• Family Solutions
    The assurance of
    peace of mind
  • We Are Here To Help!
    The Understanding of
    taste
  • We Understand Your Need
    The Promise of a
    legacy of prosperity

Plan to Fail or Fail to Plan

"Three o'clock is always too late and too early for anything you want to do"

- Jean Paul Sartre

About Us

Welcome to Credence

Consider us your own personal bankers. Think of us as your asset advisors. Turn to us for financial solutions that go beyond the ordinary. We have come this far due to the trust our clients instill in us, based upon our experienced, open and honest approach. We believe in protecting your livelihood wherever you are in life.

About
Credence

Headquartered in Bangalore, we are a Multi Family Office managed by highly experienced professionals from private banking, legal, mergers & acquisitions and consulting backgrounds.

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Our
Philosophy

Conventional wisdom says ' more clients mean more success '. We beg to differ. We seek fewer clients to make a big difference and we believe it’s the least you could ask for.

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Our
Concept

A Family Office is a professional entity that manages the financial and investment aspect of a family. There are two types of family offices, single family offices and multi-family offices.

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Our Offerings

WEALTH
MANAGEMENT

Credence offers an end-to-end suite of wealth management services. Every service is suggested after careful consideration of your financial framework, appetite and future requirements

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TAX, ESTATE PLANNING
AND LEGAL SERVICES

From using tax as a strategic tool to meeting regulatory compliances, there are many challenges and issues faced by wealthy individuals and families. And since assets are spread across various instruments

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MENTORSHIP
ACADEMY

The mentorship academy and launchpad programme is a one of its kind proposition where the advisory council and extended network of Credence helps incumbents address various issues

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RECORD
MANAGEMENT

By law, nothing exists if there is no proof that can be admissible in court. From a legal perspective, this creates critical importance on the need for impeccable record management – another specialty for Credence.

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CONCIERGE
SERVICES

Busy schedules. Frequent travelling and a million important things to attend. We understand your day demands a lot from you. We also believe that life is too short to waste time on the mundane or second-best.

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Our Team

Meet Our Family

Our team members are experts and have held senior roles across the breadth of the financial services industry in asset management.

team-member

Mitesh holds a MBA in Finance & Marketing from Symbiosis Institute of Business Management and has over 15 years of experience in the private banking and wealth management space.

Mitesh Shah

Co-Founder

team-member

Prior to founding Credence Multi Family Office, his assignments included building the high net worth client book at Citibank along with being an advisory on their portfolios.

Gaurav Dhawan

Co-Founder

team-member

There are different paths to your destination, choose your own!! Sanjay truly believes and embodies this. Hailing from the land of coffee, he always had an entrepreneurship streak in him.

Sanjay Gowda

Co-Founder

team-member

Using his expertise and experience, Mahmoud documents and builds his customers cases to obtain the best results they could achieve in their particular situation.

In The News

In The News

Funding led by Credence Family Office

Co-working space startup, Innov8 on Wednesday announced that it had raised $4 million Read More
In The News

Consultants review 2016

Amongst 25 promising wealth management consultants – Consultants review 2016 Read More