Credence Family Office
Credence Family Office (Equirus Family Office), part of Equirus Group, is an India-based multi-family office serving ~350 HNI, family-office, and business-owner clients with bespoke wealth management, estate planning, tax advisory, lending, and a $170M private equity fund.
- Company typePrivate
- Founded2010
- HeadquartersBengaluru, India
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Credence Family Office does
Credence Family Office operates the Equirus Family Office vertical of Equirus Group (legal entity Equirus Capital Limited, formerly Equirus Capital Private Limited), a privately held Indian financial services platform headquartered in Mumbai. Founded in 2010 as a multi-family office with Rs 50 crore in assets under care, 5 staff, and 20 clients, it has scaled to roughly Rs 10,000 crore ($1.1B) in family-office AUM, 350 clients, and ~50 team members, and — following its October 2025 merger with Sapient Finserv — sits within a combined platform of approximately Rs 35,000 crore ($3.9B) AUM, positioning it among India's top 10 independent wealth managers.
Its core offering is bespoke wealth management for high-net-worth individuals, family offices, and business owners, spanning portfolio optimization, strategic tax planning and structuring, estate planning, statutory compliance, bookkeeping and record management, risk management, concierge, philanthropy, and a mentorship academy. The platform is organised around interconnected services — Wealth Management, Investment Banking, Capital Market, Fixed Income, Institutional Securities, Portfolio Management Services, Venture Capital, Lending Solutions (via the Equirus Finance NBFC), and Insurance Broking — enabled by SEBI registrations as broker, research analyst, and merchant banker, plus NSE and BSE memberships.
The business model is predominantly fee-based and recurring: subscription-style advisory mandates on the family-office side, asset-management fees on the Rs 35,000 crore AUM base across Equirus Wealth and Equirus Family Office verticals, management and performance fees on the newly launched $170 million private equity fund (digital, AI, consumer, financial services, industrial, healthcare), and interest income from a targeted Rs 3,000 crore NBFC loan book. Go-to-market is direct, relationship-driven enterprise field sales targeting Indian HNI and family-office clients; marketing relies on a broad social and content presence (LinkedIn, Instagram, Twitter, Facebook, YouTube, research portal, webinars, events) to support top-of-funnel awareness rather than self-serve conversion.
Credence Family Office firmographics
Firmographics- Name
- Credence Family Office
- Legal name
- Equirus Capital Limited (formerly known as Equirus Capital Private Limited)
- Website
- https://credencefamilyoffice.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Credence Family Office (Equirus Family Office), part of Equirus Group, is an India-based multi-family office serving ~350 HNI, family-office, and business-owner clients with bespoke wealth management, estate planning, tax advisory, lending, and a $170M private equity fund.
- Ownership category
- akta.pro rank
Credence Family Office industry classification
Industry- Product category
- Family Office and Wealth Management Services
- NAICS
- Corporate, Subsidiary, and Regional Managing Offices (551114), Office Administrative Services (56111)
- SIC
- Finance Services (6199), Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)
Keywords
Where Credence Family Office is headquartered
LocationHeadquarters
- HQ city
- Bengaluru
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Credence Family Office business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Services: Bespoke wealth management services including portfolio optimization, strategic tax planning, estate planning, and business advisory for high-net-worth individuals and family offices.
- Family Office Services: Comprehensive family office services including bookkeeping, record management, risk management, concierge, and mentorship academy for ultra-high-net-worth families.
- Asset Management: Managing combined AUM of Rs 35,000 crore ($3.9 billion) across Equirus Wealth and Equirus Family Office verticals.
- Lending Solutions: NBFC operations providing bespoke funding solutions to high-net-worth individuals, family offices, and promoters, targeting Rs 3,000 crore loan book.
- Private Equity Fund Management: $170 million PE fund focused on mid-market growth investments in digital, AI, consumer, financial services, industrial, and healthcare sectors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Bespoke/customized services for high-net-worth clientele |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels9 records
Credence Family Office product offering
Product offeringCore offering
Credence Family Office (operating as Equirus Family Office) is a multi-family office founded in 2010 that delivers bespoke wealth management, estate planning, tax structuring, business advisory, portfolio management, lending, investment banking, capital markets, and insurance broking services. It caters to high-net-worth individuals, family offices, business owners and promoters, and operates with multiple SEBI registrations across brokerage, research analysis, and merchant banking.
Product overview
Equirus Family Office operates as a comprehensive financial services platform offering integrated wealth management, investment banking, capital markets, and asset management solutions. The platform is structured around multiple interconnected services including Family Office, Wealth Management, Investment Banking, Capital Market, Fixed Income, Institutional Securities, Portfolio Management Services, Venture Capital, Lending Solutions, and Insurance Broking. Following the October 2025 merger with Sapient Finserv, the combined entity operates under two primary verticals: Equirus Wealth and Equirus Family Office, managing approximately Rs 35,000 crore ($3.9 billion) in AUM as one of India's top 10 independent wealth management platforms.
