Our Services

Management Experts to make your Business grow profitable.

Our commitment is to advance the strategic interests of our clients and to deliver long-term results with excellence and integrity. We help Start-ups, established business houses and institutions to address complex business challenges, identify opportunity, and achieve their long-term objectives.


Research based advise on  how to allocate your money across stocks and bonds and how much to invest each month and year.

Crefin™ delivers client-focused research in the equity, fixed income, currency and commodities markets. Crefin analysts help the firm’s investing clients achieve superior returns through differentiated investment insights and ideas.

Our M&A Advisory team delivers transaction-focused strategic advice to corporations, private equity funds and public sector clients. Our integrated offering of M&A advisory, due diligence, macroeconomic forecasting and tax structuring can deliver optimal solutions for our clients.

We help in reorganization of a company’s outstanding obligations, often achieved by reducing the burden of the debts on the company by decreasing the rates paid and increasing the time the company has to pay the obligation back. This allows the company to increase its ability to meet the obligations. Also, some of the debt may be forgiven by creditors in exchange for an equity position in the company.

The need for a corporate debt restructuring often arises when a company is going through financial hardship and is having difficulty in meeting its obligations. If the troubles are enough to pose a high risk of the company going bankrupt, it can negotiate with its creditors to reduce these burdens and increase its chances of avoiding bankruptcy.

The core of the debt restructuring and corporate revival plans is successful engagement with all the stakeholders. We not only provide full back end support which is driven from years of hands on experience but also extensively liaison with all stakeholders for arriving at successful revival plans.

Debt Capital Market [DCM]

Crefin™’s consultants are well positioned to bring clients the financing they need at the most competitive rates possible.

We deploy our bankers in industry-specific teams that allow them to build expertise in our clients’ operations as well as the financial expertise to assemble financing plans that work.  In addition, our investment bankers work closely with our industry specific corporate banking specialists—a factor that allows us to offer our clients an array of tools that rivals even the largest of India’s financial houses, while maintaining a personal touch on every deal.

Equity Capital Market [DCM]

Offering corporate and financial institutions a broad range of products and services to match their equity capital needs.

Crefin™ ECM team offers Corporate and Financial Institutions a broad range of products and services to assist them in all matters relating to their equity capital needs.

Our offering includes structuring, underwriting and executing all equity and equity-related instruments providing capital market access to clients and specifically:

  • Initial public offerings
  • Capital increases
  • Convertible bonds, exchangeable bonds, bonds with equity warrants and rights issues, etc.
  • Other equity-related operations (private placement of controlling stakes, etc.)

Supported by our cross-asset research coverage and dedicated Syndication and Sales teams, our equity and equity-linked activities are highly rated in the market.


We can help you establish a robust financial foundation while providing the ongoing advice you need to preserve and enhance your wealth.

We always invest the trust in a risk-adjusted, globally diversified investment portfolio of low-cost ETFs to maximize returns.

Crefin™ is a leading provider of Equity Sales and Trading Services / Online Trading & Advisory Services in Goa to a broad range of corporate and institutional clients. Our Online Trading Advisors in Goa work closely with clients to provide tailored solutions to their investment objectives in share market. Our platform delivers market intelligence, innovative ideas, corporate access, trading analytics and quality execution and settlement capabilities to support those solutions.

We understand you’re saving for all different life events: retirement, a house, simply to build wealth, or all of the above. Your investment account should adjust to your life — not the other way around.

We give you personalized advice, based not only on your portfolio, but on all of your wealth. We’ll tell you how to allocate your money across stocks and bonds, how much to invest each month, and how much your outside investments are costing you in fees.

Once we understand your goals, we customize our advice and build a personalized investment plan and portfolio for each one. When your portfolio is properly risk-adjusted, you’re set up to achieve optimal returns, helping you to meet your goals quickly.


Crefin™ offers research based investment advisory to individuals, entrepreneurs and corporate clients. If need be arise, we may make strategic investments or arrange investment partners for your projects as well.

Crefin™ have wide network of affiliates in major town and cities across Goa & Maharashtra at present.

We are growing faster and have firm plan to expand to other parts of India as well.

Existing investment consultants, financial advisers wish to join us may contact to be part of one of the fastest growing financial advisory firm – Crefin™ India Management Pvt Ltd.


Kotak Mahindra



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