Crest Wealth Management Private Limited

Crest Wealth Management Private Limited is a SEBI registered boutique Investment Company. We provide investment management services for family offices and high net worth individuals with a focus on superior risk-adjusted returns.

Fund Managers

Mr Balaji Vaidyanath

CEO & CIO

Mr. Vaidyanath is the Chief Executive Officer and Chief Investment Officer at Crest Wealth. He has an experience of more than a decade in equity markets first as a research analyst and then as a portfolio manager at Sundaram Asset Management. His track record as a fund manager for Sundaram portfolio managers for almost seven years has been impressive across six diverse strategies. He has delivered consistent returns outperforming the portfolio benchmarks by over 100% across strategies till December 2015 when he relinquished charge. His ability to stay way ahead of the broad market in bearish phases is a key strength. Under watch, the asset base of Sundaram Portfolio Managers rose 12-fold to Rs 1300 Crores in a period encompassed by short bullish and bearish phases and a high degree of volatility. High conviction, lengthy holding period, low churn and willingness to stay in cash are integral to his fund management style. With Mr. Vaidyanath as a CEO and CIO, Crest Wealth Management offers prospective investors a platform that rests on a solid footing.


Strategy

Crest - Emerging Bluechip Portfolio - MID CAP

To invest in small and medium cap businesses with visionary management having potential to scale up and grow exponentially over a 5 to 7 year period. Bottom up approach will be used to invest in high quality small and mid-cap stocks with sound managements, strong brands, superior return ratios, low leverage, high fixed asset turnover and scope for operating leverage. Top down approach will be used via cash calls to counter macro-economic uncertainties.

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Crest - Small Cap - SMALL CAP

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