About us

Who are we

Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. In today’s times, people have multiple investment options to choose from. Also, information is readily available on the internet to help them understand different investment avenues and make the right decision. However, this requires a lot of time and energy, which most people cannot spare.

At Ckredence Wealth, we value your time as well as your money. We have a team of professionals who have dedicated years to understand various investment avenues and possess specialized skills to help you make investment decisions with ease.

what ckredence is all about

Our mission

Developing long-term relationships by helping customers to achieve their goals through customized, structured and techno-savvy services

ckredence mission

Our vision

Be the best Financial Services Provider, leading with innovative solutions for the Growth and Prosperity of customers.

ckredence vision

Our team

Arvindbhai Shah

Arvindbhai Shah

Founder

Arvindbhai Keshavlal Shah is the FOUNDER and GUIDING FORCE behind Chirag Investments and Ckredence Wealth. He is the dynamic man who started with a dream 34 years ago. A dream to make investments possible and feasible for everyone. With immense expertise in finance and accounting, Mr Arvindbhai makes sure that each client gets exactly what he wants. His cost-effective methods of operating ensure that his Company provides maximum services at minimum charges to the client. Kind-hearted and Compassionate, Mr Arvindbhai believes in developing life-long relationships with clients and employees. In 3 decades, he has established a formidable financial institution with exemplary service tradition.

Chirag Shah

Chirag Shah

CEO, Director

Chirag Arvindbhai Shah is Mr Arvind’s son and the MANAGING DIRECTOR of Chirag Investments and now Ckredence Wealth. He is a keen follower of his father’s astute business policies and has taken the family legacy further. Certified in various finance and investment courses, Mr Chirag brings a fresh perspective to the Company. He is always looking at developing new investment strategies and creating fresh avenues of diversifying funds. Over the past 26 years, he has developed commendable relationships with clients, understanding their needs and acquiring the best possible investment opportunities for them.

Kartik Bhaskerray.

CIO,Kartik Mehta

PMS Fund Manager

Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services and has recently joined the Ckredence team. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 19 years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.

Journey so far

Why Ckredence

Ckredence Wealth offers customized investment solutions to all its clients. We believe that our success depends upon our clients making money. Hence, all our processes are client- centric, and our service team walks the extra mile to answer any queries you may have.

what ckredence is all about

Our values

ckredence value

Being Ethical

Transparency Icons

Transparency

Our strengths

ckredence offline and online availability.

Available online and offline

Top-notch customer service.

Top-notch customer service

Client-centricity

Client-centricity

Secure and easy transactions.

Secure and easy transactions

Time-sensitive approach to services

Time-sensitive approach to services

Integrity and transparency

Integrity and transparency

Ckredence Wealth © 2022

Surat (Head office)
B 101/106, Tirupati Plaza, Near Collector Office, Athwagate, Surat 395001, Gujarat, India. T 0261 - 4084444
Mumbai Office
A/6, Ground Floor, Jain Society, Jitendra Road, Malad (East), Mumbai 400097, Maharashtra, India. M +91 98205 72872

Ckredence Wealth Management Pvt Ltd-

CIN: U67120GJ2001PTC039294

Ckredence Investment Services Pvt Ltd.-

CIN: U67120GJ2005PTC045572

Chirag Financial Services -

REGN NO: GUJ/SRT/(17) – 40682

Contact Us

Info Email:
media@ckredencewealth.com

Compliance Email:
compliance@ckredencewealth.com

Grievance Email:
grievances@ckredencewealth.com

Contact No:
0261-4084412

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Related Links

AMFISEBISCORESSMART ODRSMART ODR SEBI CircularBSEINDIANSEINDIA

Info

AMFI Regd MF Distributor

ARN - 52902

Date of initial reg.

20-09-2007

Current Validity of ARN.

19-09-2024

RIA SEBI Regn No.

INA000016588

PMS SEBI Regn No.

INP000007164

SEBI Regn No.

AP0106360135292

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