Empowering You to Build Wealth with Confidence
Trusted Mutual Fund Distributor | Certified Insurance Advisor | Tax & Investment Expert
Personalized Financial Roadmaps
Tailored strategies aligned with your unique goals.
Certified & Experienced Professionals
Qualified experts with proven financial expertise.
One-Stop Solution for Tax, Investment & Insurance
Comprehensive services under one trusted name.
100% Client Satisfaction
Dedicated support with a focus on your success.
About us
Crest Capital Services
At Crest Capital Services, we believe that financial planning should be simple, personalized, and empowering. Led by Himanshu Shrivastava — an AMFI-registered Mutual Fund Distributor and IRDA-certified Insurance Advisor — our mission is to guide individuals and businesses toward financial freedom through smart investments, tax planning, and risk management.
With hands-on expertise in mutual funds, income tax filing, GST, insurance advisory, auditing, and more, we are committed to making complex financial decisions easy and effective for you
- Personalized Financial Planning
- Expert Tax & Compliance Services
- Certified Investment Advisory
Our Services
Your trusted partner in Mutual Funds, Insurance, Taxation & Investment Planning
Mutual Fund Advisory Services
• Goal-based investment planning
• Systematic Investment Plans (SIPs)
• Equity, debt & hybrid fund recommendations
• SEBI/AMFI compliant advisory
Insurance Planning
• Life, health & term insurance policies
• Tailored plans based on income & lifestyle
• Risk mitigation and financial protection
Taxation & Compliance Services
• Individual & business income tax returns
• GST filing and advisory
• TDS calculations & returns
• EPF return filing & compliance
Investment & Financial Planning
• Personalized financial roadmaps
• Retirement & children’s education planning
• CIBIL report analysis & correction
• Stock market insights & opportunities
Audit & Accounting Services
• Statutory and internal audits
• Accounting system setup
• Vendor and payment management
Why Choose
Crest Capital Services
Certified by IRDA & AMFI
Trusted and licensed to guide your financial journey.
End-to-End Financial Solutions Under One Roof
From investments to insurance — we cover it all.
Personalized Financial Roadmaps
Strategies tailored to your goals and lifestyle.
Affordable Pricing & 100% Client Satisfaction
Value-driven services focused on your success.
Testimonials
Honest Reviews from our Customers
Ankush Agarwal
Hubtech Digital Pvt. Ltd.
Crest Capital Services made my TDS compliance incredibly easy. The team handled everything accurately and on time, simplifying a complex process. Highly satisfied with their efficient tax support!
Nikhil Shrivastava
Civil Engineering Assistant
Filing my income tax used to be a huge headache, but Crest Capital Services made it seamless. They handled everything efficiently, ensuring accuracy and peace of mind. Truly excellent service!
