About Us
OUR VISION
To add a personal dimension to wealth management practices, and to become a trustworthy
alliance for enabling people to bring their goals and ambitions to life.
OUR MISSION
To grow with our clients by recognizing their distinct interests and safeguard these via
professional financial services, knowledge and understanding.
OUR THOUGHT :
Our services are provided for the optimum security of your present and future assets. At
Crescita Wealth, we find the solutions to safeguard your interests, with objective analysis
and effective expert guidance.
Our services are goal oriented and tailored to suit our client’s ambitions. You dream and we
shall become a part of your journey to realize it! We believe that every client has a dream,
which is unique, and so should our services be.
LEADERSHIP
NEHA PARIKH
Founder, Crescita Wealth
Crescita Wealth is founded by Neha Parikh, who has worked extensively in research and
nurturing of the relationship between the client and the firm. Neha has graduated with a
B.A. degree with Economics as her specialization and also holds a Certification for
Financial Planning (CFP). She brings this wholesome industry experience and academic
excellence to Crescita Wealth, which focuses on building a client based work ethic.
OUR SERVICES
We offer wealth management solutions and cater to our clientele not just as a financial
advisor but as your well-wisher. Our services are curated to suit every client’s personal
interest, and we strive to do this with utmost transparency. Our principle is to appreciate the
client’s experience, and not to differentiate our efforts on any basis. At Crescita Wealth, we
welcome you to a space of shared knowledge, mutual trust, and professional guidance.
1. MUTUAL FUNDS
2. BONDS