What's new
What's new
Read Our Latest Blogs To Get Updated With The Market
Read Our Latest Blogs To Get Updated With The Market
Welcome to Ckredence
Welcome to Ckredence
Welcome to Ckredence
,
Your Journey
Your Journey
Your Journey
to prosperity
to prosperity
to prosperity
Starts right here
Starts right here
Starts right here
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
OUR SERVICES
Portfolio Management Service
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
OUR SERVICES
Mutual Fund
Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
OUR SERVICES
Equity
Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
PMS Investment Approaches
All Weather Investment Approach
The primary objective of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes.
All Weather
Diversified
Business Cycle
ICE Growth
Total PMS AUM
550+ CR
No. of Clients
410 +
Min Investment Amount
50 Lakhs
Min SIP Amount
2 Lakhs
PMS Investment Approaches
All Weather
Diversified
Business Cycle
ICE Growth
All Weather Investment Approach
The primary objective of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes.
Total PMS AUM
550+ CR
No. of Clients
410 +
Min Investment Amount
50 Lakhs
Min SIP Amount
2 Lakhs
PMS Investment Approaches
All Weather
Diversified
Business Cycle
ICE Growth
All Weather Investment Approach
The primary objective of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes.
Total PMS AUM
550+ CR
No. of Clients
410 +
Min Investment Amount
50 Lakhs
Min SIP Amount
2 Lakhs
Desk Of Fund Manager
Kartik Mehta
20+ Years Experience
Our Fund Manager Publishes Monthly overview on market and our current holdings
Desk Of Fund Manager
Kartik Mehta
20+ Years Experience
Our Fund Manager Publishes Monthly overview on market and our current holdings
Desk Of Fund Manager
Kartik Mehta
20+ Years Experience
Our Fund Manager Publishes Monthly overview on market and our current holdings
MUTUAL FUND APP
Convenince of mutual fund
management, now at your fingertips
Convenince of mutual fund
management, now at your fingertips
CKREDENCE MUTUAL FUNDS APP
Bringing Mutual Funds At Your Fingertips
TRUSTED BY USERS
Our Mutual Fund App Is Easy To Use & Secure
4.9
CKREDENCE MUTUAL FUNDS APP
Bringing Mutual Funds At Your Fingertips
TRUSTED BY USERS
Our Mutual Fund App Is Easy To Use & Secure
4.9
MUTUAL FUND APP
Convenince of mutual fund
management, now at your fingertips
BLOGS
BLOGS
Read Our Latest Blogs
Read Our Latest Blogs
Read Our Latest Blogs
How to Invest in Portfolio Management Services: A Complete Guide for 2025
Ckredence Wealth
May 8, 2025
How to Invest in Portfolio Management Services: A Complete Guide for 2025
Ckredence Wealth
May 8, 2025
How to Invest in Portfolio Management Services: A Complete Guide for 2025
Ckredence Wealth
May 8, 2025
Portfolio Management Services vs Mutual Funds: Which Investment Strategy Fits You Best?
Ckredence Wealth
May 5, 2025
Portfolio Management Services vs Mutual Funds: Which Investment Strategy Fits You Best?
Ckredence Wealth
May 5, 2025
Portfolio Management Services vs Mutual Funds: Which Investment Strategy Fits You Best?
Ckredence Wealth
May 5, 2025
Top 10 Portfolio Management Services in India 2025 [For Investors]
Ckredence Wealth
May 2, 2025
Top 10 Portfolio Management Services in India 2025 [For Investors]
Ckredence Wealth
May 2, 2025
Top 10 Portfolio Management Services in India 2025 [For Investors]
Ckredence Wealth
May 2, 2025
Best Financial Advisor in Mumbai – Ckredence Wealth
Ckredence Wealth
June 17, 2024
Best Financial Advisor in Mumbai – Ckredence Wealth
Ckredence Wealth
June 17, 2024
Best Financial Advisor in Mumbai – Ckredence Wealth
Ckredence Wealth
June 17, 2024
Achievements & Awards
A Graceful Journey Of 35 Years
Our milestones and industry recognition that reflect our commitment to excellence and client success.
Awards & Recignitions
BSE award for transaction 2022 - 23'
Highest online transaction
Awards & Recignitions
CAMS award for transaction 2022 - 23'
Highest online mutual fund on CAMS Surat
Awards & Recignitions
BSE Star MF: 2020 - 21
Highest online mutual fund AUM in Surat in the Veteran IFA Category
Achievements
Diversified Investment Approach in Top 15 PMS for June ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Achievements
Diversified Investment Approach in Top 10 PMS for March ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Awards & Recignitions
Certificate award for NFO contribution - F.Y 2023 - 24'
By Aditya Birla, TATA, SBI, Sundaram, ICICI, HDFC, Bandhan
Awards & Recignitions
BSE award for transaction 2022 - 23'
Heighest online transaction
Awards & Recignitions
CAMS award for transaction 2022 - 23'
Heighest online mutual fund on CAMS Surat
Awards & Recignitions
BSE Star MF: 2020 - 21
Heighest online mutual fund AUM in Surat in the Veteran IFA Category
Awards & Recignitions
Certificate award for NFO contribution - F.Y 2023 - 24'
By Aditya Birla, TATA, SBI, Sundaram, ICICI, HDFC, Bandhan
Achievements
Diversified Investment Approach in Top 10 PMS for March ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Achievements
Diversified Investment Approach in Top 15 PMS for June ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Achievements & Awards
A Graceful Journey Of 35 Years
Our milestones and industry recognition that reflect our commitment to excellence and client success.
