Empowering Families.
Building Legacies.
A bespoke solution between Single Family Offices and large institutional structures — delivering unbiased, transparent, and win-win wealth management on a foundation of trust.
19+
YEARS OF EXPERTISE
sEBI
REGISTERED ADVISORY
Bespoke
FAMILY OFFICE SERVICES
WHO WE ARE
A Trusted Partner for Your Family Office
CredCap optimizes and strengthens the capital pool, assets, and legacy of its clients through bespoke — yet simple and differentiated — solutions built on Trust and Transparency.
CredCap equips your internal team with the skill sets and industry insights needed to manage your family office professionally.
- Globally, super-wealthy families are seeking boutique setups for focused, customized, and non-conflicting engagement.
- Your Single Family Office becomes a client of our boutique structure, ensuring continuity and independence.
- Founder brings 14+ years of experience in private banking in India, serving large families with simple and complex structures.
- Independent boutique structure enables collaboration with the best minds in the industry.
OUR PHILOSOPHY
Optimise and strengthen the capital pool, assets and legacy of our clients
WHAT WE DO
Family Office Services
Investment Advisory
Asset allocation, due diligence, tax optimisation and performance reporting
Family Governance
Family council, succession planning, risk policy and business governance
Taxation, Legal & Compliance
Compliance calendar, multi-jurisdiction teams, tax and legal liaison
Estate
Planning
Asset consolidation, generational wealth transfer and legal structures
Transactions — Unlisted & Real Estate
Due diligence, deal making, financial modelling and exits
Bookkeeping & Back Office
Books of accounts, audit, TDS, GST and document management
Family Budget & P&L
Annual budget, P&L tracking, variance analysis and loans recording
Philanthropy Planning
Philanthropy aligned to family values, global best practices and social impact
Pratibha Jain
Founder
MBA (IBS)
BBM (Bangalore University)
Experience: (19+ years)
Reliance Capital (1.5 years)
Client Associates (13.5 years)
Last Assignment:
Executive director, Client Associates managing the Bangalore & Coimbatore practice, key member of the Investment Committee
Diverse experience of managing ultra wealthy families across segments of CXO’s, start up founders, promoters and professionals.
Core Principles:
Discipline in all aspects, build relationships through trust and transparency.
Rudolfus Remend Dias
AVP Compliance Officer
MBA (RV Institute of Management)
Prior Experience: (11+ years)
Edelweiss Financial Services (1.2 years)
Client Associates (6 plus years)
Last Assignment:
Associate, Client Associates
Experience of Assisting advisors in daily operations and client management.
Core Principles:
Commitment, integrity, and strong relationships.
