Premier Financial Market intermediary in Fixed Income, Foreign Exchange, Derivatives & Wealth Management
PROVIDING SPECIALIST SUPPORT TO INNUMERABLE ENTITIES
RISE WITH VALUES
ABOUT US
Headquartered in Mumbai, CREST FINSERV LTD (Formerly Tullett Prebon (I) Ltd) commenced operations in 1999 and is one of the Premier brokers in the Fixed Income, Currency, Money Market Securities, Derivatives, and Wealth Management. Crest Finserv Ltd, is empanelled with all major Banks, Financial Institutions, Asset Management Companies (AMCs), Foreign Portfolio Investment (FPI), Corporate Treasuries, Trusts and Promoter Family Offices.
Over the last 23 years we have provided intermediary services in the Government Securities markets as well as the Corporate Bond markets. Our customers include world's largest banks, Sovereigns, Mutual Funds, Financial Institutions, Corporate Treasuries, Provident funds, Investment Banks, large family offices and Foreign Portfolio Investors.
TIMELINE
Forex
Wealth Desk
Currency Options
Interest Rate Swaps
Acquisition
Started Foreign Exchange
Broking Operations after
acquiring Monga Investments and Financial Services Pvt Ltd
Started wealth desk by
distributing mutual
fund products
Started currency options
desk
Consolidated position in Interest Rate Swaps market
Acquired remaining shares and became 100%
subsidiary of Crest
Ventures Ltd. Renamed as Crest Finserv Pvt Ltd
2020
1999
2002
2004
2005
2006
2007
2012
2017
2018
2011
Founded
IRS Desk
Six Months Forward Fix
Accredited
Name Change
Started operations in the Inter Bank SLR and NON-SLR Market
Started a full fledged
Interest Rate Swaps
(IRS) desk
Started 6 month
forward fix
Received accreditation
from FIMMDA for Interest Rate Swaps
Name changed from
Prebon Yamane (I)
Ltd to Tullett Prebon
(I) Ltd.
Pandemic
Initiated WFH
due to the pandemic &
managed to maintain the
market share.
GIFT IFSC & Proprietary Trading
2023
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Received approval from IFSCA to commence business in GIFT IFSC.
-
Commenced Proprietary Trading in Fixed Income.
OUR PRODUCTS
OUR EXPERTISE
INDEPTH
ANALYSIS
300+ COUNTER PARTIES
AMONGST THE
TOP 3 BROKERS
We provide in-depth information on qualitative and quantitative analysis of mutual fund schemes portfolios.
Including Banks, Mutual Funds, Financial Institutions, Corporate Treasuries and Foreign Portfolio Investment (FPI).
We are amongst the top 3 brokers in the segments of Fixed Income, Currency and Integrated Derivatives.
BOARD OF DIRECTORS
Navroze Talati
ESCALATION MATRIX
Details | Contact Person | Address | Contact No. | Email ID | Operational / Working Hours |
|---|---|---|---|---|---|
Customer Care | Ms. Shweta Hande | 4th Floor, Kalpataru Heritage, 127, M. G. Road, Fort, Mumbai – 400001 | 022-40512221 | info@crestfinserv.com | 9.00 am – 5.30 pm |
Head of Customer Care | Ms. Deepa Pillai | 4th Floor, Kalpataru Heritage, 127, M. G. Road, Fort, Mumbai – 400001 | 022-40512213 | info@crestfinserv.com | 9.00 am – 5.30 pm |
Compliance Officer | Ms. Monica Nair | 4th Floor, Kalpataru Heritage, 127, M. G. Road, Fort, Mumbai – 400001 | 022-40512226 | compliance@crestfinserv.com | 9.00 am – 5.30 pm |
DETAILS OF KMPs
Name of the Individual | Designation | Contact Number | Email |
|---|---|---|---|
Ms. Sheetal Kapadia | Whole Time Director | +022-40512200 | skapadia@crestfinserv.com |
Mr. Navroze Talati | Whole Time Director | +022-40512200 | ntalati@crestfinserv.com |
Mr. Ketan Dalal | Whole Time Director | +022-40512200 | kdalal@crestfinserv.com |
Ms. Monica Nair | Company Secretary
and Compliance Officer | +022-40512226 | mnair@crestfinserv.com |
INVESTOR GRIEVANCE / DISPUTE RESOLUTION
-
For any grievance/dispute kindly contact Crest Finserv Limited at the above address
or
Email ID - grievance@crestfinserv.com
Phone no. 022 – 40512226.
-
In case not satisfied with the response, please contact the concerned exchange(s):
NSE - Email ID - ignse@nse.co.in
Phone no. 022 - 2659 8191/ 18002660050
BSE - Email ID - is@bseindia.com
Phone no. 022 2272 8245 / 022 2272 8035
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If not satisfied with response or your grievance is still unresolved you may register complaint to SEBI on the SCORES website
FILING OF COMPLAINTS ON SCORES
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Register on SCORES portal
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Mandatory details for filing complaints on SCORES:
-
Name, PAN, Address, Mobile Number, Email ID
-
-
Benefits:
-
Effective communication
-
Speedy redressal of grievances
-
GET IN TOUCH
REGISTERED
ADDRESS
CONTACT NUMBER
EMAIL
IDS
4th Floor, Kalpataru Heritage, 127, M. G. Road, Fort, Mumbai 400 001