Creative solutions
crafted for you
We understand that you need the flexibility to pick and choose the services and products that fit your exact requirements. At Credence, our strength lies in putting our minds together to give you exactly what you need so that you can focus on more important things.
Wealth management
We go through an extensive consultative process to select well-researched ways in which you can manage your wealth. We help to:
Curate your investment opportunities
Eliminate conflict by aligning interests
Capture best-in-class opportunities across geographies
Partner with the best investment managers, bankers, and brokers around the world
Create innovative solutions that reduce your portfolio costs
Provide services that also cover risk management, portfolio monitoring, and comprehensive global reporting
Strategic tax planning and structuring
We demystify the complicated world of taxation for you. We help to:
Optimize tax structures across multiple jurisdictions
Prepare, plan, and file taxes – across multiple jurisdictions
Adhere to post-filing compliances and assessments
Maintain and update your tax bookkeeping system periodically
Bookkeeping and record management
We know how important your personal and financial documents are to you, and you can be rest assured knowing that they are in safe hands. We help to:
Create checklists of critical documents
Collect important documents from you periodically
Review your documents and identify gaps
Store and back up your documents safely in multiple, easily retrievable formats that are available to you at all times
Business advisory
We map the gaps in your business and guide you to the correct path. We help to:
Create a customized business strategy for you
Build advisory boards
Recruit the right kind of talent
Assist you in transactions including raising capital, mergers and acquisitions, and entering into international markets
Bring business synergy and access through our enhanced network
Estate planning and legal services
We give you comprehensive options to plan a safe and secure future for your beneficiaries. We help to:
Choose the right vehicle (will/trust/gift) depending on the complexity of your family structure
Draft and vet business and individual contracts, wills, trust deeds, gifts, and others
Assist with credible legal opinion to resolve disputes, plan your estate, manage immovable property, or create a legal heirship and succession certificate
Risk management
We offer innovative solutions that ensure you, your loved ones, and your cherished possessions are protected and well prepared against challenges that you may come across at different points in time. We help to:
Identify service providers that are best in the industry and work with them to design customized global risk mitigation solutions that best meet your unique needs, domestically as well as internationally
Recommend the right insurance vehicle (health, life, and general insurance) that will help mitigate different types of risks
Choose the appropriate brand best suited for you, your family, your business, and for other material assets
Facilitate the transaction on your behalf with the best in the industry
Offer a platform to provide the appropriate plan and facilitate the entire process of pre- and post-purchase of an insurance plan and also assist in coordinating with the insurer at the time of claim process on your behalf
Real estate, lending, and debt restructuring
We cover every real estate need that you may have including advisory and transactional services. We also facilitate all your loan requirements (if any). We help to:
Evaluate your portfolio and advise on the hold/exit strategy. We also suggest ways to optimally monetize existing real estate holdings as appropriate
Identify the right partners for a joint venture when required
Make your title documents current and sale-ready
Provide end-to-end support for pre- and post-transaction requirements, including buying, selling, renting, leasing, or co-investing
Restructure your debt, and optimize your capital
Facilitate all types of business and individual loans, including credit facilities
Coordinate with lenders to get you the best lending structures as per your requirement
Mentorship academy
We know the importance of having access to fresh perspectives, expertise, and support especially when you need to make critical decisions. With this in mind, we offer a unique mentorship academy that acts like a coach, a sounding board, and a mentor all rolled into one. We help to:
Provide counsel across topics and sectors such as inducting the next generation, separating management and ownership, building strategic advisory boards, following industry best practices, among others
Give you a safe space for all your queries without any judgment
Provide unique opportunities for interactions and engagements within our exclusive network
Philanthropy
We offer customized solutions to our clients to engage in meaningful and impactful philanthropy, whether it is in their personal capacity or as part of their company’s CSR initiatives. We help to:
Provide solutions whether it is for ongoing projects, or for one time only
Give counsel if you wish to set up and run a foundation
Partner you with the right advisor if you need help with your philanthropic vision
Concierge
We provide concierge services to cover essential requirements that may be mundane and time-consuming. We help to:
Pay your property tax
Update your KYC and other nominations
Liaison with bankers
Keep your records up-to-date