Awards & Recignitions
BSE award for transaction 2022 - 23'
Highest online transaction
Awards & Recignitions
CAMS award for transaction 2022 - 23'
Highest online mutual fund on CAMS Surat
Awards & Recignitions
BSE Star MF: 2020 - 21
Highest online mutual fund AUM in Surat in the Veteran IFA Category
Achievements
Diversified Investment Approach in Top 15 PMS for June ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Achievements
Diversified Investment Approach in Top 10 PMS for March ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Awards & Recignitions
Certificate award for NFO contribution - F.Y 2023 - 24'
By Aditya Birla, TATA, SBI, Sundaram, ICICI, HDFC, Bandhan
Awards & Recignitions
BSE award for transaction 2022 - 23'
Heighest online transaction
Awards & Recignitions
CAMS award for transaction 2022 - 23'
Heighest online mutual fund on CAMS Surat
Awards & Recignitions
BSE Star MF: 2020 - 21
Heighest online mutual fund AUM in Surat in the Veteran IFA Category
Awards & Recignitions
Certificate award for NFO contribution - F.Y 2023 - 24'
By Aditya Birla, TATA, SBI, Sundaram, ICICI, HDFC, Bandhan
Achievements
Diversified Investment Approach in Top 10 PMS for March ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Achievements
Diversified Investment Approach in Top 15 PMS for June ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Achievements & Awards
A Graceful Journey Of 35 Years
Our milestones and industry recognition that reflect our commitment to excellence and client success.
Awards & Recignitions
BSE award for transaction 2022 - 23'
Highest online transaction
Awards & Recignitions
CAMS award for transaction 2022 - 23'
Highest online mutual fund on CAMS Surat
Awards & Recignitions
BSE Star MF: 2020 - 21
Highest online mutual fund AUM in Surat in the Veteran IFA Category
Achievements
Diversified Investment Approach in Top 15 PMS for June ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Achievements
Diversified Investment Approach in Top 10 PMS for March ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Awards & Recignitions
Certificate award for NFO contribution - F.Y 2023 - 24'
By Aditya Birla, TATA, SBI, Sundaram, ICICI, HDFC, Bandhan
Awards & Recignitions
BSE award for transaction 2022 - 23'
Heighest online transaction
Awards & Recignitions
CAMS award for transaction 2022 - 23'
Heighest online mutual fund on CAMS Surat
Awards & Recignitions
BSE Star MF: 2020 - 21
Heighest online mutual fund AUM in Surat in the Veteran IFA Category
Awards & Recignitions
Certificate award for NFO contribution - F.Y 2023 - 24'
By Aditya Birla, TATA, SBI, Sundaram, ICICI, HDFC, Bandhan
Achievements
Diversified Investment Approach in Top 10 PMS for March ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Achievements
Diversified Investment Approach in Top 15 PMS for June ’24 in India
Under Quality, Risk and Consistency Report Published by PMS AIF Report
JOIN OUR COMMUNITY
JOIN OUR COMMUNITY
Regular Updates On Whatsapp
Regular Updates On Whatsapp
Regular Updates On Whatsapp
General FAQ’s
General FAQ’s
General FAQ’s
Answers to commonly asked questions about our templates, services, and purchasing process.
Answers to commonly asked questions about our templates, services, and purchasing process.
Answers to commonly asked questions about our templates, services, and purchasing process.
Who is a Portfolio Manager?
A portfolio manager is a body corporate, which, pursuant to a contract with a client, advises or directs or undertakes on behalf of the client (whether as a discretionary portfolio manager or otherwise) the management or administration of a portfolio of securities or goods or funds of the client.
What is the difference between discretionary portfolio management service and non-discretionary portfolio management service?
What is the procedure of making an application for obtaining registration as a portfolio manager from SEBI?
What is the minimum Net worth requirement of a portfolio manager?
What fees can a portfolio manager charge from its clients for the services rendered by him?
What are the various securities in which a Portfolio Manager may invest clients’ funds?
Whether the funds of clients availing discretionary PMS may be invested in unlisted bonds, which are traded over the counter but settled and reported to the Stock Exchanges?
Show More
Who is a Portfolio Manager?
A portfolio manager is a body corporate, which, pursuant to a contract with a client, advises or directs or undertakes on behalf of the client (whether as a discretionary portfolio manager or otherwise) the management or administration of a portfolio of securities or goods or funds of the client.
