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OUR SERVICES
Professional portfolio management tailored to individual investor needs and risk profiles. Our expert team crafts personalized investment strategies, actively managing portfolios to optimize returns and minimize risks. We provide transparent, customized solutions that align with your unique financial goals and investment horizon.
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Simplify your investment journey with our range of mutual fund offerings. Whether you're a beginner or seasoned investor, our professional team help you achieve your financial goals with diversified and hassle-free options.
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Unlock the potential of the stock market with our robust Equity investment services. We offer strategic stock selection, and expert guidance to help investors navigate the dynamic world of equity investments. Our approach combines fundamental analysis, market trends, and risk management to create equity portfolios that aim to deliver sustainable growth and value for our clients.
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Our Registered Investment Adviser service provides investment guidance based on an investor’s financial goals, risk profile and investment horizon. Recommendations are made within a structured advisory framework, with the investor retaining control over investment decisions and execution. The service is designed to help investors understand suitable investment approaches, asset allocation and portfolio considerations through a research-led advisory process.
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The primary objective of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes.
Know MoreTotal PMS AUM
800+ CR
No. of Clients
500+
Min Investment Amount
50 Lakhs
Min SIP Amount
2 Lakhs
22+ Years Experience
Our Fund Manager Publishes Monthly overview on market and our current holdings
MUTUAL FUND APP
Bringing Mutual Funds At Your Fingertips
Our Mutual Fund App Is Easy To Use & Secure
4.9
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Our app is available on Play Store & App Store
BLOGS
Ckredence Wealth
September 27, 2026
Ckredence Wealth
September 24, 2026
Ckredence Wealth
September 22, 2026
Ckredence Wealth
September 20, 2026
Achievements & Awards
Our milestones and industry recognition that reflect our commitment to excellence and client success.
Highest online transaction
Highest online mutual fund on CAMS Surat
Highest online mutual fund AUM in Surat in the Veteran IFA Category
Under Quality, Risk and Consistency Report Published by PMS AIF Report
Under Quality, Risk and Consistency Report Published by PMS AIF Report
By Aditya Birla, TATA, SBI, Sundaram, ICICI, HDFC, Bandhan
Highest online transaction
Highest online mutual fund on CAMS Surat
Highest online mutual fund AUM in Surat in the Veteran IFA Category
Under Quality, Risk and Consistency Report Published by PMS AIF Report
By Aditya Birla, TATA, SBI, Sundaram, ICICI, HDFC, Bandhan
Under Quality, Risk and Consistency Report Published by PMS AIF Report
JOIN OUR COMMUNITY
Answers to commonly asked questions about our templates, services, and purchasing process.
Ask QuestionA portfolio manager is a body corporate, which, pursuant to a contract with a client, advises or directs or undertakes on behalf of the client (whether as a discretionary portfolio manager or otherwise) the management or administration of a portfolio of securities or goods or funds of the client.
TESTIMONIALS
2 Years Ago
Polite and Proper customer service with a good feedback mechanism.
Jatin Gohel
2 Years Ago
It's excellent place for investment and more profitable idea for great life
Bhavesh Tadavi
4 years ago
Very good experience!!! Handles portfolio nicely.. prompt replies, regular followup...These guys are excellent
Mayur Shah
2 years ago
Ckredence Wealth - is one of the best financial advisor i have ever met. I am astonished with the technical advise and investment plans they offered to me. One must visit for best future planning.
Shahnawaz Shaikh
A year ago
Very nice service and good staff. Always getting quick reply for any query. Ms Riya Always very supportive and helpful.
Ajay Jariwala
4 months ago
It is a very good company to invest in. And it provides service to very good people.
Shruti Khalasi
3 weeks ago
Incredible experience with Ckredence wealth Team , Team is good with experience and knowledge.
Jainendra Jariwala
A year ago
Service is good and staff is very helpful
Pratik Shah
4 weeks ago
The service and the overall experience wa outstanding. I will definitely be in touch with this company regularly and will recommend them to everyone I know!!
Jimmy Pardhi
A year ago
I would not hesitate to recommend your company to others and look forward to engaging with your services again in the future.
Naman Sharma
2 years ago
One of the best finacial Service Provider in Surat ... who support's clients very well from base roots and give realtime solutions and advices for their benefits ... Cooperative staff with too good advisory skills with best Financial Knowledge.... 👍
Kia Piuh
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