About Credence Capital Advisors
Credence Capital Advisors is a Business Services company based in Mumbai (India) founded in 2015. It offers financial planning and wealth management for individuals and SMEs. It operates on a B2B and B2C model in Business Services and Financial Services sectors. Its Indian entity Credence Capital Private Limited reported revenue of ₹14.2 Lakh. Credence Capital Advisors offers products and services including Financial Planning, Wealth Management, NRI Advisory, and SME Advisory. Its focus areas include Finance, Wealth Management, Advisory Services and SME Support. Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Credence Capital Advisory Private Limited is a financial advisory firm based in Mumbai, India, specializing in wealth management, investment advisory, and SME support. They deliver customized services including risk profiling, asset allocation, and taxation management to individuals, businessmen, and employers. The firm also assists SMEs with fundraising, budgeting, and compliance, drawing on a team of experienced professionals to ensure optimal financial strategies and client satisfaction.
- Headquarters Mumbai, India
- SectorsBusiness ServicesFinancial Services
- Email••••••••
- Phone•••• ••••
- Website credencecapitaladv.com
- Legal Name Credence Capital Private Limited
- Date of Incorporation 26 May, 2015
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹14.2 Lakh
FY 2025 · +31% YoY
- Net Loss-₹41,096
FY 2025 · -3% margin
- EBITDA-₹53,317
FY 2025 · -4% margin
Associated legal entities of Credence Capital Advisors
Credence Capital Advisors operates through Credence Capital Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Credence Capital Private Limited CIN U74900MH2015PTC264838 | Active | 26 May 2015 | Vasai, Maharashtra | ₹0.1 Cr | 2 | View details |
Products & Services of Credence Capital Advisors
Credence Capital Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Management, NRI Advisory, and SME Advisory.
Service for creating personalized financial strategies and goals.
Managing assets through risk profiling and optimal allocation.
Advisory for non-resident Indians on investments and compliance.
Assistance with fundraising, budgeting, and statutory compliance for SMEs.
Board of directors of Credence Capital Private Limited (Credence Capital Advisors)
Credence Capital Private Limited is the primary company behind Credence Capital Advisors. The board of Credence Capital Private Limited currently have 2 directors; the longest-serving is Sagar Jayesh Sangani, appointed in 2015. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sagar Jayesh Sangani DIN 06989611 | Director | 26 May 2015 | 11 yrs 5 mo | Credence Capital Private Limited |
| Mitali Dilip Somaiya DIN 07474564 | Director | 30 Jul 2024 | 2 yrs 3 mo | Credence Capital Private Limited |
Financials of Credence Capital Advisors
Figures of Credence Capital Private Limited, the primary company behind Credence Capital Advisors, for FY 2025. Revenue was ₹14.2 Lakh (+31% year on year). Net loss was -₹41,096 (-3% margin). EBITDA was -₹53,317 (-4% margin). Revenue has grown at a compounded annual rate of -14% over three years and -8% over five years.
- ₹14.2 LakhRevenue · FY 2025 · +31% YoY
- -₹41,096Net loss · -3% margin
- -₹53,317EBITDA · -4% margin
- ₹1 LakhPaid-up capital
- -14%Revenue CAGR, 3 years
- -8%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Credence Capital Private Limited are on its company page.
Detailed financial statements for Credence Capital Advisors
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
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Verified entity values are shown only after access is granted.
Similar companies to Credence Capital Advisors
Credence Capital Advisors has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of Credence Capital Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Credence Capital Advisors
Websites that share an audience with Credence Capital Advisors (credencecapitaladv.com).
Websites whose visitors overlap most with Credence Capital Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| credencefamilyoffice.com | 92% | View details |
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Frequently Asked Questions about Credence Capital Advisors
Credence Capital Advisors was founded in 2015.
Credence Capital Advisors is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
The primary company behind Credence Capital Advisors, Credence Capital Private Limited, reported revenue of ₹14.2 Lakh for FY 2025, up 31% year on year.
Credence Capital Advisory Private Limited is a financial advisory firm based in Mumbai, India, specializing in wealth management, investment advisory, and SME support. They deliver customized services including risk profiling, asset allocation, and taxation management to individuals, businessmen, and employers. The firm also assists SMEs with fundraising, budgeting, and compliance, drawing on a team of experienced professionals to ensure optimal financial strategies and client satisfaction.
Credence Capital Advisors's top competitors include UTI Mutual Fund, Avendus and 360 One.
Credence Capital Advisors offers Financial Planning, Wealth Management, NRI Advisory, and SME Advisory.
Credence Capital Advisors operates through Credence Capital Private Limited.
The legal entities of Credence Capital Advisors currently have 2 directors, including Sagar Jayesh Sangani, Mitali Dilip Somaiya.