16/1/2023

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5 mins read

Mutual Fund Consultants in Surat

Distribution of mutual funds and investing services are provided by Ckredence Wealth. In order to give a carefully curated selection of funds to invest in based on our knowledge of the markets, we analyse the needs of our clients, their degrees of risk tolerance, and their financial goals. To keep our clients informed of the most recent changes in the MF market, we offer a variety of investor education programmes, such as webinars and seminars. To help our clients profit from a volatile market, we also provide unique solutions including value SIP, step-up SIP, and SIP assure SWP system. Personalized advice tailored to Individuals' & Companies' Needs

Advisors for mutual funds are knowledgeable individuals who are capable of comprehending a fund's objectives and subtleties. They have to determine which fund corresponds to the investor's preferences. Therefore, the individual must possess a current National Institute of Securities Market certification (NISM).

Types of Mutual funds: * Equity Funds * Hybrid Funds * Debt Funds * Sectoral Funds * International Funds

The most popular investment option for residents of Surat and the rest of India is mutual funds. They can be viewed as a collection of investments.

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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:
info@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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