Ckredence Wealth Management Pvt Ltd
Ckredence Wealth Management Pvt. Ltd. PMS is a SEBI-registered portfolio management service provider in India, catering primarily to high-net-worth individuals (HNIs) seeking personalized and professionally managed investment solutions. The firm, headquartered in Surat, has evolved from a legacy financial advisory business established in 1987 into a full-fledged wealth management company, launching its PMS division in 2021.
The PMS offerings at Ckredence are built around a client-centric philosophy that emphasizes customization, transparency, and long-term wealth creation. Each portfolio is tailored according to the investor’s financial goals, risk appetite, and investment horizon. The firm primarily focuses on direct equity investments, allowing clients to benefit from capital appreciation as well as dividend income, while maintaining full visibility into portfolio holdings and performance.
Ckredence Wealth follows a disciplined investment strategy driven by fundamental research and macroeconomic analysis. Its core objective is to generate sustainable, risk-adjusted returns over the long term while preserving capital. The PMS strategies are diversified across multiple approaches, including All Weather, Diversified, Business Cycle, and ICE Growth strategies. These approaches aim to balance growth and risk by investing across sectors, market caps, and economic cycles, ensuring resilience in varying market conditions.
As of early 2026, the firm manages assets exceeding ₹680 crore across multiple PMS schemes, with a growing client base and expanding presence in cities like Mumbai and Vadodara. The minimum investment requirement typically starts at ₹50 lakh, aligning with regulatory norms for PMS in India.
The investment team is led by experienced professionals, including Chief Investment Officer Kartik Mehta, who brings over two decades of experience in equity markets and asset management. His expertise, combined with a structured research process, enables the firm to identify high-quality businesses with strong growth potential.
Overall, Ckredence Wealth Management PMS positions itself as a boutique yet rapidly growing portfolio manager, offering a blend of personalized service, disciplined investing, and transparent reporting. It is particularly suited for investors seeking actively managed equity portfolios with a long-term wealth creation focus and a strong emphasis on risk management.
