About Cresta Wealth
Cresta Wealth is a Financial Services company. Financial planning, investment solutions, tax optimization, and retirement services in India. Its Indian entity Cresta Wealth Private Limited reported revenue of ₹59.8 Lakh. Cresta Wealth offers products and services including Financial Planning and Investment Solutions. Its focus areas include Wealth Management, Financial Planning, Investment Advisory and Insurance and Estate Planning.
Company details
Cresta Wealth is known for providing services in financial planning and wealth management that simplify personal finance. Personalized financial blueprints are developed to understand clients passions and goals, incorporating strategies for investments, taxes, retirement, insurance, and estate planning. The company serves various groups, including salaried professionals, business owners, senior citizens, and NRIs, with processes that involve data gathering, analysis, and regular reviews to adapt to life changes. A commitment is made to guide clients through their financial journeys with tailored solutions.
- SectorsFinancial Services
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- Legal Name Cresta Wealth Private Limited
- Date of Incorporation 08 May, 2023
- Jurisdiction Pune, Maharashtra, India
- Indian entity revenue₹59.8 Lakh
FY 2025 · +11715845% YoY
- Indian entity net profit₹1.9 Lakh
FY 2025 · 3% margin
- Indian entity EBITDA₹2.5 Lakh
FY 2025 · 4% margin
Associated legal entities of Cresta Wealth
Cresta Wealth operates through Cresta Wealth 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 |
|---|---|---|---|---|---|---|---|
| Cresta Wealth Private Limited CIN U66190PN2023PTC220414 | Active | 08 May 2023 | Pune, Maharashtra | ₹0.6 Cr | 2 | View details |
Products & Services of Cresta Wealth
Cresta Wealth offers a comprehensive portfolio of products and services, including Financial Planning and Investment Solutions.
Financial roadmaps are created to align with authentic life goals, offering a fresh approach to planning that is tailored to individual needs.
Bespoke investment strategies are developed to match life goals, portfolio performance, tax strategies, and risk tolerance for comprehensive wealth management.
Board of directors of Cresta Wealth Private Limited (Cresta Wealth)
Cresta Wealth Private Limited is the primary company behind Cresta Wealth. The board of Cresta Wealth Private Limited currently have 2 directors; the longest-serving is Vrushali Yogesh Pingle, appointed in 2023.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vrushali Yogesh Pingle DIN 10153694 | Director | 08 May 2023 | 3 yrs 5 mo | Cresta Wealth Private Limited |
| Yogesh Prakash Pingle DIN 10153695 | Director | 08 May 2023 | 3 yrs 5 mo | Cresta Wealth Private Limited |
Financials of Cresta Wealth
Figures of Cresta Wealth Private Limited, the primary company behind Cresta Wealth, for FY 2025. Revenue was ₹59.8 Lakh (+11715845% year on year). Net profit was ₹1.9 Lakh (3% margin). EBITDA was ₹2.5 Lakh (4% margin).
- ₹59.8 LakhRevenue · FY 2025 · +11715845% YoY
- ₹1.9 LakhNet profit · 3% margin
- ₹2.5 LakhEBITDA · 4% margin
- ₹10,000Paid-up capital
Balance sheet, profit and loss, cash flow and ratios of Cresta Wealth Private Limited are on its company page.
Detailed financial statements for Cresta Wealth
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Frequently Asked Questions about Cresta Wealth
The primary company behind Cresta Wealth, Cresta Wealth Private Limited, reported revenue of ₹59.8 Lakh for FY 2025, up 11715845% year on year.
Cresta Wealth is known for providing services in financial planning and wealth management that simplify personal finance. Personalized financial blueprints are developed to understand clients passions and goals, incorporating strategies for investments, taxes, retirement, insurance, and estate planning. The company serves various groups, including salaried professionals, business owners, senior citizens, and NRIs, with processes that involve data gathering, analysis, and regular reviews to adapt to life changes. A commitment is made to guide clients through their financial journeys with tailored solutions.
Cresta Wealth offers Financial Planning and Investment Solutions.
Cresta Wealth operates through Cresta Wealth Private Limited.
The legal entities of Cresta Wealth currently have 2 directors, including Vrushali Yogesh Pingle, Yogesh Prakash Pingle.