CREST, an AI-native fractional family office and asset management platform, has raised USD 3.1 million in a pre-seed funding round led by BEENEXT. The round also saw participation from Sparrow, Shastra VC, DeVC, Warmup Ventures, Atrium Ventures, 91ventures, and more than 40 founders and CXOs from India and the UAE.
The participating investors include Amit Ranjan, Chirag Taneja, Revant Bhate, Shantanu Deshpande, and Kashish Sharma.
The company said it will use the fresh capital to strengthen its technology platform, expand its family office and investment teams, and improve regulatory and compliance functions. CREST also plans to build its asset management offerings across Indian and global public markets, along with real estate investments.
With the funding announcement, CREST has officially emerged from stealth mode.
CREST operates as a combined platform offering family office advisory, asset management, technology, and community-driven services. The company provides support in areas such as consolidated reporting, tax structuring, asset allocation, succession planning, estate planning, and investment oversight.
The platform follows an advisory-led approach and works with clients across different geographies, asset classes, and investment structures.
According to CREST, the platform aims to address the growing demand for structured wealth management among founders, business owners, and high-net-worth individuals.
Commenting on the development, Co-Founders Girish Singhi and Zuhaib Khan said many founders and business owners in India have created significant wealth, but their personal financial structures often remain fragmented.
They added that CREST was built to provide long-term investment discipline, governance, and technology support through a single platform. The founders said the funding will help the company strengthen its platform and expand its teams.
CREST cited the UBS Global Wealth Report, which estimates that India currently has more than 900,000 dollar millionaires. The report also projects that the number could nearly double by 2030, with the country expected to add around USD 2.4 trillion in new financial wealth during the same period.
The company believes this shift is creating demand for modern family office services that offer long-term financial planning and wealth preservation.
CREST also said many wealthy families today manage both domestic and international pools of capital. The company aims to support clients across both segments through a fiduciary-first and advisory-focused model.
Saksham Pant, Principal at BEENEXT, said founders, CXOs, and business families are increasingly looking for long-term wealth management partners.
He added that CREST is building a modern family office platform by combining investment expertise with AI-driven technology built on India’s evolving financial infrastructure.
Over the next year, CREST plans to further develop its technology platform and expand its family office and asset management services across India and the UAE.
The company also plans to build partnerships with chartered accountant firms, audit firms, legal experts, and other financial advisers working closely with founders and business families.
In the long term, CREST aims to expand its presence across India, the UAE, and Singapore.
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