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Credent 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 Credent Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Credent PMS - Snapshot

Total AUM

Rs.178.17 Cr.

1 Year Return

34.31%

Minimum Investment

Rs.50 Lakh

Experience

7 Years

Active Clients

61

Credent Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.57 / 5

Fees

3.50 / 5

Experience

3.68 / 5

Support

3.66 / 5

Facilities

3.54 / 5

Overall Rating

3.59 / 5

Star Rating


Overview of Credent Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Aditya Vikram Kanoria

Founded In (year)

2017

No. of Active Clients

61

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Credent PMS Returns or Performance

1 Year

34.31%

Nifty 50 - 1 Year

17.34%

3 Year

NA

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Credent PMS Charges or Cost

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Credent PMS Investment Strategies

Strategy Name Aim Multi cap
Start Date 20-Mar-23
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 34.31%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr. Naysar Shah

Top Portfolio Managers of Credent Portfolio Management Services

#1

Mr. Naysar Shah

Credent Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Credent Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.25% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Credent PMS - SEBI Details

SEBI Reg. No.

INP000006101

Contact Person

Naveen Nath

Telephone No.

022 6820 8901

Address

One BKC, G Block, C-Wing, 9th Floor, Unit No. 915, Bandra Kurla Complex, Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Aug 16, 2018

Credent Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Credent Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Credent PMS Backoffice or Dashboard Link

Web Platform

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