Crest Wealth Management Private Limited is a SEBI registered boutique Investment Company. We provide investment management services for family offices and high net worth individuals with a focus on superior risk-adjusted returns.
Crest Wealth Management Private Limited is promoted by Crest Ventures Limited, Duesberg Bosson Financial Services Pvt Ltd.
Crest Ventures Limited is a Non-banking Finance Company (NBFC) registered with Reserve Bank of India. Crest Ventures Limited has three business verticals viz. Investments, Financial Services and Real Estate.
Duesberg Bosson Financial Services Pvt. Ltd. is a financial services company comprising of a boutique investment bank and a strategic advisory business.
Mr. Balaji Vaidyanath
Portfolio Manager, Emerging Blue Chip Strategy
- Crest Wealth
- Industry Experience: 10 years