Investment
Investment
Investment
PORTFOLIO MANAGEMENT SERVICES (PMS)
PORTFOLIO MANAGEMENT SERVICES (PMS)
PORTFOLIO MANAGEMENT SERVICES (PMS)
Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future
Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future
Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future
What Do We Do?
What Do We Do?
Ckredence Wealth offers Portfolio Management Services (PMS) tailored for high-net-worth clients. Our expert portfolio managers design and manage investment portfolios to align with each client’s specific financial goals and needs.
Ckredence Wealth offers Portfolio Management Services (PMS) tailored for high-net-worth clients. Our expert portfolio managers design and manage investment portfolios to align with each client’s specific financial goals and needs.
OUR BENEFITS
01
Personalised and Professional Management
Invesr directly in companies, benefiting from growth and dividends
01
Personalised and Professional Management
Invesr directly in companies, benefiting from growth and dividends
01
Personalised and Professional Management
Invesr directly in companies, benefiting from growth and dividends
02
Timely Updates & Reporting
Regular insights to keep you informed on your investments
02
Timely Updates & Reporting
Regular insights to keep you informed on your investments
02
Timely Updates & Reporting
Regular insights to keep you informed on your investments
03
Transparent & Concentrated Investments
Clear, focused approaches that prioritize your interests
03
Transparent & Concentrated Investments
Clear, focused approaches that prioritize your interests
03
Transparent & Concentrated Investments
Clear, focused approaches that prioritize your interests
OUR INVESTMENT APPROACHES
OUR INVESTMENT APPROACHES
OUR INVESTMENT APPROACHES
Investment Philosophy
Investment Philosophy
Investment Philosophy
Our goal is to generate long-term wealth through sustained capital appreciation. We focus on achieving risk-adjusted returns to maximize gains while preserving capital. By diversifying our portfolio and continuously analyzing market trends, we aim to balance growth opportunities with risk management.
Our goal is to generate long-term wealth through sustained capital appreciation. We focus on achieving risk-adjusted returns to maximize gains while preserving capital. By diversifying our portfolio and continuously analyzing market trends, we aim to balance growth opportunities with risk management.
Our goal is to generate long-term wealth through sustained capital appreciation. We focus on achieving risk-adjusted returns to maximize gains while preserving capital. By diversifying our portfolio and continuously analyzing market trends, we aim to balance growth opportunities with risk management.
CONTACT DETAILS OF THE PRINCIPAL OFFICER
CONTACT DETAILS OF THE PRINCIPAL OFFICER
Ckredence Wealth Management Pvt Ltd
Name :
Mr Kartik Mehta Bhaskerray
Email Id :
kartik.mehta@ckredencewealth.com
Registration No:
INP000007164
Phone Number :
0261-4084449
Registration Type:
Non-Individual
Registration Validity:
Perpetual
SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006
Ckredence Wealth Management Pvt Ltd
Name :
Mr Kartik Mehta Bhaskerray
Email Id :
kartik.mehta@ckredencewealth.com
Registration No:
INP000007164
Phone Number :
0261-4084449
Registration Type:
Non-Individual
Registration Validity:
Perpetual
SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006
Ckredence Wealth Management Pvt Ltd
Name :
Mr Kartik Mehta Bhaskerray
Email Id :
kartik.mehta@ckredencewealth.com
Registration No:
INP000007164
Phone Number :
0261-4084449
Registration Type:
Non-Individual
Registration Validity:
Perpetual
SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006
PMS CERTIFICATES
PMS CERTIFICATES