PORTFOLIO MANAGEMENT SERVICES (PMS)

GET IN TOUCH

WHAT WE DO?

For high-net-worth clients, Ckredence Wealth offers Portfolio Management Services (PMS). A professional money manager or portfolio manager tailors the investment portfolio of a client to suit his/her specific needs.

Our Clients reap the following benefits

Personalised and Professional Management of Portfolio

Timely Updates & Reporting

Transparent & Concentrated Investments for Individuals

PMS Certificates

PMS Registration Certificate

Disclosure Documents

COMPLAINT DASHBOARD - PORTFOLIO MANAGEMENT SERVICES (PMS)

Data for the month end - November, 2022
Complaints Received FromPending at the end of the monthReceivedResolved*Total Pending#Pending > 3 MonthsAvg. Resolution ^ (in days)
Directly from InvestorsNilNilNANANANA
SEBI (SCORES)NilNilNANANANA
Other Source (if any)NilNilNANANANA
Grand TotalNilNilNANANANA
"^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the curent month"

Trend of monthly disposal of complaints

MonthCarried forward from previous monthReceivedResolved* Pending#
Nov-22NilNilNANA
Oct-22NilNilNANA
Sep-22NilNilNANA
Aug-22NilNilNANA
Jul-22NilNilNANA
Jun-22NilNilNANA
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

YearCarried forward from previous YearReceivedResolved*Pending#
2021-2200NANA
Grand Total00NANA
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

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

TwitterLinkedInYouTubeInstagramTelegram

Related Links

AMFISEBISCORESBSEINDIANSEINDIA

Info

AMFI ARN NO.

52902

RIA SEBI Regn No.

INA000016588

PMS SEBI Regn No.

INP000007164

SEBI Regn No.

AP0106360135292

Developed by: