Who We Are

At Creek Wealth Management, A Unit of Creek Techno Solutions Pvt.Ltd., we are more than just financial advisors – we are partners in your journey to financial freedom and legacy building. Founded on the principles of trust, transparency, and innovation, with 25+ years of advisory services in various financial instruments and managing finances of 1000’s of families, we specialize in delivering tailored wealth management solutions for individuals, and families.

Our Mission

Our mission is simple yet powerful:

  • To empower clients with strategies that grow, protect, and preserve wealth.
  • To provide personalized financial guidance that aligns with life goals, values, and aspirations.
  • To combine global expertise with local insights, ensuring every client benefits from world-class solutions adapted to their unique context.

What We Do

We offer a comprehensive suite of services designed to meet the diverse needs of high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNWIs), and emerging professionals:

  • Investment Advisory – Customized portfolios across equities, fixed income, alternatives, and global markets.
  • Financial Planning – Retirement, tax optimization, estate planning, and succession strategies.
  • Risk & Insurance Solutions – Safeguarding assets and lifestyle against uncertainties.

Our Values

  • Integrity – We uphold the highest ethical standards in every interaction.
  • Client-Centricity – Your goals drive our strategies, not the other way around.
  • Innovation – Leveraging technology and modern investment platforms for smarter decisions.
  • Excellence – Delivering consistent performance and measurable results.
  • Legacy – Helping you build wealth that lasts for generations.

Our Team

Our team is a blend of seasoned financial experts, investment strategists, and client relationship managers. Together, we bring decades of experience in wealth advisory, banking, and global markets. Each member is committed to delivering personalized solutions and building long-term relationships founded on trust.

Why Clients Choose Us

  • Proven track record of managing wealth for HNIs and UHNWIs.
  • Transparent fee structures with no hidden costs.
  • Access to exclusive investment opportunities.
  • Strong compliance with SEBI and global regulatory standards.
  • A holistic approach that balances growth, security, and legacy.