PORTFOLIO MANAGEMENT SERVICES (PMS)
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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
Investment Approach Performance Chart
Investment Philosophy
Invest with an objective of generating long term wealth with sustained capital appreciation. The ideology of risk adjusted returns is followed which additionally helps in capital preservation.
PMS Certificates
PMS Registration Certificate
Disclosure Documents
Contact Details of the Principal Officer
Name :
Mr Kartik Mehta Bhaskerray
Email Id :
kartik.mehta@ckredencewealth.com
Phone Number :
9987295266
Registration No:
INP000007164
Registration Type:
Non-Individual
Registration Validity:
Perpetual
SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006
COMPLAINT DASHBOARD - PORTFOLIO MANAGEMENT SERVICES (PMS)
| Complaints Received From | Pending at the end of the month | Received | Resolved* | Total Pending# | Pending > 3 Months | Avg. Resolution ^ (in days) |
|---|---|---|---|---|---|---|
| Directly from Investors | Nil | Nil | NA | NA | NA | NA |
| SEBI (SCORES) | Nil | Nil | NA | NA | NA | NA |
| Other Source (if any) | Nil | Nil | NA | NA | NA | NA |
| Grand Total | Nil | Nil | NA | NA | NA | NA |
Trend of monthly disposal of complaints
| Month | Carried forward from previous month | Received | Resolved* | Pending# |
|---|---|---|---|---|
| Feb-22 | Nil | Nil | NA | NA |
| Jan-22 | Nil | Nil | NA | NA |
| Dec-22 | Nil | Nil | NA | NA |
| Nov-22 | Nil | Nil | NA | NA |
| Oct-22 | Nil | Nil | NA | NA |
| Sep-22 | Nil | Nil | NA | NA |
| Aug-22 | Nil | Nil | NA | NA |
| Jul-22 | Nil | Nil | NA | NA |
| Jun-22 | Nil | Nil | NA | NA |
Trend of Annual Disposal of Complaints
| Year | Carried forward from previous Year | Received | Resolved* | Pending# |
|---|---|---|---|---|
| 2021-22 | 0 | 0 | NA | NA |
| Grand Total | 0 | 0 | NA | NA |
Ckredence Wealth © 2022
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
Info
AMFI ARN NO.
52902
RIA SEBI Regn No.
INA000016588
PMS SEBI Regn No.
INP000007164
SEBI Regn No.
AP0106360135292
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