Ckredence Wealth offers Portfolio Management Services (PMS) designed for high-net-worth individuals, with a focus on personalized and professional management. The firm provides direct equity investments to capture business growth and dividends, while ensuring transparency, timely updates, and concentrated strategies aligned with client interests. Its investment philosophy centers on generating long-term wealth through sustained capital appreciation, achieving risk-adjusted returns, and balancing growth opportunities with prudent risk management
| Investment Approach | Category | 1 M | 3 M | 6 M | 1 Y | 2 Y | 3 Y | 5 Y | Inception | AUM (Cr.) | Inception Date |
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KARTIK B MEHTA
Fund manager at CKREDENCE WEALTH MANAGEMENT PRIVATE LIMITED
KARTIK B MEHTA
Fund manager at CKREDENCE WEALTH MANAGEMENT PRIVATE LIMITED
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.