Your partners for financial independence

We are a small team of highly motivated wealth asset managers who bring a combined experience of more than three decades to your benefit.

Let's connect and help us understand your next few year planning and our team of experts will craft the winning strategy towards your financial freedom.

Empowering Your Finances, Elevating Your Dreams, Securing Your Future.

Crown Crest FinServ provides expert guidance, personalized consultations, and innovative investment solutions tailored to diverse needs and thereby helps you attain Financial Freedom.

I want to be Fiancially Independent

SME IPO Fundraiser

Reach out to us for SME IPO and any kind of equity Fundraising requirements

I want to know more

Your partners for financial independence

We are a small team of highly motivated wealth asset managers who bring a combined experience of more than three decades to your benefit.

Let's connect and help us understand your next few year planning and our team of experts will craft the winning strategy towards your financial freedom.

I want to be Financially Free

We have all the products for you to choose from

Why Choose Us

Growth
Strategy

We plan your effective growth strategy

Investment Advisory

Our Team of investment experts at your disposal

Maximize
Returns

We optimize your investment by keeping con

Achieve Goals Quickly

With our smart planning, achieve your goals quickly

About Our Company

Crown Crest Finserv Private Limited is India’s leading provider of investment, trading, and broking services. We serve clients of all kinds and all sizes, from individuals and families to businesses and institutions. Our services include equity and derivatives trading, mutual fund investments, portfolio management, research and analysis, and much more. We are committed to providing our clients with the best possible service and advice and helping them meet their financial goals. Contact us today to learn more about how we can help you.

Client Testimonials

I was looking for a company that could help us with our insurance and investment consulting needs, and I found this. The Crown Crest Finserv is an investment management firm that provides financial services and investment consulting for their clients. They will help you get your finances in order so you can focus on your business. I like that they have a step by step process to financial guidance and investment consulting. I would definitely recommend this to someone looking for financial services and investment consulting.

Rakeash Goel

we were looking for a partner to help us get more revenue and were struggling to find one. We are so thankful that we found Crown Crest Finserv. They helped us to increase our revenue by a whopping 150% in just the first quarter of using their services. They are the ultimate partner when it comes to increasing your revenue.

Mayank Arora

We were in need of a financial services and investment consulting service and we found Crown Crest Finserv. This company provides us with all of the support we need to build and maintain a profitable and sustainable business. They helped us develop a plan to increase revenue, manage risk, reduce organizational costs and much more. They even guide us through every step of the process.

Pratiek Sinha

and many more clients

We help you carve out your own path to financial freedom

Please fill out this simple form and be on your way to the financial independence

Your partners for financial independence

We are a small team of highly motivated wealth asset managers who bring a combined experience of more than three decades to your benefit.

Let's connect and help us understand your next few year planning and our team of experts will craft the winning strategy towards your financial freedom.

Products We Offer

We have all the products for you to choose from

Stocks

Mutual Funds

Derivatives

Commodities

Currency

Insurance

SME IPOs

Primary Markets