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Ckredence Wealth Management Pvt Ltd – Portfolio Management Services (PMS)

Ckredence Wealth is an SEBI registered PMS(INP000007164). We provide expert guidance to help our clients achieve their financial goals. We have a deep understanding of the markets and the expertise to manage investment portfolios with precision. We work closely with our clients to develop a thorough understanding of their financial objectives and help them navigate the complexities of the market with confidence. Our team of professionals has dedicated years to understanding various investment avenues and possesses specialized skills to assist you in making investment decisions with ease. With our deep expertise in a wide range of asset classes and investment vehicles, we have the knowledge and experience necessary to help our clients build and manage a diversified portfolio that meets their unique needs

AUM (₹ Cr)

704.94

Clients

473

Strategies

4

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Ckredence Wealth Management Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
All Weather Fund Multi Cap & Flexi Cap 7.74% 20.01% — Jun 2021
Diversified Fund Multi Cap & Flexi Cap 6.99% 21.80% — Jun 2021
Business Cycle Fund Multi Cap & Flexi Cap -1.07% — — Nov 2023
ICE Growth Multi Cap & Flexi Cap 2.40% — — Oct 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Kartik Bhaskerray Mehta

Fund Manager

Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 20+ years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.

Interested in Ckredence Wealth Management Pvt Ltd?

Get in touch with our investment advisors to learn more about Ckredence Wealth Management Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000007164

Registered Office: 901–903, International Wealth Centre, VIP Road, Vesu, Surat – 395007, Gujarat

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)