About Us

CREDIBILIS Consultancy Management is a Mumbai, India based financial planning firm that provides fee-based financial planning, investment advisory and wealth management services.  We cater to clients from all over the country as well as NRI’s.

CREDIBILIS Consultancy Management is founded by Harish Barke & Pramod Suvarna – a finance professional who has spent more 15 years in the financial services industry out of which 10 years were in the financial advisory space. CREDIBILIS specializes in offering detailed & comprehensive financial planning and advisory services to individual clients and corporates.

At CREDIBILIS, we make our clients and their goals our topmost priority. Our endeavor is to guide you to set realistic goals, help you fulfill them and support you throughout the entire financial planning process.  We also coach and mentor our clients to create and preserve wealth along the journey.

Harish Barke is a CERTIFIED FINANCIAL PLANNERCM professional with more than 15 years’ experience in the financial services industry out of which 10 years were in the financial advisory space. He has also earned the Chartered Wealth Manager® (CWM®) designation offered by AAFM® USA and is a Fellow Member of the Insurance Institute of India.  Prior to starting CREDIBILIS Consultancy Management, he was responsible for setting up and managing the financial planning desk at a Bangalore based Wealth Management Company. Prior to his he has worked with a leading financial planning firm and MNC’s in the past.  Harish has completed an MBA in Finance and CA Intermediate.

Pramod Suvarna has more then 15 years of rich experience in the field of Finance. He is an AMFI registered Mutual Fund Advisor and IRDA certified Insurance counselor. He believes his clients are the most valued ambassadors and also partners in growth.Earlier Pramod has worked with various Private Banks and Non-Banking Finance Companies.

As Financial Planning and Investment Advisory specialists, CREDIBILIS Consultancy Management focuses on providing solutions that encompass every aspect of a client’s financial life, target their unique situations and emphasize on specific goals and objectives.