Credent Asset Management Services Pvt Ltd

Credent Asset Management Services Pvt Ltd

AUM (Cr.)

182.85

Clients

74

Inv. Approach

1

As On Date

30 September 2025

Credent Asset Management Services Pvt. Ltd. PMS is an emerging portfolio management firm in India that focuses on delivering customized, research-driven investment solutions for high-net-worth individuals (HNIs), NRIs, and institutional clients. Established in 2014 and headquartered in Mumbai, the company operates as a SEBI-registered portfolio manager, offering discretionary, non-discretionary, and advisory services tailored to individual investor goals and risk profiles.

At its core, Credent follows a philosophy centered on disciplined wealth creation, where risk management, capital preservation, and long-term returns are carefully balanced. The firm emphasizes a structured investment process backed by deep research, combining both top-down macroeconomic analysis and bottom-up stock selection. This hybrid approach allows it to identify companies with strong earnings visibility, robust cash flows, and attractive valuations, ensuring a favorable risk-reward equation for investors.

One of the distinguishing aspects of Credent PMS is its multi-asset and cross-border investment capability. Through its broader Credent Global platform, the firm provides access to both domestic and international opportunities, including equities, debt instruments, mutual funds, startups, and alternative investments. This diversified approach enables investors to benefit from global market trends while maintaining a well-balanced portfolio.

The firm currently manages assets worth approximately ₹185–190 crore and offers a focused PMS strategy, primarily in the multi-cap and flexi-cap segment through its “Aim Multi Cap” strategy. This strategy invests across market capitalizations and sectors, aiming to capture growth opportunities while maintaining diversification. The minimum investment threshold typically aligns with SEBI norms, starting at ₹50 lakh, making it suitable for serious long-term investors.

Credent’s leadership team brings significant experience in equity research, fund management, and capital markets, with professionals who have managed large institutional funds and worked across global markets. Their expertise is reflected in the firm’s disciplined due diligence process and active portfolio monitoring, ensuring timely adjustments based on market conditions.

Overall, Credent Asset Management Services PMS positions itself as a boutique yet forward-thinking portfolio manager that combines global perspective, analytical rigor, and personalized service. While still growing in scale compared to larger PMS players, its focus on innovation, cross-border investing, and client-centric strategies makes it an appealing option for investors seeking differentiated and professionally managed portfolios in India.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Aim Multi cap Multi Cap & Flexi Cap -8.30% 14.58% NA NA Mar 2023

*Returns are as of 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 Naysar Shah
Mr Naysar Shah

Fund Manager

He brings over 22 years of experience in Equity Research and Fund Management, with a proven track record of delivering consistent performance across market cycles. During his tenure at Birla Sun Life, he managed funds with an AUM of approximately ₹2,500 crore for over four years. His extensive experience spans tracking and analyzing a wide range of companies across sectors and market capitalizations, giving him deep insights into business dynamics, valuation, and long-term wealth creation strategies.

AMC Reg. Address

One BKC, C Wing, 6th Floor, Unit no. 609, BKC, Mumbai-400051 SEBI Reg No.: INP000006101

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