With globalization and integration of the world economies, managing wealth is becoming increasingly complex and challenging. Individuals and families are now seeking services which may be beyond the scope, compliance and vanilla offerings of existing wealth management firms.
That’s where we come in.
Kredere Wealth Partner Pvt Ltd
A Wealth Management Boutique, founded and managed by a group of professionals with significant experience and diverse skill sets. With an open architecture approach, and access to a vast network of established and reputed specialists.
Like a partner, we build open and lasting relationships, based on trust and comfort, which go far beyond the frontiers of finance. Our focus on a very select set of clients enables us to be there for you and cater to all your requirements, at any given point of time, with no exception.
Our Services
At Kredere the client is always our top priority. As an organization we have established relationships with experts across various verticals, with whom we jointly work to provide comprehensive solutions to meet your requirements. In line with our corporate and management philosophy of open architecture, we have taken a decision to not manufacture any products, which allows us to offer best-in-class products and solutions - avoiding any potential conflict of interest.
- Across Asset Classes
- Fixed Income and Debt:
Mutual Funds, Bonds (Primary and Secondary), Structures around Government Securities and Corporate Debt, Corporate Fixed Deposits, and High Yielding Capital Protected Structured Products. - Equity:
Mutual Funds, Leading Portfolio Management Schemes, Transaction Execution Services and Customized Structured Products. - Alternate:
Real Estate Funds, Private Equity Funds, Structured Products, Alternate investment funds and Real Estate NCDs, Commodities & Currency derivatives and Interest Rate Futures.
- Fixed Income and Debt:
- Portfolio Analysis and Structuring
- Consolidated Reporting
- Trust Services:
Creating and developing estate and succession planning structures and vehicles as per your requirements. - Corporate
- Debt Syndication
- Investment Banking
- Real Estate:
- Transaction Services
- Legal Services
- Legal & Taxation:
Structuring Investment Entities and providing services for deal specific taxation options.
The Next Level
One Stop ShopExtra Word
As your first call, we are always available to tend to any and all of your service requirements. We have the ability and capability to handle any kind of mandate; be it financial or personal.
Minus the Baggage of Biases
We are not bound by institutional obligations and formalities, we offer the services of a generalist, taking you to the best possible specialists in the industry, with no prejudice.
Beyond a Numbers Game
Earnestly focused on a select set of clients, our foremost intent is to never compromise on the quality of our products, people and the platform we have established.
Relationship Focused Extra Word
Going beyond single transactions, we focus on building relationships with our clients that can span across generations. We do this by providing world-class services, aiming for excellence.
That Extra Mile Extra Word
We go above and beyond for each and every one of our clients, to provide you next-level services, not just in finance.
Who we are
A team of qualified and talented professionals, distinguished by impressive track records and cross-vertical capabilities. A team so dedicated and committed to clients that our success lies in your success.
Leading from the front
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Kaushik Deva has over 20 years of experience in the financial services industry with triumphant stints across Investment Banking, Corporate Banking, Debt Syndication and Wealth Management.
Prior to founding Kredere, Kaushik served as a part of the senior management team at IIFL Wealth, where he was responsible for the wealth practice across business verticals and geographies.
Over the years, he has worked in senior roles in Private Banking in Kolkata, Delhi and Mumbai during which he was the key advisor to some of India’s prominent HNI families and UHNW NRIs.
He was earlier associated with BNP Paribas Private Banking for 13 years, rising to the ranks of Managing Director through this long journey. He played a pivotal role in founding and developing their pan-India business for residents as well as NRI clients from London, Hong Kong, Singapore, and Dubai.
Kaushik is a qualified Chartered Accountant from the Institute of Chartered Accountants of India. -
Having spent over 20 years in the financial markets, Paramjeet Singh’s experience spans across multiple asset classes, however his expertise lies in equity research, fund management, and asset analysis. As a key management resource at Kredere Wealth Partner, Paramjeet is leading third party product distribution for the organization.
He has worked with MNC and Indian Private Banks in Investment for over 15 years and was responsible for analyzing and recommending direct equities, smutual funds, structured products, succession planning and other third party products.
Contact Us
Mumbai
Kredere Wealth Partner Pvt Ltd4B - Cama Industrial Estate,
Sun Mill Compound,
Lower Parel (W), Mumbai 400013
T: +9122 43490400
F: +9122 24981231
Delhi
227, Defence Colony Flyover Market,New Delhi 110024.
T: +9111 43501234
Email Us
[email protected]
