Services
Comprehensive Financial Solutions Built Around Your Goals
Whether you are planning for long-term wealth, managing risk, or seeking funding support, our team works closely with you to evaluate suitable options and facilitate solutions aligned with your financial priorities.
We Are Experts
Trusted Experts for Your Finances
Mutual Fund Distribution
Structured Mutual Fund Solutions for Long-Term Wealth Creation
We provide guidance and facilitation for mutual fund investments tailored to your financial objectives, time horizon, and risk profile. Our role is to help you understand available schemes, evaluate suitability, and invest with a long-term perspective.
Our mutual fund distribution services are ideal for salaried professionals, business owners, and families looking to build disciplined wealth through systematic and goal-oriented investing.
What we support you with :
- Selection of mutual fund schemes based on goals and risk comfort
- SIP and lump-sum investment facilitation
- Portfolio structuring for long-term planning
- Ongoing support and investment clarity
Financial Product Reselling
Access to Trusted Financial Products Through Established Partners
Credoshine offers access to a wide range of financial products through reliable and established financial institutions. We help you explore options beyond traditional savings, with clarity on structure, suitability, and risk considerations.
Our financial product reselling services are suited for clients seeking diversification, stability, and alternative investment opportunities.
Products we facilitate :
- Fixed Deposits
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIFs)
- Bonds and Debentures
Loan Assistance
End-to-End Support for Personal and Business Financing Needs
We provide comprehensive loan assistance services to help individuals and businesses access funding smoothly and efficiently. From understanding eligibility to documentation and lender coordination, we support you through every step of the process.
Our loan assistance services are designed for salaried individuals, self-employed professionals, and MSMEs seeking structured financial support.
Loan services include :
- Home loans
- Business loans
- Personal loans
- Credit limits
- Loan against property
Insurance Solutions
Thoughtful Insurance Support for Protection and Peace of Mind
We assist clients in selecting life, health, and general insurance policies that provide appropriate coverage across different life stages and risk scenarios. Our approach ensures you understand policy benefits, coverage scope, and long-term relevance before making a decision.
Credoshine’s insurance solutions are suited for individuals, families, and business owners looking to safeguard financial stability.
Insurance support includes :
- Life insurance planning
- Health insurance selection
- General insurance coverage
Guided by Expertise
Structured financial solutions, delivered with clarity and care!
Our team brings hands-on experience across mutual funds, financial products, loans, and insurance, ensuring clarity, compliance, and dependable guidance at every stage.
Every solution is shaped around your financial priorities. We take the time to understand your goals and help you evaluate options that fit your risk profile, time horizon, and life stage.
From investments and financial products to loans and insurance, we provide end-to-end assistance across your financial journey, simplifying processes and improving decision confidence.
