Advisory Built Around You.

Bespoke financial guidance that aligns your goals, values, and legacy.

Our RIA practice offers comprehensive financial advisory for individuals, families, and institutions.

We integrate investment, structure, and strategy — ensuring clarity and confidence across every decision.

Partnership, Perspective, Precision.

Partnership

We invest time in understanding before advising.

Perspective

Every recommendation reflects the bigger picture — not just the next move.

Precision

Advice guided by data, delivered with care.

Discover a Better Way to Plan.

Our advisors bring clarity to complexity — discreetly and purposefully.

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Backed by Leading VCs

Supported by world-class venture capital firms who share our vision for enduring value creation.

Regulatory

Mandatory Disclosures

Registration & Identity

Complete Name (as registered with SEBI)

Crest Capital Management Private Limited

Trade Name

Crest Capital Management Private Limited

BSE Enlistment No.

2302

CIN

U66190MH2024PTC437338

Type of Registration

Non-Individual

Registration Number

INA000020907

Validity of Registration

07 August 2025

Complete Address

B/601, Lantane Mahindra S, LBS Marg, Bhandup (West), Mumbai – 400078

Key Officers

Principal Officer

Pramesh Chand

+91 78209 77153 pramesh@crest-group.co

Compliance Officer

Zuhaib Tufail Khan

+91 98713 96555 zuhaib@crest-group.co

Grievance Officer

Zuhaib Tufail Khan

+91 98713 96555 zuhaib@crest-group.co

Corresponding SEBI Regional / Local Office

SEBI Regional Office — Western Region

SEBI Bhavan BKC, Plot No. C4-A, G Block, Bandra Kurla Complex,
Bandra (East), Mumbai – 400 051

+91-22-26449000

Compliance Audit Status

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of Securities and Exchange Board of India (Investment Advisers) Regulations, 2013:

Sr. No.	Financial Year	Audit Status	Remarks
1	FY 2024-25	NA	—
2	FY 2025-26	In Progress	—

Lodge a Complaint

SEBI SCORES Portal SMART ODR

Standard Warning

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Disclaimer

Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.