ABOUT US

Credel is derived from the term “Create Delta” which means creating a finite increment. We aim to bridge the gap between your current financial position and future goal requirements.

We strive to create value by establishing and maintaining long term client relationships while growing your overall net worth.

Our founding partners Pooja Shah and Bhavna Samtani come with vast experience in the wealth management space.

Pooja Shah

  • Founder & Partner at Credel Capital Advisors LLP
  • 10 years + experience in Core and specialized financial services, including insurance and wealth advisory.
  • Prior experience in leadership and advisory positions at Allegro Capital Advisors, Aditya Birla Wealth & Kotak Wealth Management.
  • Commerce graduate from St Joseph’s College of Commerce with specialization in Marketing - Professional certifications from AMFI & NISM.

Bhavna Samtani

  • Founder & Partner at Credel Capital Advisors LLP
  • 10 years + experience in private banking & professional services in Allegro Capital Advisors & Kotak Wealth Management.
  • 8+ Years with Allegro Capital Advisors with last profile as group head.
  • Commerce graduate from St Joseph’s College of Commerce with specialization in Security Analysis and Portfolio Management - Professional certifications from AMFI, NISM and a Certified Financial Planner from the Financial Planning Services Board.

Shanay Aras

  • Partner at Credel Capital Advisors LLP
  • 4+ years Wealth Management and Advisory experience, with an in depth understanding of mutual fund portfolios and client expectation management.
  • Prior experience at Allegro Capital Advisors, specializing in business development, identification of High Net North Individuals and open market acquisitions.
  • Triple Major in Economics, Mathematics and Statistics with a concentration in Financial Economics and Econometrics from the St. Joseph's College Of Arts and Science Bangalore - Professional certifications from AMFI and NISM.