REGISTERED INVESTMENT ADVISOR

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Registered Investment Advisor

We at Ckredence Wealth explain the investment ideas of our experts and propose adequate investment solutions to our clients. Understanding investors’ risk profiles, identifying the needs and goals of the clients, and providing them with recommendations and advice related to their portfolio and investment

Our clients reap the following benefits:


| Minimisation of Portfolio Risk | Developing a tactical Asset Allocation | Maximise your Investment Performance | Diversified Stock Investment |

Complaint Dashboard - Registered Investment Advisor

Data for the month end - April 2022
Complaints Received From Pending at the end of last month Received Resolved* Total Pending# Pending > 3 Months Avg. Resolution Time ^ (in days)
Directly from Investors Nil Nil NA NA NA NA
SEBI (SCORES) Nil Nil NA NA NA NA
Other Source (if any) Nil Nil NA NA NA NA
Grand Total Nil Nil NA NA NA NA
^Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month

Trend of monthly disposal of complaints

Month Carried forward from previous month Received Resolved* Pending#
Apr-22 Nil Nil NA NA
Mar-22 Nil Nil NA NA
Feb-22NilNilNANA
Jan-22 NilNilNANA
Grand Total Nil Nil NA NA

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Month Carried forward from previous Year Received Resolved* Pending#
2021-2022 Nil Nil NA NA


Grand Total Nil Nil NA NA