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

Ckredence Wealth, a Portfolio Management Services (PMS) provider registered with SEBI (INP000007164), offers specialized advisory services to facilitate the attainment of clients' financial objectives. Our firm possesses comprehensive market insights and the requisite proficiency for precise investment portfolio management. We engage in close collaboration with clients to gain a granular understanding of their financial aspirations and to equip them with the confidence to navigate market intricacies. Our seasoned team of professionals has dedicated extensive periods to studying diverse investment opportunities and has cultivated specialized competencies to simplify your investment decision-making process. Leveraging our profound expertise across a broad spectrum of asset classes and investment instruments, we are equipped with the requisite knowledge and experience to assist clients in constructing and managing diversified portfolios tailored to their individual requirements.

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

Portfolio Management Services are overseen by Mr. Kartik Bhaskerray Mehta, who serves as the Fund Manager. He holds an MBA in Finance from the Indian Institute of Finance, Delhi, and possesses over two decades of experience in financial and equity management, contributing significant market acumen. His prior roles at reputable organizations including IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, establish him as a well-qualified professional for managing client portfolios and developing robust investment strategies.

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Regulatory Information

SEBI Registration: INP000007164

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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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