16/0/2023

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5 mins read

Best PMS Service Providers in Surat

Ckredence Wealth offers Portfolio Management Services (PMS) in Surat. The investment portfolio of a customer is customised by a qualified money manager or portfolio manager to meet that client's unique needs.Specialized financial services are given as individualised investment solutions under the heading of portfolio management services. Professional portfolio managers who offer clients freedom and flexibility to invest in line with specified goals deliver the services. The investment portfolio is divided up by the portfolio manager across a number of financial instruments, including stock, debt, government bonds, structured products, and certain individual securities. PMS is comparable to mutual fund investing, but the investor has better control over the investment choices and holds a variety of assets as opposed to fund units.

Individual stocks become your property when you invest in PMS. According to SEBI regulations, only organisations that have registered with SEBI to offer PMS services to clients may do so. The minimum investment needed to start a PMS account is Rs. 5 lacs, in accordance with SEBI regulations. However, the minimum balance requirements for various products vary amongst different suppliers. For instance, Birla AMC PMS requires a minimum purchase quantity of Rs. 25 lacs for a product. Equity broking companies and wealth management services in India also offer portfolio management services.

What Ckredence can help you with PMS?

Portfolio Management Services are provided by Ckredence Wealth for high-net-worth clientele (PMS). The investment portfolio of a customer is customised by a qualified money manager or portfolio manager to meet that client's unique needs.

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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

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CIN: U67120GJ2001PTC039294

Chirag Stockbroker Pvt Ltd-

CIN: U67120GJ2005PTC4557

Chirag Financial Services -

REGN NO: GUJ/SRT/(17) – 40682

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info@ckredencewealth.com

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Info

AMFI ARN NO.

52902

RIA SEBI Regn No.

INA000016588

PMS SEBI Regn No.

INP000007164

SEBI Regn No.

AP0106360135292

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