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Who we are
About Us
Crystal Peak Wealth brings together ideas, innovation and people to help high-performing entrepreneurs achieve their dreams
Purpose and Values
We strive to create value for our clients and employees while adhering to principles of excellence and trust
Leadership
Brief profiles of our firm’s top management
Corporate Social Responsibility
We believe that every bit counts to make the world a better place
Newsroom
Our latest media releases and stories
Regulatory Information
Access all policies and disclosure documents applicable to our businesses
What we do
Services
Dematerialization Of Physical Shares
SEBI and market institutions advocate dematerialization of physical share certificates for streamlined investments. Since the 1990s, the shift from physical to demat shares has been crucial.
Real Estate Investments
Explore secure real estate investments with us. Whether in India or abroad, we tailor property options to your financial needs for lasting value & passive income.
Mutual Funds
Mutual funds have become popular investment vehicles worldwide, offering investors access to a diversified portfolio of assets with professional management.
Succession Planning
The Estate & Succession Planning services offered by Crystal Peak Wealth encompass various aspects such as drafting wills, creating private family trusts, facilitating cross-border succession, and managing family business succession.
Will
Crystal Peak Wealth’s offers valuable insights and guidance on the importance of preparing a will and the potential challenges that may arise in its absence.
Become a partner
Careers
Life at Crystal Peak Wealth
We care about our people and offer you a unique ecosystem that enables you to grow with us
Students and Graduates
Your chance to be a future leader at Crystal Peak Wealth
Experienced Professionals
Take your career to the next level
Blog
Contact Us
Team Members
Crystal Peak Wealth
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Team Members
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Jitendra Lalwani
Senior Director
Karan Paranjpe
Senior Director
Ayusha Agrawal
Senior Vice President
Milind Kapadia
Chief of Strategy
Supriya B
Chief of Marketing
Rajesh B
Avp Business Development
Pavan Kayal
Founder & CEO
Ankur Agarwal
Chief Mentor
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