Shares and Securities
Real Estate Advisory We can assist in buying and selling commercial, agricultural and residential real estate, and all related services such as documentation, due diligence, valuation, title search, negotiations, document registration and legal advice.
Documentation Management
Record Maintenance, registration of documents, safe-keeping of documents, periodic review, updating of contracts, bill management, administration and archiving of all relevant data.
Advisory and Execution Support Services for Bank Account Management
We consolidate and manage bank accounts to ensure ease of transactions and vigilant monitoring of finances.
We offer a wide range of concierge services to take care of your day to day needs. We also connect you with an extensive network of specialists to ensure that you get the best service in the field.
An entire range of services are offered exclusively for NRIs having existing wealth and those aspiring to create wealth in India, which includes Portfolio analysis, Investment Advisory, Tax Consultation, Filing of Returns, Legal Advice and many more services.

THE NEXT LEVEL

One Stop Shop
We are a one stop provider for all your financial requirements. We have the capability to provide plans that cater to your financial as well as family goals.
Expert Collaboration
We have established relationships with industry experts, with whom we collaborate to provide comprehensive solutions that meet our client’s requirements.
One Stop Shop
We are a one stop provider for all your financial requirements. We have the capability to provide plans that cater to your financial as well as family goals.
Customized Solutions
We work with a select set of clients, in order to cater to their needs with utmost attention. Integrity and reliability is our motto.
Open Architecture
In line with our open architecture philosophy, we have taken the decision not to manufacture any products. This allows us to provide you with best in class and unbiased investment advice.
That Extra Mile
Each client is unique hence, we provide customized financial planning. We make sure our solutions cover all facets & you always get more than what you want.

OUR TEAM

Our team of qualified and talented professionals, distinguished by impressive track records and cross-vertical capabilities is the backbone of Kredere. Kredere is decisively led by Kaushik Deva and Paramjeet Singh, who have spearheaded and guided the organisation with their diverse experience and expertise.

Kaushik Deva
CEO
  • Over 20 years of experience in the financial services industry across Investment Banking, Corporate Banking, Debt Syndication and Wealth Management.
  • Chartered Accountant from the Institute of Chartered Accountants of India.
  • Rose to the rank of Managing Director during his 13 year stint at BNP Paribas.


Paramjeet Singh
Head Products
  • Over 23 years of hands on experience in the financial markets, such as equity research, fund management, asset analysis.
  • Worked with International and Indian Private Banks in Investment Advisory for over 15 years
  • Qualifications: MBA (Finance)

CONTACT US

Mumbai

Kredere Wealth Partner Pvt Ltd
4B - Cama Industrial Estate,
Sun Mill Compound,
Lower Parel (W), Mumbai 400013

T: +91 22 43490400 F: +91 22 39167405

Delhi

Kredere Wealth Partner Pvt Ltd
709, 7th Floor, Indraprakash Building,
21, Barakhamba Road,
New Delhi 110001.