ABOUT US

Established in 2014, Kredere Wealth Partner is a multi-family office, founded and managed by industry veterans. Headquartered in Mumbai, with offices in Delhi and Kolkata, we cater to a select group of HNI clients with diverse requirements.

We go beyond the one-product-for-all approach and provide customised solutions, with end-to-end offerings for all your financial needs.

From strategy to execution and all the nitty gritties in between, we take care of it all, so you don’t have to. We are your first call for everything financial and beyond, your partner every step of the way. With us, it’s always about the next level.

The word ‘kredere’ is derived from the Latin word ‘credere’ meaning ‘trust.’ We couldn’t have built relationships spanning 20 years without it.

OUR SERVICES

Advisory & Execution

Fixed Income : Mutual Funds, Bonds, Debentures, Commercial Papers, Portfolio Management Schemes, Market-linked Debentures, Alternate Investment Funds, Venture Debt, and Structured Credit Obligations.
Equity : Direct Equity, Mutual Funds, Portfolio Management Schemes, Alternate Investment Funds, Structured Products, Venture Capital and Private Equity/PIPE.
Direct Equity Services : Execution Platform for Equities, Derivatives, Currencies, IPO Services, Facilitation of Margin Funding and Depository Services.
Alternate Investments : Long-short Funds, REITs/InvITs, Alternate Investment Funds, Commodities & Currency Derivatives and Interest Rate Futures.

Portfolio Mapping & Consolidation : We consolidate investments across advisors and asset classes.
Portfolio Review & Analysis : We do an in-depth analysis and periodic review of all investments and each of the underlying instruments.
Consolidated Reporting : We collate and report the performance of your consolidated portfolio.
Tax Optimisation & Rationalisation : We analyse your tax applicability, and facilitate investments to optimise post-tax returns.

Estate & Succession Planning

We create customised structures and vehicles to ensure smooth inter-generational transfer of wealth and ring-fencing of assets to secure your legacy.

We offer access to legal and tax opinions from specialists, based on your specific requirements.

We assess your insurance requirements, evaluate existing policies, facilitate policy acquisition and monitoring, and filing of claims.

We assist in buying, renting, and selling real estate, and all related services such as documentation, due diligence, valuation, title search, negotiations, registration, transfer and legal advice.

We propose structures and practices that mitigate the corporate governance challenges that family businesses face.

We manage and catalogue all documentation related to real estate and personal assets.

We facilitate syndication of debt at competitive rates and terms.

We facilitate buy-side and sell-side transactions.

We work with specialists to structure optimum vehicles.

PAN application, PIS approvals and account opening (bank and investment/custody accounts).

Operation of bank and investment accounts.

Appointment of Chartered Accountants, assistance with tax-related documents and filing of tax returns and refunds.

Obtaining advice and connecting you to FEMA experts for compliance of regulations.

Representation, negotiation and facilitation of transactions.

THE NEXT LEVEL

One Stop Shop
From investment services and corporate advisory to family office services and NRI services, we are your one-stop shop.
Expert Collaboration
We collaborate with leading industry experts to give you access to best-in-class products and services.
Customized Solutions
We recognise that your needs are unique, and we devise innovative strategies to fulfil them.
Open Architecture
As a policy, we do not manufacture any products, to ensure that we offer unbiased investment advice.
24/7 Touchpoint
As your first and last call, over 50 years of experience is available to you instantly for anything, anytime.

OUR TEAM

Our team of qualified and talented professionals, distinguished by impressive track records and cross-vertical capabilities, is the backbone of Kredere.

Kaushik
Kaushik Deva
Founder & CEO
  • Over 25 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.
  • Served on the senior management team at IIFL Wealth.

OUR PARTNERS

Soumyajit
Soumyajit Ghosh
Partner: Business Development
  • Over 20 years of experience in Wealth Management and Banking and Financial Services, at SBI Funds Management, ANZ Grindlays, Standard Chartered, ABN AMRO and Citigroup.
  • Founder and Director of Wealthapp Solution Pvt. Ltd.
  • Master of Finance and Certified Financial Planner (CFP).
Nakul
Nakul Chopra
Partner: Family Office Services
  • Over 20 years of experience in leadership positions like CEO, South Asia of Publicis Worldwide; Chairman of Broadcast Audience Research Council (BARC); and President of Advertising Agencies Association of India.
  • A deep understanding of financial and general management; process management and the corporate-legal environment.

CONTACT US

Mumbai

4B - Cama Industrial Estate,
Sun Mill Compound,
Lower Parel (W), Mumbai 400013
T: +91 22 43490400
F: +91 22 39167405

Delhi

1010 Prakash Deep Building,
07 Tolstoy Marg,
New Delhi 110001
T: +91 11 43501234
F: +91 11 43501234

Kolkata

7303 DBS Corporate Club,
DBS House,
0/2 Hungerford Street,
Kolkata 700017
T: +91 33 4050 9200

Bangalore

Coming soon
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