Welcome
to Our Site
With over 29 years of industry expertise and more than ₹25 crores in assets under management, CREDENCE stands
as a trusted partner in shaping your financial future. We are dedicated to empowering individuals and
businesses with comprehensive financial solutions—from mutual fund investments across equity, debt, hybrid,
and sectoral funds, to personalized financial planning and robust health insurance advisory.
OUR COMMITMENT
At CREDENCE, our foundation is built on three core pillars: Trust, Growth, and Legacy. We are unwavering in
our dedication to transparency, integrity, and putting our clients first in every interaction.
Our commitment goes beyond transactions—we believe in empowering you through continuous
financial education and clear, honest guidance. As your lifelong wealth partner, we are here to simplify the
complexities of the financial world, helping you make confident, well-informed decisions at every stage of
your journey.
With CREDENCE by your side, you don’t just build wealth—you build a legacy.
OUR OFFERINGS
Mutual Fund Expertise
We craft personalized investment strategies that blend high-growth equity funds, stable
debt instruments, and innovative hybrid and sectoral funds—aligned with your risk appetite and long-term
financial objectives.
Comprehensive Financial Planning
From retirement and education funding to tax optimization and estate planning, our
customized financial roadmaps evolve with your changing needs and life stages.
Term Insurance Solutions
Safeguard your family’s financial future with our tailored term insurance plans, offering
high coverage at affordable premiums to provide peace of mind in life’s uncertainties.
Fixed Deposits
Achieve capital preservation and steady returns with our curated fixed deposit options
from trusted financial institutions—ideal for conservative investors seeking stability
Health & General Insurance Advisory
Receive expert guidance on selecting the right health and general insurance policies—from
medical and motor to home and travel—ensuring all aspects of your life are well-protected.
