Indian wealth management startup CREST has secured $3.1 million in pre-seed funding from a group of leading venture capital firms and angel investors, as it looks to strengthen its position in the rapidly growing family office and asset management market.
The funding round was led by BEENEXT, Sparrow, Shastra VC, DeVC, Warmup Ventures, Atrium Ventures, and 91ventures, with participation from prominent angel investors including Amit Ranjan, Chirag Taneja, Revant Bhate, Shantanu Deshpande, and Kashish Sharma.
The investment comes at a time when India’s high-net-worth individual (HNI) and ultra-high-net-worth individual (UHNI) population is expanding rapidly, creating increased demand for sophisticated wealth management and family office solutions.
Funding to Accelerate Technology and Business Expansion
According to the company, the newly raised capital will be used to enhance its technology platform, expand advisory and investment teams, strengthen compliance and regulatory capabilities, and develop new asset management products.
CREST plans to leverage artificial intelligence and technology-driven insights to simplify wealth management while delivering personalized financial solutions to clients.
The company believes technology can help address many of the inefficiencies traditionally associated with wealth advisory and family office services.
Building an AI-Native Fractional Family Office
Co-founded by Girish Singhi and Zuhaib Khan, CREST operates as an AI-powered fractional family office and asset management platform.
The company works with:
- Startup founders
- Business families
- High-net-worth individuals (HNIs)
- Emerging ultra-high-net-worth individuals (UHNIs)
- Institutional investors
Its objective is to help clients manage, preserve, structure, and grow wealth through a combination of advisory services, technology, investment expertise, and community engagement.
Unlike traditional family offices that often cater exclusively to ultra-wealthy families, CREST aims to make institutional-quality wealth management more accessible to a broader segment of affluent investors.
Comprehensive Wealth Management Solutions
CREST offers a wide range of services designed to support long-term wealth creation and preservation.
Its platform combines family office advisory with investment management capabilities, covering areas such as:
- Asset allocation and portfolio construction
- Investment oversight and performance monitoring
- Consolidated financial reporting
- Tax-efficient wealth structuring
- Estate and succession planning
- Governance frameworks
- Philanthropy advisory
- Alternative investments
- Real asset strategies
- Long-term wealth stewardship
The company’s advisory-first approach focuses on helping clients navigate increasingly complex financial decisions across geographies, asset classes, investment managers, and financial products.
Growing Demand for Family Office Services in India
The launch and expansion of platforms like CREST reflect a broader transformation in India’s wealth management industry.
According to the UBS Global Wealth Report, India currently has more than 900,000 dollar millionaires, making it one of the fastest-growing wealth markets globally.
Industry projections suggest this number could nearly double by 2030, while the country is expected to generate approximately $2.4 trillion in new financial wealth over the same period.
This rapid increase in wealth creation is driving demand for professional advisory services, investment management, succession planning, and wealth preservation strategies.
As a result, family offices and specialized wealth management firms are becoming increasingly important components of India’s financial services ecosystem.
AI and Technology Transforming Wealth Management
Technology is playing an increasingly significant role in the wealth management industry.
AI-powered platforms can provide investors with:
- Real-time portfolio visibility
- Enhanced reporting and analytics
- Personalized investment recommendations
- Risk monitoring
- Automated compliance processes
- Improved decision-making support
CREST’s AI-native approach seeks to combine these capabilities with human advisory expertise, creating a more scalable and efficient model for wealth management.
Industry experts believe technology-driven platforms could significantly expand access to sophisticated wealth management services in the coming years.
Positioning for Long-Term Growth
With fresh funding and a growing market opportunity, CREST aims to establish itself as a leading player in India’s evolving wealth management landscape.
The company’s focus on integrating technology, advisory services, investment management, and community engagement reflects changing expectations among affluent investors seeking more personalized and holistic financial solutions.
As India’s wealthy population continues to expand and financial assets become increasingly complex, demand for modern family office platforms is expected to rise significantly.
Outlook
CREST’s $3.1 million pre-seed funding round highlights growing investor confidence in technology-driven wealth management solutions.
By combining artificial intelligence with family office expertise and investment management capabilities, the company is positioning itself to capitalize on the rapid growth of India’s affluent investor segment.
With plans to strengthen its technology infrastructure, expand advisory services, and build new investment offerings, CREST aims to play a larger role in helping India’s next generation of founders, families, and high-net-worth individuals manage and preserve wealth for the long term.
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Ruchi Kumar is the associate editor at Entrepreneur News Network and TVW News India, where she leads editorial strategy, brand storytelling, and startup ecosystem coverage. With a strong focus on innovation, business, and marketing insights, he curates impactful narratives that spotlight India’s evolving entrepreneurial landscape. She has written extensively on fintech, AI and emerging startups.