Direct PMS Onboarding

Login Portal

Our Services

Investment Approach

Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future

All Weather Investment Approach

AUM:

190+ Cr

The primary objective of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes.

{

Inception: 11 June, 2021

}

3.5+ Years

Fund Age

34.98

Portfolio P / E

33

Stocks

Total Clients

Diversified Investment Approach

AUM:

65+ Cr

Diversification Investment Approach intends to invest in baskets of stocks with no undue concentration in any stock or sector.

{

Inception: 11 June, 2021

}

3.5+ Years

Fund Age

60.37

Portfolio P / E

33

Stocks

Total Clients

Business Cycle Investment Approach

AUM:

90+ Cr

The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle.

{

Inception: 11 June, 2021

}

1+ Year

Fund Age

50.91

Portfolio P / E

33

Stocks

Total Clients

Ice Growth Investment Approach

AUM:

85+ Cr

ICE Growth Investment Approach intends to invest in baskets of stocks covering consumption, exports and investment aspects of the economy with no undue concentration in any stock or sector.

{

Inception: 11 June, 2021

}

7 Months

Fund Age

76.41

Portfolio P / E

40

Stocks

Total Clients

Logo

Transforming Investments

into Lasting Wealth

PMS

PMS

PMS

Mutual Fund

Mutual Fund

Mutual Fund

Equity

Equity

Equity

About Us

About Us

About Us

Contact Us

Contact Us

Contact Us

NRI Desk

NRI Desk

NRI Desk

Resources

Resources

Resources

Insights

Insights

Insights

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

Vadodara Office

507, The Park, Akshar Chowk, Vadodara 390020, India

Ckredence Wealth Management Pvt Ltd

CIN: U67120GJ2001PTC039294

Ckredence Investment Services Pvt Ltd

CIN: U67120GJ2005PTC045572

Ckredence 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

Related Links

AMFI

SEBI

SCORES

SMART ODR

SMART ODR SEBI Circular

BSEINDIA

NSEINDIA

More Info

AMFI Regd MF Distributor

ARN - 52902

Date of initial reg.

20-09-2007

Current Validity of ARN.

19-09-2027

PMS SEBI Regn No.

INP000007164

SEBI Regn No.

AP0106360135292

Company

Home

PMS

Mutual Fund

Equity

About Us

Contact Us

NRI Desk

Our Resources

Insights

Support

Cookies Policy

Privacy Policy

PMLA Policy

Investor Charter (PMS)

RIA

Annual Return (31.03.22)

Annual Return (31.03.23)

Annual Return (31.03.24)

Accredited Investors

Ckredence Wealth

@2024 All Rights Reserved