Corporate Finance
Estate Planning
Wealth Management
About Credalis Capital
Empowering clients to fulfill their
Financial goals and aspirations
As a premier wealth management company, we take pride in providing personalized and innovative solutions tailored to each client’s unique needs. With a team of experienced financial experts, we strive to be a trusted partner in your journey to financial success.
Icon Adcorp Private Limited is one of the leading financial consultancy organization of Central India. Icon has been consistently serving Power Plants, Real Estate,Gems and Jewellery, Steel, Textiles, Banks, Automotive, Chemicals, Education and Non Profit Organizations, Energy, Utilities and Mining,Financial Services, Health Care industries of Chhattisgarh for the past 20 years.
Icon has a team of more than 30 professional CAs, CSs and CMAs. Icon has been guiding and mentoring many SMEs and Small Businesses grow exponentially and get financial stability.
The company provides consultancy in Debt-Syndication, Transaction Advisory, Rating Consultancy. Today, we have carved a niche as one of the reliable Corporate Financial Consultants based in Central India
BPlan Advisors is a boutique advisory firm, with 10+ dedicated professionals and 25+ committed subject matter experts. The team brings combined knowledge of 50+ years of professional experience, from various domains in National as well as international markets. The Leaders are Alumni of prestigious institutes. They bring industry experience from leading corporates. We help funded startups and family-owned businesses stand out by providing end-to-end services. When you work with us, we take full responsibility for services that helps you follow your passion.
Major Services Include: Venture Building, Branding & Marketing, Fundraising.
Identified Market Gaps in Indian market
Poor service and communication contribute to client dissatisfaction, highlighting the need for improved quality and effective interaction.
Despite growth potential, a gap remains for high-quality wealth management providers to enhance accessibility and solutions.
Adapting to shifting demographics and personalized service preferences poses a challenge for firms in India
What We Do?
Corporate Finance
The focus revolves around evaluating the company's valuation, securing funds, strategically allocating resources for projects or investments, and ensuring prudent utilization to drive sustainable growth and profitability.
- IPO Listing
- PE Deals
- StartUp Fundings
- Strategic Investments
Estate Planning
The emphasis is on planning future that what happens to your money and things after you pass away. The goal is to make sure everything gets passed on smoothly to the right people & without causing problems.
- Legacy Planning
- Will Creation & Execution
- Power of Attorney
- Trust Formation & Management
Wealth Management
The service aims to help clients effectively manage, grow, and protect their wealth while achieving their financial goals and securing their financial future.
- Mutual Funds
- Alternative Investment Funds
- Bonds
- Art and Collectibles
- Permanent Residence
- International Investment
Our Values
Our Commitment to Core Values Drives Every Decision and Action –
Client-Centric Approach
Fostering open communication to gain valuable insights into clients' unique needs.
Collaboration
Recognizing partnerships and collective expertise to unlock the true potential of both clients' businesses and our own.
Transparency
We are committed to building trust with our clients, partners, and investors, ensuring that they have complete confidence in our services.
Management Team
CA Nilesh Jain
Director23 Years Industry Experience
Project Finance & Other Financial Consultancy Products
CA Gopal Bordia
Director38 Years Industry Experience
Banking, Finance, Carbon Advisory Consultancy & Management of Steel Industry
Abhinav Khandelwal
Director15 Years Industry Experience
Venture Builder, 2 Ex-Founder, Entrepreneur Mindset, Operator, Investor, Team Builder
Trusted
Clients
Finished
Projects
Years of
Experience
Visited
Conferences
Read Our Latest Insights
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Contact Us
We welcome and celebrate different perspectives to help our firm, our clients and our people.
What People Say About Us
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Oliver Simson
client of company
Mary Grey
client of company
Samanta Fox
client of companyOliver Simson
client of companyMary Grey
client of company
