Financial market intermediary
Premier financial market intermediary in Fixed Income, Foreign Exchange, Derivatives and Wealth Management
Providing specialist support to innumerable entities.
About us: One of India's premier brokers since 1995.
Headquartered in Mumbai, Crest Finserv Limited (formerly Tullett Prebon (I) Ltd) commenced operations in 1995 and is one of the premier brokers in Fixed Income, Currency, Money Market Securities, Derivatives and Wealth Management. We are empanelled with all major banks, financial institutions, asset management companies, foreign portfolio investors, corporate treasuries, trusts and promoter family offices.
Our history: Three decades of intermediation
1995
Founded as an intermediary in the inter-bank SLR and non-SLR securities market.
2002
Established a full-fledged Interest Rate Swaps desk.
2004
Introduced the six-month forward fix in the forex market.
2006
Received FIMMDA accreditation as an Interest Rate Swaps broker.
2007
Entered forex broking through the acquisition of Monga Investments.
2011
Launched the wealth management desk.
2012
A year of expansion.
- Currency options broking
- Interest Rate Swaps expansion
- Renamed to Tullett Prebon (I) Ltd
2020
Maintained uninterrupted business continuity through the pandemic.
2023
A year of growth.
- Expanded operations to IFSC GIFT City through the establishment of a branch office.
- Commenced proprietary trading.
2025
Incorporated a subsidiary company, Crest Finserv GIFT City IFSC Private Limited, to strengthen the organization's presence in IFSC GIFT City.
Products: Four desks, one standard of execution
Fixed income
Among the most experienced intermediaries in the Government Securities market and the Corporate Bond markets.
Forex
Over two decades in the inter-bank forex market and among the top three brokers; an accredited member of FEDAI.
Integrated derivatives
An integrated derivatives desk intermediating Interest Rate Swaps and Currency Options.
Wealth management
Mutual fund distribution for large institutions, FIIs, corporate treasuries, trusts, promoters and HNIs.
Our expertise: Depth of coverage, breadth of relationships
In-depth analysis
Qualitative and quantitative analysis of mutual fund schemes and portfolios.
- 300+
Counterparties
Banks, mutual funds, financial institutions, corporate treasuries and FPIs.
- Top 3
Among the leading brokers
In Fixed Income, Currency and Integrated Derivatives.
Board of directors: Stewardship from a seasoned board
Sheetal Kapadia
Executive Director
Ketan Dalal
Executive Director
Mohindar Kumar
Independent Director
Rajeev Sharma
Non-Executive Director
Key managerial personnel: Details of KMPs
| Name | Designation | Contact no. | |
|---|---|---|---|
| Ms. Sheetal Kapadia | Whole Time Director | +91 22 4051 2200 | skapadia@crestfinserv.com |
| Mr. Ketan Dalal | Whole Time Director | +91 22 4051 2200 | kdalal@crestfinserv.com |
| Ms. Monica Nair | Compliance Officer | +91 22 4051 2226 | mnair@crestfinserv.com |
Investor grievance: Escalation matrix
| Details | Contact person | Address | Contact no. | Working hours | |
|---|---|---|---|---|---|
| Customer care | Ms. Shweta Hande | 4th Floor, Kalpataru Heritage, 127 M. G. Road, Fort, Mumbai 400001 | 022-40512221 | info@crestfinserv.com | 9:00 am to 5:30 pm |
| Head of customer care | Ms. Deepa Pillai | 4th Floor, Kalpataru Heritage, 127 M. G. Road, Fort, Mumbai 400001 | 022-40512213 | info@crestfinserv.com | 9:00 am to 5:30 pm |
| Compliance officer | Ms. Monica Nair | 4th Floor, Kalpataru Heritage, 127 M. G. Road, Fort, Mumbai 400001 | 022-40512226 | compliance@crestfinserv.com | 9:00 am to 5:30 pm |
If your complaint is not resolved to your satisfaction, you may escalate the matter through the exchanges (NSE and BSE) and thereafter to SEBI via the SCORES platform.
Dispute resolution: Investor grievance
For grievances, dispute resolution and complaints relating to your dealings with Crest Finserv, please write to our dedicated grievance desk.
- Telephone
- +91 22 4051 2226
- Escalation
- Exchanges (NSE, BSE) and thereafter SEBI
SCORES 2.0: Filing complaints on SCORES
SCORES 2.0 is SEBI's online platform for lodging and tracking complaints against listed companies and registered intermediaries.
- Register on the portal with your details.
- Provide the mandatory details required to lodge a complaint.
- Benefit from auto-routing, defined timelines and two levels of review.
Get in touch: Reach the desk
Registered address
4th Floor, Kalpataru Heritage,
127 M. G. Road, Fort,
Mumbai 400001Telephone
+91 22 4051 2200
+91 22 2262 4341Email
Information: Crest Finserv Limited (CFL)
- CIN
- U65990MH1995PLC091626
- NSE & BSE (SEBI reg.)
- INZ000160632
- AMFI
- ARN-0323
- Initial registration
- 22 Oct 2007
- ARN validity
- 21 Oct 2024-2026
- FEDAI
- Approved forex & currency options broker
- FIMMDA
- Accredited Interest Rate Swaps broker
Attention investors
Stock brokers can accept securities as margin from clients only by way of pledge in the depository system with effect from 1 September 2020. Update your mobile number and email ID with your stock broker to receive information of your transactions directly from the exchange and depository. KYC is a one-time exercise while dealing in securities markets. There is no need to issue cheques by investors while subscribing to an IPO.
Proprietary trading disclosure
In accordance with applicable exchange and SEBI regulations, Crest Finserv Limited discloses that it undertakes proprietary trading in addition to its client-based broking activity.