About Us
Who we are
Crescita Investment Management Private Limited (CRESCITA), a Mumbai-based company is engaged in providing professional Portfolio Management Services and specialised Investment Advisory to investors. We are a dedicated team of professionals and experienced investors with deep domain expertise in the capital markets across functions, roles and responsibilities.
Our difference
Our investment philosophy is based on the solid foundations of the ‘Pareto Principle’. We focus on the critical levers of a business and proactively manage our clients’ investment portfolio. Our purpose is to maximise returns and mitigate risks to develop an effective investment portfolio for our clients.
We focus on critical levers of a business and proactively manage our clients’ investment portfolio. Our purpose is to maximise returns and mitigate risks to develop an evergreen investment portfolio for our clients.
Growing your wealth is our #1 priority
Crescita Values-Vision-Mission
Get the big picture right
Our investing philosophy is aligned with our Mission-Vision- Values framework.
Vision
Crescita aspires to be the most preferred portfolio management company in India, maximize value for our clients based on sound investment strategies, engage in active portfolio management with optimal risk-return objectives and a long-term investing horizon.
Mission
To meet investors’ long-term investing goals through transparency at each stage of every transaction, superior service quality and build strong relations with all our stakeholders, rooted in trust, ethics and integrity, committed to governance, risk and compliance principles.
Our 6 ‘I’ Values Framework
Impactful
We strive to drive value for our investors through successful investing strategies and expert investment advisory to facilitate prudent investing decisions.
Integrity
We strictly abide by the highest ethical principles in all facets of our business conduct with all our stakeholders.
Ideation
We are a research-driven organisation with ideation of equity allocation being the core of our value proposition.
Insightful
Our methodology is based on exhaustive research, quantitative analysis and qualitative judgement, combined with the collective investing experience of our team.
Independent
We are passionate about our goal to positively transform our clients’ investment portfolios through an impartial assessment of business performance and stock quality.
Inspiration
We believe in and are motivated by the power of capital markets to achieve long-term wealth creation for our clients.
Meet Our Team
Experience meets Equity investing
Our leadership team, backed by cumulative capital markets experience of over 4 decades, aim to deliver superior risk-adjusted returns for investors using timeless investing strategies.
Vikash Kumar Agarwal
Co-Founder & Managing Director
vikash.agarwal@paretocapital.in
Read more
Vikash is the founder and Managing Director of the Pareto Capital Group, which he founded in April 2019.
He actively invests in start-ups and mid-size unlisted companies with long-term growth potential. CRESCITA, part of the Pareto Capital Group, has been his recent acquisition with the aim to catalyse the portfolio management services domain for investors. He has a unique understanding of both, macro factors which impact markets and micro factors which affects sectoral performance. These skillsets combined with over 8 years of experience in the Indian financial markets make him well-equipped to diligently manage portfolio allocations for investors. His strong ability in understanding financial metrics and viable business scenarios enables him to take suitable investment decisions.
Prior to launching his own business venture, he worked with the Choice Group for over 6 years, where he was instrumental in setting up and running the equity and merchant banking desks. He was also actively involved in raising equity capital for multiple business houses. He brings with him valuable expertise in understanding business models, team management skills and leadership qualities that enables him to take strategic, apt and timely decisions. By qualification, he is a commerce graduate from the University of Rajasthan.
Aashiesh Agarwaal
Executive Director
aashiesh.agarwaal@paretocapital.in
Read more
Aashiesh is a seasoned finance professional with strong educational credentials.
He has multi-sector experience and extensive functional expertise in the Indian capital markets across equity research, strategy, investments, valuations, due diligence and transaction advisory. At CRESCITA, Aashiesh provides strategic direction to the investment and research divisions. His experience spanning over 20 years includes professional stints at marquee organisations namely Edelweiss Securities, IDFC Securities, Urban Infrastructure Venture Cap and CRISIL.
He has a successful track record in the institutional equities segment, having been a lead analyst in reputed domestic broking houses for over 7 years, where he covered diverse sectors namely real estate, auto and diversified listed business enterprises. His past stint includes a role in the Strategy and Research vertical of a leading private equity firm with a strong presence in the real estate space. Aashiesh commenced his entrepreneurial venture in 2015, in the transaction advisory space specialising in project feasibility studies, fundraising, financial restructuring and asset resolution for multiple clients in real estate, manufacturing, mining, hospitality, engineering, fabrication, solar power and other sectors. His contributions in the financial advisory domain have been recognised by eminent panels of juries. Aashiesh’s firm Pinakin Advisors has won several prestigious awards namely “Best B2B Transaction Advisory Firm in Real Estate space for successive years of 2019 and 2020” and “10 Most Promising Debt Management Consultants for 2019.” He holds an MBA from T A Pai Management Institute and is a Chartered Financial Analyst (CFA Institute, USA).
Pareto Group: Unlocking Synergies for clients
‘’The Whole is Greater than the Sum of its Parts.’’ – Aristotle
Crescita is now part of the Pareto Group
The complementary business verticals of the Pareto Group enable us to create and identify valuable synergistic opportunities for our clients across the financial services landscape.
Pareto Group: The parent of Crescita
The Pareto Group is a reputed financial services group, based out of Mumbai offering niche services in the domains of investment banking, investor relations advisory, asset management and alternative investment funds. We are a one-stop entity, offering integrated advisory and value-added solutions in the financial services, portfolio management and asset management domains.
Integrated Platform
Clients can access a wide gamut of specialised financial services as a one stop solution.
Professional Team
Our team comprises experienced professionals with strong skill sets across Investment Banking, Portfolio Management Services and Investor Relations.
Diversified Financial Services
We offer bundled service offerings with end-to end transaction support across client sectors and verticals.