REGISTERED INVESTMENT
ADVISOR (RIA)
Expertly Managed Portfolios Designed to Grow, Protect, and Sustain Your Wealth for the Future
OUR INVESTMENT APPROACHES
Ckredence Vision 2047
Ckredence Vision 2047 portfolio is constructed to capitalize on the structural changes taking place in the Indian economy as it emerges to gain the title of 'Developed Nation' by the year 2047 favouring various industries over the years. The portfolio is meant to be a core buy and hold approach for investors seeking long-term capital appreciation.
{Inception: 17 September, 2025}
10 Lakhs
Min. Investment Amt
2307
BSE Enlistment No.
20-25
No. of Holdings
Flexi Cap
RIA Strategy
Ckredence Next Wave Opportunity
Ckredence NextWave Opportunity portfolio is constructed to take advantage of the changing business cycles and look out for sectors currently facing headwinds but are well-positioned to turnaround with robust fundamentals. The portfolio mostly invests near to the expansion phase keeping in mind the sectoral and market capitalization exposure to achieve long-term capital appreciation and ride different business cycles.
{Inception: 12 September, 2025}
10 Lakhs
Min. Investment Amt
2307
BSE Enlistment No.
20-25
No. of Holdings
Flexi Cap
RIA Strategy
Ckredence All Season
The strategy is constructed to ensure diversified exposure across various asset classes and market capitalizations while simultaneously maintaining concentrated conviction across strong fundamentals and high-growth companies. The approach uses a mix of both top-down and bottom-up approaches leading to flexibility in investing in the available opportunities. However, strategy will be actively managed to respond effectively to the changing market conditions and take advantage of the market dynamics with an endeavor to enhance returns without taking undue risk.
{Inception: 17 February, 2026}
10 Lakhs
Min. Investment Amt
2307
BSE Enlistment No.
25-30
No. of Holdings
Flexi Cap
RIA Strategy
Compliance Audits
Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SEBI (Investment Advisers) Regulations, 2013 for last and current financial year are as under:
FINANCIAL YEAR
AUDIT STATUS
OBSERVATIONS
2025-26
Completed
Nil
CONTACT DETAILS OF THE PRINCIPAL OFFICER
Ckredence Wealth Management Pvt Ltd
Name :
Mr. Mohit Patel
Registration No:
INA000020846
Registration Type:
Non-Individual
Email Id :
mohit.patel@ckredencewealth.com
Phone Number :
0261-69444670
Registration Validity:
August 7, 2025 – Perpetual
SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006