Finacrest serves small & medium size organizations
in all kinds of Investment Services –
Mutual Funds, General Insurance, Life Insurance,
Financial Planning,Equity Markets…Read More
Finacrest Wealth Pvt. Ltd. is a leading Investment Consultancy in Jamshedpur. Since its inception in 2006, the company has been on the path of continuous growth. The company caters to a handsome number of people in and around Jamshedpur. Looking at the growing trends of investment in people Finacrest Wealth has expanded its operations .Now we are a vertically integrated investment solutions company having significant presence among the investors in Kolkata, Ranchi, Bokaro, Dhanbad, Delhi,Mumbai and other cities also. Our primary objective is to deliver a timely and sincere advice to our clients, and the final objective is to see that all our client benefit from our advice. To pursue our commitments to clients we have a team of experienced people who have good hands in investment services. We are a firm believer of “success hinges on passion for excellence”.
Finacrest Wealth Pvt. Ltd is one of the most active trading organization in Jamshedpur. We are currently managing investments for all categories of investors viz . Business People, Salaried Individuals, Doctors, Professionals etc.
We at IEA believe in working in association with our clients in order to find out about their plans, needs, risk profiles and targets which helps us in designing an investment portfolio that suits perfect.
We see every investor as unique so the every solution has to be unique. We follow a step by step portfolio construction technique in order to get to the ideal Portfolio that matches with individual requirements. We have seen that the our active potrtfolio management service has given good returns, despite the downsides that have occurred in the market. Finacrest Wealth trading service offers online as well as offline trading & demat accounts for investors who are looking for the ease and convenience and hassle free trading experience. This is provided in association with our Trading Partner Kotak Securities Ltd. We at Finacrest Wealth provide the entire gamut of financial services to our clients right from Mutual fund advisory services, Insurance planning, tax planning, Comprehensive Financial Planning, Investment in structured debt products, Portfolio management services, Fixed income securities ,corporate bonds etc. We invite you at Our office in Jamshedpur to experience our financial services.
About Promoters of the Company
Mrs. Deepti Patel and Mr. Savak R Patel are the visionaries who started Finacrest Wealth in the year 2006-the investment consultancy. They have a clear aim to provide a high class investment and portfolio management service to their investors. To shape their vision into a reality they run the company with their principles of transparency, honesty & integrity and nourished it with their rock solid commitment for excellence. Professionally both are Commerce Graduates with a rich experience of more than 20 years combined.
Mrs. Deepti completed her management in the year 2003 from Symbiosis Centre for Management & HRD, Pune. She worked with IDBI Bank and Centurion Bank of Punjab for a span of 5 years gaining expertise in various aspects to Financial Industry.
Mr. Savak, alumni of Sydenham College, Mumbai has worked as Head of Cash Office for 8.5 years at Tata Steel, Jamshedpur. Both the promoters bring in with themselves experience in finance and corporate relationship management. Their exceptional leadership skills, outstanding commitment and disciplined style of working have fostered Finacrest into a leading investment consultant, justifying the words that “the future belongs to those who believe in the beauty of their dreams”.