OUR THOUGHT

Our services are provided for the optimum security of your present and future assets. At Crescita Wealth™, we find the solutions to safeguard your interests, with objective analysis and effective expert guidance.

Our services are goal oriented and tailored to suit our client’s ambitions. You dream and we shall become a part of your journey to realize it! We believe that every client has a dream, which is unique, and so should our services be.

CLIENT ENGAGEMENT PROCESS

Establish

First, we communicate with the clients and establish their priorities and interests.

Collect

Then we proceed to gather our client’s earlier portfolios and streamline these with our knowledge and professional skills, with our client’s approval at every step.

Analyze

A thorough insight provides us with earlier problems faced by the clients, potential future risks and a keen understanding of where we need to apply solutions.

Develop

Together we create a suitable portfolio based on the analysis and the client’s individual interests.

Implement

After covering all corners, we put the plan into action and focus on implementation of the strategy.

Review

The process does not end on execution of plan. A constant review system helps us stay updated with current trends and the client’s evolving requirements as per their lives.

LEADERSHIP

NEHA PARIKH

Founder, Crescita Wealth™

Crescita Wealth™ is founded by Neha Parikh, who has worked extensively in research and nurturing of the relationship between the client and the firm. The firm is a AMFI registered mutual fund distributor. Neha has graduated with a B.A. degree with Economics as her specialization and also holds a Certification for Financial Planning (CFP). She brings this wholesome industry experience and academic excellence to Crescita Wealth™, which focuses on building a client based work ethic.

Here's her interview with EQand on importance of financial planning for women & how emotions play a big role in one’s financial planning.

Article on EQand.com

Building connections across the globe

Our prestigious clients come from a network of companies and individuals spread across the various countries.

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