Investment
REGISTERED INVESTMENT
ADVISOR (RIA)
Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future
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.
OUR BENEFITS
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
03
Transparent & Concentrated Investments
Clear, focused approaches that prioritize your interests
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 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
}
10 Lakhs
Min. Investment Amt
2307
BSE Enrolment No.
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
}
10 Lakhs
Min. Investment Amt
2307
BSE Enrolment No.
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
Investment
Investment
REGISTERED INVESTMENT
ADVISOR (RIA)
Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future
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.
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
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
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
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.
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
Investment
Investment
REGISTERED INVESTMENT
ADVISOR (RIA)
Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future
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.
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
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
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
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.
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
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