PORTFOLIO MANAGEMENT SERVICES (PMS)

GET IN TOUCH

WHAT WE DO?

For high-net-worth clients, Ckredence Wealth offers Portfolio Management Services (PMS). A professional money manager or portfolio manager tailors the investment portfolio of a client to suit his/her specific needs.

Our Clients reap the following benefits

Personalised and Professional Management of Portfolio

Timely Updates & Reporting

Transparent & Concentrated Investments for Individuals

Investment Approach Performance Chart

Investment Philosophy

Invest with an objective of generating long term wealth with sustained capital appreciation. The ideology of risk adjusted returns is followed which additionally helps in capital preservation.

PMS Certificates

PMS Registration Certificate

Disclosure Document

Contact Details of the Principal Officer

Ckredence Wealth Management Pvt Ltd

Name :
Mr Kartik Mehta Bhaskerray

Email Id :
kartik.mehta@ckredencewealth.com

Phone Number :
0261-4084449

Registration No:
INP000007164

Registration Type:
Non-Individual

Registration Validity:
Perpetual

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

Ckredence Wealth © 2022

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

Ckredence Wealth Management Pvt Ltd-

CIN: U67120GJ2001PTC039294

Ckredence Investment Services Pvt Ltd.-

CIN: U67120GJ2005PTC045572

Chirag 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

TwitterLinkedInYouTubeInstagramTelegram

Related Links

AMFISEBISCORESSMART ODRBSEINDIANSEINDIA

Info

AMFI Registered Mutual Fund Distributor

52902

RIA SEBI Regn No.

INA000016588

PMS SEBI Regn No.

INP000007164

SEBI Regn No.

AP0106360135292

Developed by: