Frequently Asked Questions

What Is PMS?

Who Is an Ideal PMS Investor?

Do You Guarantee the Initial Corpus and Any ‘Return’ Thereon?

What Is the Time Horizon?

Does The Portfolio Management Service Have Any Lock-In Period?

What Is the Paperwork and Documentation Needed to Open a PMS Account?

Can I Withdraw My Profit Any Time?

What If I Terminate from The Pms Before One Year?

How reliable Portfolio Management Services?

What fees can a Portfolio Manager charge from its clients for the services rendered by him?

Can NRIs invest in PMS?

Is Partial withdrawal of Portfolio permitted, for the existing client of Portfolio Managers?

What kind of reports can the client expect from Portfolio Managers?

What is the tax treatment in PMS Investment?

Where can an investor file their complaints?

Ckredence Wealth Management Pvt. Ltd. © 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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Related Links

AMFISEBISCORESBSEINDIANSEINDIA

Info

AMFI ARN NO.

52902

RIA SEBI Regn No.

INA000016588

PMS SEBI Regn No.

INP000007164

SEBI Regn No.

AP0106360135292

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