Advisory Built Around You.
Bespoke financial guidance that aligns your goals, values, and legacy.
Explore Our ServicesOur RIA practice offers comprehensive financial advisory for individuals, families, and institutions.
We integrate investment, structure, and strategy — ensuring clarity and confidence across every decision.
Partnership, Perspective, Precision.
Partnership
We invest time in understanding before advising.
Perspective
Every recommendation reflects the bigger picture — not just the next move.
Precision
Advice guided by data, delivered with care.
Discover a Better Way to Plan.
Our advisors bring clarity to complexity — discreetly and purposefully.
Book a ConsultationBacked by Leading VCs.
Supported by world-class venture capital firms who share our vision for enduring value creation.
Regulatory
Mandatory Disclosures
Registration & Identity
Complete Name (as registered with SEBI)
Crest Capital Management Private Limited
Trade Name
Crest Capital Management Private Limited
BSE Enlistment No.
2302
CIN
U66190MH2024PTC437338
Type of Registration
Non-Individual
Registration Number
INA000020907
Validity of Registration
07 August 2025
Complete Address
B/601, Lantane Mahindra S, LBS Marg, Bhandup (West), Mumbai – 400078
Key Officers
Corresponding SEBI Regional / Local Office
SEBI Regional Office — Western Region
SEBI Bhavan BKC, Plot No. C4-A, G Block, Bandra Kurla Complex,
Bandra (East), Mumbai – 400 051
+91-22-26449000
Compliance Audit Status
Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of Securities and Exchange Board of India (Investment Advisers) Regulations, 2013:
| Sr. No. | Financial Year | Audit Status | Remarks |
|---|---|---|---|
| 1 | FY 2024-25 | NA | — |
| 2 | FY 2025-26 | In Progress | — |
Lodge a Complaint
Standard Warning
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer
Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.