Kredere Wealth Partner

Kredere Wealth Partner is a Wealth Management Boutique, founded and managed by a group of specialists with over 50 cumulative years of experience, and diverse skill sets. While the nucleus of our offering is Wealth Advisory and Management, we also provide niche services through a network of leading specialists, spanning the following verticals:
Risk Profiling, Asset Allocation
Investment Advisory and Execution
Rationalisation and Optimisation of Tax
Investment Review and Consolidated Reporting
Family Advisory & Succession Planning
Corporate Advisory and Debt Syndication
Mergers & Acquisitions
Real Estate Advisory and Execution

Personal Attributes
Candidate must be extremely organized in terms of paperwork, filing, documentation (both physical and electronic)
Attention to detail and accuracy
Ability to multitask and handle multiple client requirements at once
Positive communication and interpersonal skills

PRODUCTS

Mutual Funds
KYC Documentation & Processing
Checking CKYC Compliance




Obtaining Risk Profilers for All Investors
Transactions: Purchase, Redemption, Switch, STP, SWP, SIP, NFOs incl. FMPs
Demat & Remat of Funds
Transfer, Gift and Transmission of Funds
Lien Marking, Lien Removal
Change of Bank Mandate, Nominee, Sub-broker code, E-mail ID, EUIN,
Registration of POAs
Sending Statement of Accounts to RMs/Clients

Direct Equity
Demat, Broking and F&O; Account Opening (Individuals & Non-Individuals)
IPO Applications
Margin Funding
Executing off-market and on-market transfers
Demat Mutual Fund Transactions (Purchase, Redemption etc.)
Statement Generation – Holding statement, Ledger, Capital Gains, Transactions
Pay-in, Payout, MTM Margin Tracking

Debt Syndication – Document processing for:
Term Loan – LAP, LAS, LRD
Overdraft
IPO Funding
Margin Funding
Account Opening

AIFs, NCDs, Structured Products

Equity and Debt PMS

Industry
Financial Services

📌 Senior Manager Client Servicing & Wealth Operations Mumbai
🏢 Kredere Wealth Partner
📍 Mumbai