WEALTH MANAGEMENT

A WORLD-CLASS SOLUTION THAT’S IN A CLASS OF ITS OWN.

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.

Every piece of advice is in your favor. Every product chosen is best-in-class. Every deal is transparent. We undertake the following activities:

  • Setting up of investment policy based on the client’s need
  • Deciding on subsequent asset allocation & portfolio strategy
  • Investment manager selection
  • Portfolio accounting
  • Investment performance monitoring and reporting
  • Cash flow management

WEALTH MANAGEMENT PRODUCT SUITE

At Credence, we go the distance to give you optimum returns. Using our wealth management product suite, we evaluate and suggest options that meet your goals best. Your needs are unique. Your tastes are different. And today, so are the investment options and the risks thereof. Which is why we scan all pros & cons of every instrument before making any suggestions. The result is a diversified portfolio that stands for high performance year on year.

ABOUT INVESTMENT METHODOLOGY

Accruing wealth is rarely easy. Even tougher is managing it wisely and using it as a foundation to build something greater. That’s where our intellectual framework comes in.

At Credence, we lay great emphasis on evaluation of needs, options, timing, opportunities and other invariable factors. Our team of financial think tanks constantly monitor the financial ether to spot the proverbial pot of gold. Behind every wise investment is a clear understanding of client’s needs, deep domain expertise, thorough analytics and selection of prime instruments… rounded off by detailed reports on a periodic basis.

What? Where? Why? When? How? These are the questions we ask ourselves and we find the definitive answers before our suggestion reaches your ears.

From personal managers who you meet and the analysts who you often don’t, every member at Credence uses its finely tuned investment methodology constantly to give you high returns on your trust.