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.
Prior to co-founding Credence Family Office, Mitesh has held senior positions with Citibank and HSBC with a focus on developing investment strategies for high net worth clients. Also has co-founded Wealthapp, a fintech advisory platform with over 25,000 registered users, with a vision to make financial planning available to all. He also serves on the advisory boards of Crest Wealth, Wealth App, B S Pharma and S M Tools.
A mechanical engineer, Gaurav is armed with MBA in finance and marketing from T. A. Pai Management Institute, Manipal. With close to a decade's experience in development and deployment of portfolio strategies for premium private banking clients, he knows what it takes to build relationships, gain trust and deliver every promise. 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.
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. With an MBA from Alliance Business Academy Bangalore, he started his journey with conglomerates like Citi and Morgan Stanley where he had immensely successful stints in wealth management curating portfolios of ultra-high net worth individuals both in India and overseas. Over a decade of private banking experience, he also has a natural flair for real estate which he has now built as his forte and continues to excel in that. As a Co-founder of Credence family office, along with his team, he strives to provide tailor made solutions to the HNI families.
Nitesh Arora carries with him over two decades of experience in the wealth management space. In his prior assignment he has managed a large team of Advisors in Motilal Oswal Wealth. He has been a part of the leadership team and instrumental in setting up some of the most successful practises in this space including Kotak Wealth and Barclays Wealth prior to that.
His keen interest in creating value for his clients has also made him structure a unique sell and lease back model on the real estate side. This is a business run by his family.
Nitesh holds a PGDM from Symbiosis Institute of Management Studies and is a Bachelor of commerce from Symbiosis College of Arts and Commerce. He has also recently completed an executive course from IIM A.
Akshay has completed his Management from S.I.E.S College of Management Studies, Mumbai. With over 16 years of experience across entire spectrum of Banking, Equity Advisory, Investments, RE and Wealth Management is involved in an assignment with Credence Family Office Ltd, that requires Inclusive skill set by putting his experience to bear.
He joins us from Centrum Wealth Management Ltd, Bangalore where he was an Associate Director responsible for providing Wealth Management Services and Investment Advisory for South.
His prior experience has been with ASK Investment Managers Pvt. Ltd where he was handling investment advisory on portfolio management services for NRI’s and Resident Indians, structured products, debt portfolio services, private equity, real estate etc. He was also responsible for acquiring new client relationships across South India ( Karnataka, Madurai, Chennai, Coimbatore and Kerala) .Prior to that he was with ICICI Web Trade Ltd where he responsible for setting up an Advisory desk and generating revenues from Equities and Derivatives and also cross selling of Mutual Funds, Insurance and SIP Activations. An avid Tennis player, naïve blog writer, Reader, Star Gazer.
Ratna's skill of handling large high net worth families across Chennai, Mumbai and Kolkata, for over 2 decades, gives her the advantage of domain knowledge and expertise across all areas of Financial Requirements for UHNW business families. An alumni of the prestigious Wharton School, University of Pennsylvania, and a graduate from St.Xaviers College, Calcutta, she has a wealth of rich experience across multi national banks and wealth management companies like ANZ Grindlays, ABN Amro Bank, Standard Chartered, HSBC and Credit Suisse.
Hailing from a Marwari Business family, flair for finance and wealth management comes naturally to Reena. An MBA in finance from KJ Somaiya institute of Management Studies (Mumbai), she has over 15 years of experience in private banking and investment advisory.
Before joining Credence family office in 2011, she has held similar positions at HDFC Bank Pvt. Banking, Citibank, Farmers Insurance in the US, with her last assignment being Branch head with ING Vysya Bank Ltd. Managing family office clients at Credence has enriched her experience across verticals like Taxation including cross border taxation, succession planning, real estate etc, a must for today’s wealthy global Indians.