Scope of Work
At Credel Capital, our services are client centric, with investments being determined by their suitability to meet your requirements. We review and rebalance your investments dynamically considering the changing market conditions.
The vital elements as part of our financial service offering involve:

Investment Execution and Monitoring

The portfolio’s asset allocation will be determined by your investment preferences, in conjunction with your time horizon and cash flow requirement.

Investment execution of transactions is done depending on your comfort level with different products, your constraints on certain investments, liquidity requirements and the market outlook.

The scope of our investment avenues would cover the following:
  • Equities, through investments in Equity and Hybrid Mutual Funds, Portfolio Managed Services and Primary market issues.
  • Debt instruments through Bonds, Fixed Deposits (FD), Non-Convertible Debentures (NCD) and Debt oriented Mutual funds.
  • Other instruments like Private Equity Funds, Alternate Investment strategies, Structured products, Insurance etc.
Tax Compliance

We have engaged an accounting firm to develop, draft and file your tax returns with the appropriate authorities, along with providing you advice on tax for saving on capital gains, salary structuring and other tax saving avenues.

Estate Planning

We have partnered with one of the best firms, globally, in this space for our clients who wish to ring-fence their assets by creating a Trust or writing a detailed Will.

Reporting

Your portfolio will be accessible through the web, updated on a daily basis, which will be a single, integrated view of your total assets.

Advantages
  • Our size gives us the ability to be more agile in our decision making, and quick in our response to client queries.
  • Lack of attrition ensures stability and consistency of service.
  • Confidentiality is maintained as there is no movement of key management across organisations.
  • We directly interact with fund managers regularly where we receive primary information on their investment strategies and market views.
  • Mutual fund investments are executed online through the NSE platform which reduces time and paperwork. This allows us to make changes with greater flexibility and a quick turnaround time.
  • We have a multi-asset repository software, where all your investment details will be available online with an option to update your insurance policy details.
  • We ensure seamless transmission of shares and mutual fund units held by a deceased unitholder to the nominee or to the legal heirs.
“Simple can be harder than complex:
You have to work hard to get your thinking clean to make it simple.
But it’s worth it in the end because once you get there, you can move mountains.”

– Steve Jobs