16/0/2023

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5 mins read

REGISTERED INVESTMENT ADVISOR (RIA) in Surat

Ckredence wealth-Registered Investment Advisor (RIA) in Surat is an individual or a firm that advises high net worth individuals on investments and manages their portfolios. RIAs will have a fiduciary responsibility towards their clients, which means that they have a moral obligation to give financial advice that is always in the best interests of their clients.

RIAs are directly regulated by the Securities and Exchange Commission (SEC), are thought to be acting in a fiduciary capacity, and as a result, are expected to behave more ethically than licenced agents. According to this standard trustee, the RIA is required to always, without exception, put the client's best interests ahead of its own, regardless of the situation.

Additionally, RIAs must disclose any potential conflicts of interest to their clients and conduct themselves responsibly at all times. Some RIAs bill their clients on the basis of a proportion of the assets they have under management, while others bill on an hourly or flat rate basis. A Series 65 licence is required for advisors who use this approach for their business.

We offers Benefits to our Clients: * Minimisation of Portfolio Risk * Developing a tactical Asset Allocation * Maximise your Investment Performance * Diversified Stock Investment

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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

Chirag Stockbroker Pvt Ltd-

CIN: U67120GJ2005PTC4557

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

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AMFI ARN NO.

52902

RIA SEBI Regn No.

INA000016588

PMS SEBI Regn No.

INP000007164

SEBI Regn No.

AP0106360135292

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