Differentiator
Problem solved
Functional benefit
Brands
- Equirus Wealth: Wealth management vertical of the combined entity post-merger with Sapient Finserv
- Equirus Family Office
- Equirus Finance
Products and services
- Family Office Services Multi-family office service providing bespoke wealth management, estate planning, statutory compliance, sale of stake in ventures, business growth advisory, concierge, mentorship academy, philanthropy, real estate, lending and debt restructuring for high-net-worth individuals, family offices, and business owners since 2010.
- Wealth Management
Quantifiable outcome
- Rs 10,000 crore assets under care as of 2025, up from Rs 50 crore in 2010
- +2 more outcomes
Companies that use Credence Family Office
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Credence Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Credence Family Office partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Sapient FinservcoreEquirus Group merged with Sapient Finserv to expand wealth management operations. The combined entity operates under Equirus Wealth and Equirus Family Office verticals, creating a top 10 independent platform in India with Rs 35,000 crore AUM. Plans include increasing AUM to Rs 50,000 crore and launching new investment strategies.
Scale indicators5 records
Recent moves5 records
Expansion highlights5 records
Credence Family Office competitors and assessment
Company assessmentDirect peers
- 360 ONE Wealth (formerly IIFL Wealth): India's largest listed wealth manager offering multi-family office, portfolio management, and investment advisory to HNIs and family offices. Direct competitor with overlapping services (family office, PMS, lending) and a comparable SEBI-regulated platform model.
- ASK Wealth Advisors: Mumbai-headquartered wealth management and multi-family office serving Indian HNIs with bespoke advisory, estate planning, and asset management. Closely comparable in clientele, geography, and bespoke service model.
- Motilal Oswal Wealth Management: Indian financial services group's wealth management arm serving HNI/UHNI clients with bespoke advisory, portfolio management, and lending. Comparable full-stack offering and client base.
- Anand Rathi Wealth: Listed Indian private wealth platform serving HNI and family-office clients with financial advisory, portfolio management, and lending solutions. Directly comparable AUM scale and target segment.
- Nuvama Wealth and Investment: India-focused wealth management firm offering private wealth, asset management, and investment banking to HNIs and family offices. Comparable platform breadth across wealth, PMS, and capital markets.
Regional players
- Entrust Family Office: India-based multi-family office offering integrated wealth management, taxation, estate planning, and concierge services to HNI families. Closely comparable bespoke MFO service model, though smaller in scale.
Broad incumbents
- Kotak Mahindra Wealth Management: Private banking and wealth arm of Kotak Mahindra Bank, one of India's largest private-sector banks. Overlaps with family-office advisory as part of a much broader banking, lending, and capital-markets portfolio.
- BNP Paribas Wealth Management (India): India arm of global private bank offering wealth structuring, investment advisory, and family office services to U/HNW Indian families. Comparable UHNW service set from a globally diversified incumbent.
- ICICI Private Banking: Private banking division of ICICI Bank offering wealth advisory, portfolio management, and lending to Indian HNIs. Competes in the same segment but as part of a broader universal bank franchise.
- Julius Baer India: Global wealth manager's India operations providing cross-border wealth advisory, investment planning, and family office services to Indian and NRI HNI/UHNI clients. Comparable boutique-family-office service model from a global franchise.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Credence Family Office social profiles
Digital presenceCredence Family Office compliance and trust
Trust signalCompliance5 records
Credence Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Credence Family Office leadership team
Management profileNumber of profiles
Profiles3 records
Credence Family Office subsidiaries and ownership
Company hierarchySubsidiaries3 records
Credence Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Credence Family Office M&A and investment
M&A and investmentM&A
Investments6 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Credence Family Office
What does Credence Family Office do?
Credence Family Office (operating as Equirus Family Office) is a multi-family office founded in 2010 that delivers bespoke wealth management, estate planning, tax structuring, business advisory, portfolio management, lending, investment banking, capital markets, and insurance broking services. It caters to high-net-worth individuals, family offices, business owners and promoters, and operates with multiple SEBI registrations across brokerage, research analysis, and merchant banking.
Is Credence Family Office a public or private company?
Credence Family Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Credence Family Office founded?
Credence Family Office was founded in 2010. It employs 51 to 100 people.
Where is Credence Family Office based?
Credence Family Office is headquartered in Bengaluru, India, in the Asia region.
How does Credence Family Office make money?
Five revenue lines are on record. Wealth Management Services are the primary driver. The others are family Office Services, asset Management, lending Solutions and private Equity Fund Management.
Who are Credence Family Office's main competitors?
Direct peers on record are 360 ONE Wealth (formerly IIFL Wealth), ASK Wealth Advisors, Motilal Oswal Wealth Management, Anand Rathi Wealth and Nuvama Wealth and Investment. Entrust Family Office is listed as a regional player. Broad incumbents are Kotak Mahindra Wealth Management, BNP Paribas Wealth Management (India), ICICI Private Banking and Julius Baer India.
Does Credence Family Office have an API?
No public API is recorded for Credence Family Office.
What industry is Credence Family Office in?
Credence Family Office's product category is Family Office and Wealth Management Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll). Its NAICS code is 551114 and its SIC code is 6199.