Investment

REGISTERED INVESTMENT
ADVISOR (RIA)

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

OUR INVESTMENT APPROACHES

Ckredence
Vision 2047

Ckredence Vision 2047 portfolio is constructed to capitalize on the structural changes taking place in the Indian economy as it emerges to gain the title of 'Developed Nation' by the year 2047 favouring various industries over the years. The portfolio is meant to be a core buy and hold approach for investors seeking long-term capital appreciation.


{

Inception: 17 September, 2025

}

10 Lakhs

Min. Investment Amt

2307

BSE Enlistment No.

20-25

No. of Holdings

Flexi Cap

RIA Strategy

Ckredence Next
Wave Opportunity

Ckredence NextWave Opportunity portfolio is constructed to take advantage of the changing business cycles and look out for sectors currently facing headwinds but are well-positioned to turnaround with robust fundamentals. The portfolio mostly invests near to the expansion phase keeping in mind the sectoral and market capitalization exposure to achieve long-term capital appreciation and ride different business cycles.

{

Inception: 12 September, 2025

}

10 Lakhs

Min. Investment Amt

2307

BSE Enlistment No.

20-25

No. of Holdings

Flexi Cap

RIA Strategy

Ckredence All Season

The strategy is constructed to ensure diversified exposure across various asset classes and market capitalizations while simultaneously maintaining concentrated conviction across strong fundamentals and high-growth companies. The approach uses a mix of both top-down and bottom-up approaches leading to flexibility in investing in the available opportunities. However, strategy will be actively managed to respond effectively to the changing market conditions and take advantage of the market dynamics with an endeavor to enhance returns without taking undue risk.

{

Inception: 17 February, 2026

}

10 Lakhs

Min. Investment Amt

2307

BSE Enlistment No.

25-30

No. of Holdings

Flexi Cap

RIA Strategy

CONTACT DETAILS OF THE PRINCIPAL OFFICER

Ckredence Wealth Management Pvt Ltd

Name :

Mr. Mohit Patel

Email Id :

mohit.patel@ckredencewealth.com

Registration No:

INA000020846

Phone Number :

0261-69444670

Registration Type:

Non-Individual

Registration Validity:

August 7, 2025 – Perpetual

SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006

RIA CERTIFICATES

Disclosure Document

RIA Registration Certificate

Investment

REGISTERED INVESTMENT
ADVISOR (RIA)

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

OUR INVESTMENT APPROACHES

Ckredence Vision 2047

The Ckredence Vision 2047 strategy predominantly invests in Next Generation Businesses witnessing structural growth and transformational shifts in the economic landscapes. It capitalizes on themes of generational habit changes, financialization of savings, evolving consumption patterns, rapid technological advancements and India’s expanding export potential that will shape the next decades of economic growth. The proposed strategy would normally invest in 20-25 stocks.

{

Inception: 11 June, 2021

}

200+ Cr

Total AUM

74.82

Portfolio P / E

Ckredence Next
Wave Opportunity

The objective of the Ckredence Next Wave Opportunity is to generate long-term wealth creation through investing in sectors and companies which are experiencing temporary business and macroeconomic headwinds and are showing early signs of recovery and expected to turnaround in the near term. The strategy would normally invest in 20-25 stocks.

{

Inception: 11 June, 2021

}

200+ Cr

Total AUM

74.82

Portfolio P / E

CONTACT DETAILS OF THE PRINCIPAL OFFICER

Ckredence Wealth Management Pvt Ltd

Name :

Mr. Mohit Patel

Email Id :

mohit.patel@ckredencewealth.com

Registration No:

INA000020846

Phone Number :

0261-69444671

Registration Type:

Non-Individual

Registration Validity:

August 7, 2025 – Perpetual

SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006

Ckredence Wealth Management Pvt Ltd

Name :

Mr. Mohit Patel

Email Id :

mohit.patel@ckredencewealth.com

Registration No:

INA000020846

Phone Number :

0261-69444671

Registration Type:

Non-Individual

Registration Validity:

August 7, 2025 – Perpetual

SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006

RIA CERTIFICATES

Disclosure Document

RIA Registration Certificate

Investment

REGISTERED INVESTMENT
ADVISOR (RIA)

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

OUR INVESTMENT APPROACHES

Ckredence Vision 2047

Ckredence Vision 2047

The Ckredence Vision 2047 strategy predominantly invests in Next Generation Businesses witnessing structural growth and transformational shifts in the economic landscapes. It capitalizes on themes of generational habit changes, financialization of savings, evolving consumption patterns, rapid technological advancements and India’s expanding export potential that will shape the next decades of economic growth. The proposed strategy would normally invest in 20-25 stocks.

The Ckredence Vision 2047 strategy predominantly invests in Next Generation Businesses witnessing structural growth and transformational shifts in the economic landscapes. It capitalizes on themes of generational habit changes, financialization of savings, evolving consumption patterns, rapid technological advancements and India’s expanding export potential that will shape the next decades of economic growth. The proposed strategy would normally invest in 20-25 stocks.

{

Inception: 11 June, 2021

}

200+ Cr

200+ Cr

Total AUM

74.82

74.82

Portfolio P / E

Ckredence Next
Wave Opportunity

Ckredence Next
Wave Opportunity

The objective of the Ckredence Next Wave Opportunity is to generate long-term wealth creation through investing in sectors and companies which are experiencing temporary business and macroeconomic headwinds and are showing early signs of recovery and expected to turnaround in the near term. The strategy would normally invest in 20-25 stocks.

The objective of the Ckredence Next Wave Opportunity is to generate long-term wealth creation through investing in sectors and companies which are experiencing temporary business and macroeconomic headwinds and are showing early signs of recovery and expected to turnaround in the near term. The strategy would normally invest in 20-25 stocks.

{

Inception: 11 June, 2021

}

200+ Cr

200+ Cr

Total AUM

74.82

74.82

Portfolio P / E

CONTACT DETAILS OF THE PRINCIPAL OFFICER

Ckredence Wealth Management Pvt Ltd

Name :

Mr. Mohit Patel

Email Id :

mohit.patel@ckredencewealth.com

Registration No:

INA000020846

Phone Number :

0261-69444671

Registration Type:

Non-Individual

Registration Validity:

August 7, 2025 – Perpetual

SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006

Ckredence Wealth Management Pvt Ltd

Name :

Mr. Mohit Patel

Email Id :

mohit.patel@ckredencewealth.com

Registration No:

INA000020846

Phone Number :

0261-69444671

Registration Type:

Non-Individual

Registration Validity:

August 7, 2025 – Perpetual

SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006

RIA CERTIFICATES

Disclosure Document

RIA Registration Certificate

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