What is the difference between discretionary portfolio management service and non-discretionary portfolio management service?
What is the procedure of making an application for obtaining registration as a portfolio manager from SEBI?
What is the minimum Net worth requirement of a portfolio manager?
What fees can a portfolio manager charge from its clients for the services rendered by him?
What are the various securities in which a Portfolio Manager may invest clients’ funds?
Whether the funds of clients availing discretionary PMS may be invested in unlisted bonds, which are traded over the counter but settled and reported to the Stock Exchanges?
Show More
Who is a Portfolio Manager?
A portfolio manager is a body corporate, which, pursuant to a contract with a client, advises or directs or undertakes on behalf of the client (whether as a discretionary portfolio manager or otherwise) the management or administration of a portfolio of securities or goods or funds of the client.
What is the difference between discretionary portfolio management service and non-discretionary portfolio management service?
What is the procedure of making an application for obtaining registration as a portfolio manager from SEBI?
What is the minimum Net worth requirement of a portfolio manager?
What fees can a portfolio manager charge from its clients for the services rendered by him?
What are the various securities in which a Portfolio Manager may invest clients’ funds?
Whether the funds of clients availing discretionary PMS may be invested in unlisted bonds, which are traded over the counter but settled and reported to the Stock Exchanges?
Show More
TESTIMONIALS
TESTIMONIALS
What Our Clients Say About Us
What Our Clients Say About Us
What Our Clients Say About Us
2 Years Ago
Polite and Proper customer service with a good feedback mechanism.
Jatin Gohel
2 Years Ago
It's excellent place for investment and more profitable idea for great life
Bhavesh Tadavi
4 years ago
Very good experience!!! Handles portfolio nicely.. prompt replies, regular followup...These guys are excellent
Mayur Shah
2 years ago
Ckredence Wealth - is one of the best financial advisor i have ever met. I am astonished with the technical advise and investment plans they offered to me. One must visit for best future planning.
Shahnawaz Shaikh
A year ago
Very nice service and good staff. Always getting quick reply for any query. Ms Riya Always very supportive and helpful.
Ajay Jariwala
4 months ago
It is a very good company to invest in. And it provides service to very good people.
Shruti Khalasi
3 weeks ago
Incredible experience with Ckredence wealth Team , Team is good with experience and knowledge.
Jainendra Jariwala
A year ago
Service is good and staff is very helpful
Pratik Shah
4 weeks ago
The service and the overall experience wa outstanding. I will definitely be in touch with this company regularly and will recommend them to everyone I know!!
Jimmy Pardhi
A year ago
I would not hesitate to recommend your company to others and look forward to engaging with your services again in the future.
Naman Sharma
2 years ago
One of the best finacial Service Provider in Surat ... who support's clients very well from base roots and give realtime solutions and advices for their benefits ... Cooperative staff with too good advisory skills with best Financial Knowledge.... 👍
Kia Piuh
2 Years Ago
Polite and Proper customer service with a good feedback mechanism.
Jatin Gohel
2 Years Ago
It's excellent place for investment and more profitable idea for great life
Bhavesh Tadavi
4 years ago
Very good experience!!! Handles portfolio nicely.. prompt replies, regular followup...These guys are excellent
Mayur Shah
2 years ago
Ckredence Wealth - is one of the best financial advisor i have ever met. I am astonished with the technical advise and investment plans they offered to me. One must visit for best future planning.
Shahnawaz Shaikh
A year ago
Very nice service and good staff. Always getting quick reply for any query. Ms Riya Always very supportive and helpful.
Ajay Jariwala
4 months ago
It is a very good company to invest in. And it provides service to very good people.
Shruti Khalasi
3 weeks ago
Incredible experience with Ckredence wealth Team , Team is good with experience and knowledge.
Jainendra Jariwala
A year ago
Service is good and staff is very helpful
Pratik Shah
4 weeks ago
The service and the overall experience wa outstanding. I will definitely be in touch with this company regularly and will recommend them to everyone I know!!
Jimmy Pardhi
A year ago
I would not hesitate to recommend your company to others and look forward to engaging with your services again in the future.
Naman Sharma
2 years ago
One of the best finacial Service Provider in Surat ... who support's clients very well from base roots and give realtime solutions and advices for their benefits ... Cooperative staff with too good advisory skills with best Financial Knowledge.... 👍
Kia Piuh
Need Help?, Talk to an Expert
Stay connected with us through Whatsapp
No spam, just genuine support!
Instant Assistance
Personalized Solutions
Real-Time Query Resolution
No spam, just genuine support!
Need Help?, Talk to an Expert
Stay connected with us through Whatsapp
No spam, just genuine support!
Instant Assistance
Personalized Solutions
Real-Time Query Resolution
No spam, just genuine support!
Need Help?, Talk to an Expert
Stay connected with us through Whatsapp
No spam, just genuine support!
Instant Assistance
Personalized Solutions
Real-Time Query Resolution
No spam, just genuine support!
Complaint Reports