Empowering Families. Building Legacies.
At CredCap Consultants LLP, we enable ultra-high-net-worth families to establish their own Family Offices, bridging the gap between Single Family Offices (SFOs) and large institutional solutions. Our mission is to provide bespoke wealth management strategies that are transparent, unbiased, and structured for long-term success.
We understand that wealthy families seek boutique, personalized setups for their financial affairs. CredCap’s independent structure allows us to collaborate with the best minds in the industry, ensuring that our clients receive cutting-edge financial insights while maintaining full control over their assets.
We work alongside our clients’ internal teams, equipping them with the necessary skills and industry expertise to manage and run their Family Offices with professionalism and efficiency.
🔹Investment Advisory – Tailored solutions to optimize and strengthen our clients’ capital pool, assets, and legacy.
🔹 Family Office Functioning Services – Managing the end-to-end process by liaising with the best experts in the industry.
🔹 Governance & Compliance – Ensuring adherence to best practices in wealth structuring, legal frameworks, and multi-generational planning.
MBA from IBS, BBM, Bangalore University
Experience: (18+ years)
Reliance Capital (1.5 years)
Client Associates (13.5 years)
Last Assignment:
Executive director, Client Associates managing the Bangalore & Coimbatore practice, key member of the Investment Committee
Diverse experience of managing ultra wealthy families across segments of CXO’s, start up founders, promoters and professionals.
Core Principles:
Discipline in all aspects, build relationships through trust and transparency.
MBA from RV Institute of Management
Prior Experience: (18+ years)
Edelweiss Financial Services (1.2 years)
Client Associates (6 plus years)
Last Assignment:
Associate, Client Associates
Experience of Assisting advisors in daily operations and client management.
Core Principles:
Commitment, integrity, and strong relationships.
Current Position:
AVP Compliance Officer at Credcap Consultants LLP