REGISTERED INVESTMENT ADVISOR (RIA)

WHAT WE DO?

We at Ckredence Wealth explain the investment ideas of our experts and propose adequate investment solutions to our clients. Understanding investors’ risk profiles, identifying the needs and goals of the clients, and providing them with recommendations and advice related to their portfolio and investment

Our Clients reap the following benefits

Minimisation of Portfolio Risk

Developing a tactical Asset Allocation

Maximise your Investment Performance

Diversified Stock Investment

RIA Certificates

RIA Registration Certificate

Contact Details of the Principal Officer

Name :
Mr Shreyas Bhukhanwala

Email Id :
shreyasb82@gmail.com

Phone Number :
+91 9820999309

Registration No:
INA000016588

Registration Type:
Non-Individual

Registration Validity:
Perpetual

SEBI Regional Office Address: SEBI Bhavan, Panchvati 1st Lane, Gulabi Tekra Road, Ahmedabad - 380006

COMPLAINT DASHBOARD - REGISTERED INVESTMENT ADVISOR (RIA)

Data for the month end - May, 2023

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

"^ 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

Month	Carried forward from previous month	Received	Resolved*	Pending#
May-23	Nil	Nil	NA	NA
Apr-23	Nil	Nil	NA	NA
Mar-23	Nil	Nil	NA	NA
Feb-23	Nil	Nil	NA	NA
Jan-23	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