Information only. Not advice, not a marketplace.
557 clients · 62 months · INP000007164
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000007164 |
| Date of Registration | 2021-02-26 |
| Registered since | 5 yr 7 mo |
| Principal Officer | Mr.Kartik Bhaskerray Mehta |
| Principal Officer Email | kartik.mehta@ckredencewealth.com |
| Contact Number | 91-0261-4084421 |
| Compliance Officer | Mr.PRAKASHKUMAR BHAGVANBHAI MAVANI |
| Compliance Email | PRAKASH.MAVANI@CKREDENCEWEALTH.COM |
| Address | 901,902,903, International Wealth Center,VIP Road, Vesu,SURAT,Surat,GUJARAT,INDIA,395007 |
| Age | 62 months |
Strategies
Open a strategy, then add up to four to Compare.
Sort by:
Showing 11 of 11 strategies
Trailing return from filed months
- 1Y
- 15.51%
- 3Y
- 14.56%
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- 15.58%
- 3Y
- 15.69%
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- 12.47%
- 3Y
- Not reported
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 11.83%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 19.40%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 4.30%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 10 months · Sparse · 10 mo
Sparse track recordNeeds 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
0.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
-2.82
Needs 12 months
Needs 12 months
Needs 12 months
80.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 4 months · Sparse · 4 mo
Sparse track recordNeeds 12 months
Not reported
Needs 12 months
Needs 12 months
Needs 12 months
Not reported
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
CKREDENCE WEALTH MANAGEMENT Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has CKREDENCE WEALTH MANAGEMENT Private Limited performed?
- CKREDENCE WEALTH MANAGEMENT Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do CKREDENCE WEALTH MANAGEMENT Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many CKREDENCE WEALTH MANAGEMENT Private Limited strategies are listed?
- 11 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched CKREDENCE WEALTH MANAGEMENT Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more