We believe your financial journey should be simple, confident and stress-free. We partner with you to understand your goals and provide financial solutions that align with your unique needs, helping you move steadily towards the future you envision.
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Crestforge Wealth Pvt. Ltd., established in 2026, is a financial services company committed to helping individuals, families and organisations make informed financial decisions and work towards greater financial security.
We believe that managing money successfully is not merely about selecting financial products. It begins with understanding what an individual wants to achieve — whether it is building long-term wealth, planning for retirement, funding children's education, protecting the family or preparing for important life milestones.
Every individual has a different financial journey. At Crestforge Wealth, we take the time to understand our clients' goals, financial responsibilities, investment horizon and risk preferences before helping them navigate the financial products and solutions available to them.
Our services include mutual fund distribution, insurance and other financial products, with an emphasis on helping clients build a structured and disciplined approach towards their finances. We believe that informed decisions, made consistently over time, can have a far greater impact on financial well-being than constantly chasing short-term opportunities.
Financial markets can often appear complicated, with numerous products, choices and competing information. Our endeavour is to make this journey easier to understand. We help clients develop greater clarity about their financial choices and encourage an approach centred around:
Our objective is to help clients remain focused on what matters most — their financial goals and the life they want to build.
At Crestforge Wealth, we believe that financial relationships should extend beyond transactions. Trust, transparency, integrity and personalised service form the foundation of how we work. We aim to build long-term relationships by understanding our clients' changing circumstances and remaining connected with them throughout different stages of their lives.
By combining financial knowledge, technology and responsive service, we strive to make financial products and investment processes more accessible, convenient and understandable.
India has made significant progress in economic growth and general literacy, yet financial awareness remains an important area of development. Many individuals earn and save diligently but may not have a clear framework connecting their savings, investments, protection needs and long-term goals.
Crestforge Wealth seeks to contribute towards greater financial awareness by helping more people understand the importance of planning early, investing consistently, managing risks and taking informed financial decisions.
Our services cater to the requirements of:
Subject to the financial products and services applicable to each category.
At Crestforge Wealth, we believe that every financial decision should have a purpose. We aim to make your financial journey simpler, more informed and better organised — so that you can focus on the goals that matter most to you.
Founder & Director, Crestforge Wealth Pvt. Ltd.
Col Gaurav Srivastav (Retd) brings together over two decades of leadership, discipline and strategic decision-making from the Indian Army with a deep interest in personal finance and wealth creation.
An alumnus of the National Defence Academy, Khadakwasla, Defence Services Staff College, Wellington, and the Royal School of Artillery, Larkhill, United Kingdom, he was commissioned into the Regiment of Artillery and served the nation for 22 years. During his military career, he had the distinction of commanding three regiments, including an operational regiment deployed along the Line of Control, as well as a training regiment entrusted with developing the next generation of soldiers and leaders.
Alongside his military career, Gaurav developed a keen interest in personal financial planning, investing and wealth management. Driven by the belief that financial security should be built through knowledge, discipline and long-term planning rather than speculation, he pursued professional education in financial planning.
He holds three FPSB specialist certifications in:
He is also an AMFI-registered Mutual Fund Distributor.
After 22 years in uniform, Gaurav chose to take voluntary retirement and begin a new mission — helping individuals and families make better financial decisions and build long-term financial security.
He strongly believes that while India has made remarkable progress in literacy and economic prosperity, financial literacy still has considerable ground to cover. Many people work hard, save diligently and earn well, yet lack a structured financial plan that connects their savings and investments with their life goals.
His approach therefore begins not with a financial product, but with the individual — understanding their goals, responsibilities, risk appetite and financial circumstances before identifying suitable solutions across mutual funds, insurance, retirement planning and other financial products.
The philosophy is simple:
Plan with clarity. Invest with discipline. Protect what matters. Build wealth patiently.
Drawing upon the values that shaped his military career — integrity, discipline, preparedness and a long-term perspective — Gaurav aims to help clients navigate their financial journey with greater confidence and purpose.
For him, this is more than a profession after the Army.
It is a continuation of service — only the mission has changed.
To empower individuals and families to build a stronger financial future through disciplined saving, thoughtful investing and responsible management of debt.
To build Crestforge Wealth into a trusted and respected financial services company, known for integrity, transparency, client-centric service and long-term relationships, while helping clients make informed financial decisions and progress towards their financial goals.
Five steps from the first conversation to a portfolio that is reviewed as your life changes.
A twenty-minute conversation about your goals, family, obligations and how much volatility you can genuinely live with. No fee, no commitment.
Complete the secure online intake at your own pace: assets, liabilities, cover, dependants, timelines. Encrypted, and used only for your file.
Open the Intake Portal →We look at your existing investments, cover and cash flow against the goals you have described, so the product conversation starts from facts.
Suitable mutual fund and insurance products are put in place through a fully paperless process, visible in your own login from day one.
Portfolios are reviewed and rebalanced periodically as markets move and your life changes. Annual reviews, quarterly check-ins, support on demand.
Leadership, discipline and decision-making under pressure, now applied to your money.
Investment Planning · Retirement & Tax Planning · Risk & Estate Planning.
Not a relationship manager working from a script and a month-end target.
Commission disclosures published, and explained to you on the call.
Twenty minutes, no fee and no obligation — to understand your goals before anything is recommended.
