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

Pooja Shah

Founder & Managing Partner at Credel Capital Financial Services LLP

Pooja has more than 16 years of experience in core and specialized financial services, including insurance and Wealth Advisory at Allegro Capital Advisors, Aditya Birla Wealth & Kotak Wealth Management. She is a commerce graduate from St. Joseph’s College of Commerce, holds a Post Graduate Diploma in marketing management from St Joseph’s University as well as professional certifications from AMFI & NISM for Mutual funds.

Bhavna Samtani

Founder & Managing Partner at Credel Capital Financial Services LLP
With over 15 years of experience in Private Banking & Leadership, Bhavna has worked with some of the marquee Wealth Management firms in the country like Allegro Capital Advisors & Kotak Wealth Management prior to Credel. She is a Commerce Graduate from St. Joseph’s College of Commerce with a specialization in Security Analysis and Portfolio Management. She holds professional certifications V-A and XXI- A from AMFI and NISM for Mutual Funds and Portfolio Managed Services. She has successfully completed the program Financial Goal Planner – Advance Level conducted jointly by NSE Academy Limited and PGP Academy and is also a Certified Financial Planner from the Financial Planning Services Board.

Shanay Aras

Founder & Managing Partner at Credel Capital Financial Services LLP
Shanay comes with a decade long Wealth Management and Advisory experience, specializing in business development and open market acquisitions. Prior to Credel, he acquired extensive on the ground experience at Allegro Capital Advisors where he started his Wealth Management career. He has done a 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 and holds professional certifications V-A and XXI- A from AMFI and NISM for Mutual Funds and Portfolio Managed Services. He has also successfully completed the program Financial Goal Planner – Advance Level conducted jointly by NSE Academy Limited and PGP Academy.
“Working hard for something we don’t care about is called stress:
Working hard for something we love is called passion.” 

– Simon Sinek