Planning Beyond the Present.
Designing financial structures that evolve with your life and legacy.
Learn About Our ProcessOur planning framework integrates investment, liquidity, and estate considerations — uniting short-term flexibility with long-term clarity.
Every decision is designed to preserve what matters most.
A Structured Approach to Flexibility.
We believe great planning is about design — balancing data and intent. Every plan is tailored through insight, not instinct.
Discovery
We begin by understanding your complete financial picture, family dynamics, and long-term aspirations.
Structuring
We design a tailored framework that balances protection, growth, and liquidity across your wealth.
Stewardship
We provide ongoing oversight, adapting your plan as life evolves and opportunities emerge.
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Let's discuss how thoughtful planning can bring clarity to your financial future.
Schedule a DiscussionBacked 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.