Ckredence Wealth — Your Journey to Prosperity

Who are we

Ckredence Wealth is the modern evolution of Chirag Investments, offering comprehensive wealth management services. Today, there are many investment options available, and while the internet provides plenty of information, it can be time-consuming and complicated to make the right choices.

At Ckredence Wealth, we respect both your time and money. Our team of experts has spent years mastering various investment strategies and is equipped with the skills to help you make informed investment decisions easily and efficiently.

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37

Years Of Experience

15,000+

Clients Served

40+

Team of Professionals

25+

NRI Clients

1900+ Crs

Asset Under Custody

Mission & Vision

"Turning your financial goals into lasting results through smart, structured planning."

At Ckredence Wealth, our mission is to build enduring relationships by assisting clients in achieving their financial goals. We do this through personalised, well-structured, and technologically advanced services.

"To be the most trusted name in wealth management with clarity and purpose."

To be the leading financial services provider, pioneering innovative solutions that drive the growth and prosperity of our clients.

Our Team

Arvindbhai Shah

Arvindbhai Shah

Founder

Arvindbhai Keshavlal Shah is the visionary founder and guiding force behind Chirag Investments and Ckredence Wealth. With a dream that began 34 years ago, he aimed to make investments accessible and feasible for everyone.Mr. Arvindbhai brings immense expertise in finance and accounting, ensuring that each client receives tailored solutions to meet their specific needs. His cost-effective operational methods guarantee that the company provides maximum services at minimal charges. Known for his kind-hearted and compassionate nature, Mr. Arvindbhai is dedicated to fostering lifelong relationships with both clients and employees. Over three decades, he has built a formidable financial institution renowned for its exemplary service tradition.

ARVIND.SHAH@CKREDENCEWEALTH.COM
Chirag Shah

Chirag Shah

CEO, Director

Chirag Arvindbhai Shah, the son of Mr. Arvindbhai Shah, is the Managing Director of Chirag Investments and Ckredence Wealth. He upholds his father’s astute business policies and has successfully advanced the family legacy. Certified in various finance and investment courses, Chirag brings a fresh and innovative perspective to the company. He is dedicated to developing new investment strategies and creating diverse avenues for fund diversification. Over the past 26 years, Chirag has built commendable relationships with clients, understanding their needs and securing the best possible investment opportunities for them.

LINKEDINCHIRAG.SHAH@CKREDENCEWEALTH.COM
Kartik Mehta

Kartik Mehta

CIO, PMS Fund Manager

Mr. Kartik Bhaskerray Mehta is the Chief Investment Officer and Fund Manager of Portfolio Management Services at Ckredence Wealth. Recently joining our team, he holds an MBA in Finance from the Indian Institute of Finance, Delhi, and brings 20+ years of extensive experience in Finance and Equity Management. His impressive market knowledge is backed by his tenure at esteemed institutions such as IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd., and Asset Alliance Securities Pvt Ltd. Mr. Kartik is exceptionally qualified to manage client portfolios and develop comprehensive investment strategies.

KARTIK.MEHTA@CKREDENCEWEALTH.COM

OUR JOURNEY

35+ Years Journey

1987

Chirag Investments, the precursor to Ckredence Wealth, was founded under the leadership of Shri Arvindbhai K. Shah.

1995

Mr. Chirag Shah assumed control of the organization, integrating modern technology and reinforcing core principles of transparency, customer-centricity, research orientation, and knowledge focus.

2000

The company became a sub-broker for equity markets with Sushil Financial Services Pvt. Ltd., Mumbai, and expanded its services to include IPOs, Demat accounts, and Fixed Deposits.

2004

Achieved the status of Master Franchise for Sushil Financial Services Pvt. Ltd. in South Gujarat.

2007

Chirag Investments ventured into mutual funds and equity derivatives.

2011

Expanded services to include currency and insurance-related offerings.

2021

Launched Portfolio Management Services (PMS) and restructured to form Ckredence Wealth Management Private Limited.

2022

Introduced Registered Investment Advisor (RIA) services to provide goal-based and tailored investment solutions to clients.

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WHY CHOOSE US

At Ckredence Wealth, we offer tailored investment solutions designed to meet your unique financial goals. Our client-centric approach ensures that your success is our top priority. With a dedicated service team ready to go the extra mile, we are committed to answering all your queries and guiding you towards financial prosperity.

TrustworthyWealthGrowthSecure & SafeDisciplineProsperity

Our Values

Building trust through clear, honest communication

Being Ethical

We uphold the highest ethical standards, ensuring integrity in every decision we make

Transparency

We believe in clear and open communication, empowering our clients with the knowledge they need

Our Strengths

Decades of experience in financial markets

Available online and offline

Accessible anytime, anywhere, we ensure you can engage with us both online and offline

Top-notch customer service

Our dedicated team provides exceptional customer service, ready to assist you at every step

Client-centricity

We put our clients first, tailoring our solutions to meet your unique investment needs

Secure and easy transactions

Accessible anytime, anywhere, we ensure you can engage with us both online and offline

Time-sensitive approach

Our dedicated team provides exceptional customer service, ready to assist you at every step

Integrity and transparency

We put our clients first, tailoring our solutions to meet your unique investment needs