Ckredence Wealth PMS or Portfolio Management – Performance, Cost, Support & more
Ckredence Wealth PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Ckredence Wealth Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Ckredence Wealth PMS - Snapshot
Total AUM
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Ckredence Wealth Portfolio Management Review & Ratings by Franchisebyte
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Experience
Support
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Star Rating
Overview of Ckredence Wealth Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Ckredence Wealth PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Ckredence Wealth PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
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Ckredence Wealth PMS Investment Strategies
| Strategy Name | All Weather Fund | Diversified Fund | Business Cycle Fund | ICE Growth |
| Start Date | 11-Jun-21 | 23-Jun-21 | 10-Nov-23 | 01-Oct-24 |
| Category | Flexi Cap | Flexi Cap | Flexi Cap | Flexi Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | Nifty 50 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 32.66% | 32.63% | NA | NA |
| 3 Yr. Return | 17.54% | 20.37% | NA | NA |
| 5 Yr. Return | NA | NA | NA | NA |
| Fund Manager | Mr. Kartik Bhaskerray Mehta | Mr. Kartik Bhaskerray Mehta | Mr. Kartik Bhaskerray Mehta | Not Disclosed |
Top Portfolio Managers of Ckredence Wealth Portfolio Management Services
#1
Ckredence Wealth Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Ckredence Wealth Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Ckredence Wealth PMS - SEBI Details
SEBI Reg. No.
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Ckredence Wealth Portfolio Management Services - Eligibility Criteria
Age
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Ckredence Wealth Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Ckredence Wealth PMS Backoffice or Dashboard Link
Web Platform
