9930687576 Phone
NEHA@CRESCITAWEALTH.COM Email

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

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

What are mutual funds?

A Mutual Fund (MF) is formed when capital collected by various investors is invested in purchasing company shares, stocks, or bonds. Shared by thousands of investors, mutual funds investments are collectively managed by a professional fund manager to earn the highest possible returns. This is how mutual funds work, not only in India but, anywhere in the world.

Investing in Mutual Funds is the easiest way to grow your wealth. The fund manager’s expertise is an important factor to consider while choosing the fund. All Mutual Funds are registered with the Securities Exchange and Board of India (SEBI) and hence, your investment is safe.

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Contact Us

Phone

9930687576
Email NEHA@CRESCITAWEALTH.COM
Address: 93 BHULABHAI DESAI ROAD, GEETABHAVAN C WING 11 NO. 1ST FLOOR

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