Frequently asked questions.
Everything you need to know before your first conversation with us.
No. CredNexa Advisory is not registered with SEBI as an Investment Adviser or Research Analyst. We provide business, finance and risk consulting to organisations. We do not provide investment advice, personal financial planning, portfolio management or recommendations on any security or financial product. For investment advice, please consult a SEBI-registered Investment Adviser — you can verify registrations on the SEBI website.
No. We do not recommend, distribute, solicit or sell any securities, mutual funds, PMS, AIFs, insurance policies or other financial products, and we do not receive commissions from product providers.
Strategic finance and business planning, risk management and governance, treasury and market-risk consulting, business operations consulting, transaction support and corporate training. See our Services page for details and scope.
Startups, MSMEs, family businesses, corporates, banks and NBFCs, finance and risk teams, and boards and audit committees.
Use the Book a Consultation button anywhere on this site, or complete the form on our Contact page. You can also email contact@crednexaadvisory.com or call +91 95947 73206. We’ll confirm a convenient time for a confidential discovery conversation.
After the discovery conversation, we propose a written scope with a fixed or time-based professional fee — usually as a fixed-fee project, an advisory retainer or training days (see How we engage). Our only income is the fee you pay us for consulting work — we receive no commissions or referral fees from third parties.
No. Articles, videos and training materials are general and educational. They are not a recommendation to buy, sell or hold any security or product, and do not take your individual circumstances into account.
Let’s talk about your business.
Start with a confidential, no-obligation discovery conversation. We’ll understand the problem, agree a scope and tell you plainly whether we are the right fit.