Investments, insurance, wealth services and portfolio technology for families who think in decades.
Start a conversationInvestor LoginBuilt to last decades.
Families who built over decades deserve products explained, costed and understood before they commit.
Crescendo Finserv has served promoters, founders and multi-generational families from Mumbai since 2013, across India and NRI markets. We bring clear product information, plain risk disclosure and one dependable relationship.
75+ families served across India and abroad. Established in Mumbai in 2013. 4 areas of work: investments, insurance, wealth services and technology.
Eight ways to hold investments.
Each commits your money differently. Choose one to see how.
Insurance for you and your business.
We are your insurance partner, from the first conversation to the claim.
We explain the benefits, exclusions and premiums, place your cover with the insurer that fits, and look after servicing and claims. The policy itself is issued by the insurer.
One view of everything you hold.
Portfolio and accounting software for families, family offices and registered investment advisers.
All your wealth, togetherMutual funds, stocks, PMS, AIFs, bonds and debt, real estate, bullion and insurance in one report.
Futures and options moduleTrack F&O positions, trades and profit and loss alongside everything else.
Automatic importsContract notes, bank statements and other statements come in automatically, ready to reconcile.
Made for families and advisersConsolidate across family members, entities and clients, with accounting built for family offices.
Imports depend on the file formats and sources supported.
How we work with you.
There are five steps. Drag sideways or press Next to see them all.
Questions families ask.
What are you building?
Tell us about it.
Prefer to talk?
info@crescendofinserv.in
+91 80970 32001
Parshva Sadan, 228 Dr. Annie Besant Road, Worli, Mumbai 400030, India
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Wealth services beyond products.
Succession, liquidity and paperwork, handled with specialist partners.
Run your own numbers.
Four simple calculators. Change a figure and the result updates.
Disclosures.
Mutual fund distribution
Saahil Shah · AMFI-registered Mutual Fund Distributor · ARN-84803 · valid until 9 November 2028
Saahil Shah HUF · AMFI-registered Mutual Fund Distributor · ARN-311246 · valid until 16 October 2027
Brand: Crescendo Finserv.
Parshva Sadan, 228 Dr. Annie Besant Road, Worli, Mumbai 400030, India
Products and providers
Policies are issued by the respective insurers and are subject to their terms. PMS offerings are provided by registered portfolio managers, and AIFs are managed by their respective fund managers. Each is subject to its own terms, eligibility and regulation. Crescendo Finserv facilitates access within its applicable arrangements.
Risk
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. Debt and structured products may involve credit risk, liquidity limitations and capital loss. A stated yield is not necessarily the realised return. Calculators are illustrative, use assumptions you enter and do not predict returns. Borrowing against securities carries the risk that pledged holdings may be sold if values fall or dues are missed. Legal, tax and lending services are provided by independent professionals and lenders under their own terms. Product terms and official documents prevail.
Grievances and policies
Grievances: +91 91461 78720 · help@crescendofinserv.in
Privacy policy and terms of use: [to be added]