Ckredence Wealth Management Pvt Ltd

AUM (Cr.)

637.12

Clients

444

Inv. Approach

As On Date

30 September 2025

Ckredence Wealth, a SEBI-registered Portfolio Management Service (INP000007164), is dedicated to helping clients achieve their financial goals through expert, research-driven investment strategies. With a deep understanding of financial markets and a commitment to precision, we design and manage customized portfolios aligned with each client’s unique objectives. Our experienced team works closely with investors to navigate market complexities with confidence, leveraging years of expertise across diverse asset classes and investment vehicles. At Ckredence Wealth, we combine analytical rigor with personalized guidance to build and manage well-diversified portfolios that drive long-term growth and financial success.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
All Weather Fund	Multi Cap & Flexi Cap	-0.81%	14.02%	18.27%	NA	Jun 2021
Diversified Fund	Multi Cap & Flexi Cap	-0.96%	15.75%	21.17%	NA	Jun 2021
Business Cycle Fund	Multi Cap & Flexi Cap	-1.07%	NA	NA	NA	Nov 2023
ICE Growth	Multi Cap & Flexi Cap	1.79%	NA	NA	NA	Oct 2024

* Returns are as on 30th September 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mr Kartik Bhaskerray Mehta

Fund Manager

Mr. Kartik Bhaskerray Mehta serves as the Fund Manager of Portfolio Management Services, bringing over two decades of rich experience in finance and equity management. With an MBA in Finance from the Indian Institute of Finance, Delhi, Mr. Mehta possesses deep market insight and a proven ability to craft effective investment strategies. Over the years, he has been associated with reputed institutions such as IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt. Ltd., and Asset Alliance Securities Pvt. Ltd. His extensive expertise and hands-on approach make him exceptionally well-equipped to manage client portfolios and deliver disciplined, research-backed investment performance.

Ckredence Wealth Management Pvt Ltd

PMS Investments

Portfolio Managers

Mr Kartik Bhaskerray Mehta

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