What We Do
At Crystal Peak Wealth, we strive to offer unparalleled financial services that meet the unique needs of our clients. We combine innovative strategies with personalized advice to ensure seamless and effective financial portfolio management. Our commitment to excellence and client satisfaction drives us to deliver the best possible outcomes, making financial success accessible and achievable for everyone.
Dematerialization of Physical Shares
Our dematerialization service transitions your physical shares into a digital format, making your investments more secure and transactions smoother. By aligning with SEBI and significant exchanges, we ensure a seamless process, safeguarding your shares against loss, theft, or damage and significantly reducing transaction costs and time.
Unlisted Equity , Pre-IPO investments
Crystal Peak Wealth offers the unique opportunity to invest in high-potential companies before they go public. Our meticulous selection process identifies companies with solid fundamentals and growth trajectories, providing our clients with strategic entry points for investment and the potential for substantial returns.
Real Estate Investments
Our global real estate investment solutions enable clients to diversify their investment portfolios by tapping into secure, lucrative property options tailored to their financial needs. Our expertise ensures investments in prime locations for domestic and international properties, aiming for lasting value and passive income.
Mutual Funds
Our mutual fund service provides access to a broad spectrum of professionally managed diversified portfolios. Tailored to meet individual risk tolerances and financial goals, our service simplifies investing across various markets, maximizing growth potential and offering the flexibility to choose funds that best suit your investment preferences.
Insurance
We provide comprehensive insurance solutions to safeguard your financial future against uncertainties. From customized life insurance policies to health and general insurance, our services are designed to offer financial security and peace of mind, ensuring that you and your loved ones are protected.
Corporate Fixed Deposits
Our corporate fixed deposit service offers a secure investment avenue with attractive fixed interest rates, providing a stable return on your investment. With flexible tenure options and higher interest rates compared to traditional bank deposits, our service is ideal for investors seeking reliable income with minimal risk.