Credilent Capital is a trusted investment firm in Pune. We go beyond fund selection by understanding your tax situation, financial objectives, and overall investment requirements.
Based Planning
As an AMFI-registered mutual fund distributor, we help you navigate fund selection, portfolio construction, and rebalancing across market cycles- with a disciplined, goal- aligned approach to wealth creation.
Our team combines deep financial expertise with real-world tax knowledge to make every investment decision work harder for you.
We factor in LTCG, STCG, and indexation — not just past-performance rankings.
Mutual funds, insurance, fixed income, and loan against securities — all under one roof, with a complete view of your financial requirements.
Track your portfolio 24/7 online, backed by experienced professionals who are always ready to provide personalized guidance.
We follow a disciplined, research- driven investment process instead of chasing market trends.
Clear communication and complete transparency in every recommendation. Build on trust, integrity, and long- term client relationships.
From your first SIP to protecting your family’s future — every financial need, one trusted partner.
Goal-based SIPs, lump sum investments, and portfolio rebalancing across equity, debt, and hybrid funds.
Comprehensive estate planning to ensure smooth wealth transfer across generations — protecting what you’ve built for the people who matter.
Bonds, NCDs, FDs, and sovereign gold bonds for the stable foundation of your portfolio.
Unlock liquidity from your mutual fund and equity portfolio without redeeming — competitive rates, quick processing.
Professionally managed portfolios tailored to your investment objectives, risk appetite, and wealth creation timeline.
Insurance plays an important role in safeguarding your family’s financial well-being and protecting valuable assets against unforeseen events.
No paperwork hassle. We handle everything digitally.
WhatsApp or call. Tell us your goals — retirement, child's education, wealth building, or tax saving.
We analyse your risk profile, tax bracket, and timeline to build a personalised strategy.
Complete KYC online, sign up on our portal, and begin your SIPs — all from your phone.
Track your portfolio anytime. We do periodic reviews and rebalance when markets shift.
Check and monitor your investments in real time.
Invest, switch, and redeem your mutual funds with ease and convenience.
Access detailed reports, including Annual Realized and Unrealized Capital Gain/Loss reports.
With Credilent Capital, you just need to Sit Back, Relax and Watch your Money Grow !!
Every rupee has a purpose. We match your investments to what truly matters.
"I want my money to outpace inflation and benefit from the power of compounding."
Equity-focused SIPs and diversified portfolios designed for long-term capital appreciation.
"I want to secure my child's education — no compromises."
Goal-dated plans with systematic step-ups to match education inflation year over year.
"I don't want to depend on anyone after I stop working."
NPS, balanced funds, and SWP strategies to build a reliable monthly income stream.
"My family should be secure — no matter what happens."
Term insurance, health cover, and emergency fund — the foundation before any investing.
Invest in
Mutual Fund schemes
Access a hand-picked list of funds
Check your portfolio anytime, anywhere
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The questions every smart investor asks before getting started.
With over a decade of experience in wealth management, we bring in- depth research and a disciplined, goal- based approach to every portfolio- not last year’s top performer. We build portfolios around your risk profile and time horizon, using structured SIP/STP strategies and regular rebalancing to keep you on track.
Share your CAMS/KFintech statement or app screenshots, and we'll do a free portfolio health check — overlap analysis, risk alignment, and tax efficiency.
You can start a mutual fund SIP with as little as ₹500/month. There's no minimum portfolio size to work with us — whether ₹5,000 or ₹50 lakhs, you get the same quality of advice.
Your investments are held directly with the AMC (SBI, HDFC, ICICI MF, etc.) in your name — not ours. We are the distributor. Your money 100% yours with the fund house.
Start with a free, no-obligation conversation. Share your goals — we’ll chart the path forward.
A trusted investment advisory helping individuals and families invest with clarity, discipline, and tax-efficiency.
Risk Factors — Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performance may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. We deal in Regular Plans only for Mutual Fund Schemes. We are not a Registered Investment Advisor and we do not charge any fee to our clients.
AMFI Registered Mutual Funds Distributor | ARN-359303 | Valid: 22/04/2026 – 21/04/2029
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