28/2/2023

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5 mins read

PMS in Surat

Portfolio Management Services (PMS) are provided in Surat by Ckredence Wealth. A skilled money manager or portfolio manager creates a client's financial portfolio specifically to match their individual needs. Portfolio management services, PMS in Surat which fall under the category of specialised financial services, offer tailored investment solutions. The services are provided by qualified portfolio managers that give their clients the independence and flexibility to invest in accordance with predetermined aims. The portfolio manager divides the investment portfolio among various financial instruments, such as stocks, bonds, structured products, and specific individual assets. Similar to mutual fund investing, PMS allows investors to hold a selection of assets rather than fund units and gives them better control over their investment decisions. When you invest in PMS, individual stocks become your property. Only organisations that have registered with SEBI are permitted to provide PMS services to customers, according to SEBI regulations. According to SEBI guidelines, a PMS account must be opened with a minimum investment of Rs. 5 lacs. However, different vendors have varied minimum balance requirements for specific products. For instance, Birla AMC PMS mandates a minimum purchase amount for a product of Rs. 25 lacs. In India, portfolio management services are also provided by wealth management firms and equity brokerage firms. What credentials can you use to treat PMS? Ckredence Wealth offers portfolio management services to high net worth clients (PMS). A skilled money manager or portfolio manager creates a client's financial portfolio specifically to match their individual needs.

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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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