Ekta Agarwal is an investment advisory professional with over 8 years of experience and a focused commitment to goal-based wealth creation and long-term financial planning. Her academic grounding in Commerce, NISM V-A certification, and deep hands-on experience in financial services give her a strong foundation in understanding investor behaviour, portfolio structuring, and systematic wealth building through mutual funds.
At Credilent Capital, Ekta works closely with individuals, families, and business owners across life stages — helping them navigate fund selection, asset allocation, and portfolio rebalancing with clarity and discipline. Her client-first approach ensures that every investment recommendation is tailored to the individual’s risk profile, time horizon, and evolving financial goals — not just market conditions.
Her approach is defined by transparency, consistency, and an unwavering focus on outcomes — making her a trusted partner for those looking to build, grow, and preserve wealth through disciplined mutual fund investing.
CA Sheetal Jindal is a seasoned financial professional with over 12 years of post-qualification experience spanning investment advisory, taxation, and wealth management. Her multidisciplinary qualifications — Chartered Accountancy, Company Secretaryship, and Commerce — combined with her formative years at KPMG, give her the analytical depth and structured thinking that defines the Credilent Capital advisory practice.
At Credilent Capital, Sheetal guides individuals, families, and business owners through goal-based mutual fund investing — covering fund selection, asset allocation, systematic investment strategies, and portfolio reviews. Her expertise in taxation and financial structuring ensures that every investment recommendation is aligned not just with return objectives, but with each client’s broader financial and life goals.
Her dual role as Co-Founder of Credilent Insurance Broker LLP and Founder of RERA360 gives her a uniquely integrated perspective — one that seamlessly connects mutual fund investing with risk protection and real estate — making her a trusted partner for clients seeking complete, long-term wealth planning.
CA Dolly Gandhi is a qualified Chartered Accountant with over 3 years of post-qualification experience spanning taxation, auditing, financial compliance, and risk advisory. Her strong analytical foundation and regulatory expertise give her a structured, detail-oriented approach to financial planning — one that ensures every client engagement is grounded in accuracy, compliance, and long-term thinking.
At Credilent Capital, Dolly works with individuals, families, and business owners to ensure their investment journeys are supported by sound financial planning and risk awareness. Her expertise in financial analysis and regulatory frameworks adds a layer of rigour to portfolio advisory — ensuring that wealth creation strategies are built on a compliant and financially disciplined foundation.
Through her role at Credilent Insurance Broker LLP, she ensures that investment portfolios are complemented by robust risk protection — bridging the gap between wealth creation and wealth preservation for individuals and businesses alike.
Explore diversified investment opportunities across Equity, Debt, and Hybrid Mutual Funds through a structured and goal-focused investment approach.
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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