PORTFOLIO MANAGEMENT SERVICES (PMS)
Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future
What Do We Do?
Ckredence Wealth offers Portfolio Management Services (PMS) tailored for high-net-worth clients. Our expert portfolio managers design and manage investment portfolios to align with each client’s specific financial goals and needs.
OUR BENEFITS
Personalised and Professional Management
Invesr directly in companies, benefiting from growth and dividends
Timely Updates & Reporting
Regular insights to keep you informed on your investments
Transparent & Concentrated Investments
Clear, focused approaches that prioritize your interests
OUR INVESTMENT APPROACHES
All Weather Investment Approach
The primary objective of All-weather Investment Approach is to generate long term capital appreciation and superior returns by investing across asset classes.
{Inception: 11 June, 2021}
246+ Cr
Total AUM
51.3
Portfolio P / E
32
Stocks
5+ Years
Fund Age
Diversified Investment Approach
Diversification Investment Approach intends to invest in baskets of stocks with no undue concentration in any stock or sector.
{Inception: 23 June, 2021}
146+ Cr
Total AUM
40.7
Portfolio P / E
30
Stocks
5+ Years
Fund Age
Business Cycle Investment Approach
The objective of the fund is to generate long-term wealth by identifying and investing in sectors & companies which are at the cusp of the growth cycle.
{Inception: 10 November, 2023}
197+ Cr
Total AUM
35.7
Portfolio P / E
34
Stocks
2+ Year
Fund Age
Ice Growth Investment Approach
ICE Growth Investment Approach intends to invest in baskets of stocks covering consumption, exports and investment aspects of the economy with no undue concentration in any stock or sector.
{Inception: 01 October, 2024}
187+ Cr
Total AUM
71.0
Portfolio P / E
32
Stocks
1+ Years
Fund Age
Investment Philosophy
Our goal is to generate long-term wealth through sustained capital appreciation. We focus on achieving risk-adjusted returns to maximize gains while preserving capital. By diversifying our portfolio and continuously analyzing market trends, we aim to balance growth opportunities with risk management.
CONTACT DETAILS OF THE PRINCIPAL OFFICER
Ckredence Wealth Management Pvt Ltd
Name :
Mr Kartik Bhaskerray Mehta
Registration No:
INP000007164
Registration Type:
Non-Individual
Email Id :
kartik.mehta@ckredencewealth.com
Phone Number :
0261-6946645
Registration Validity:
Perpetual
SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006