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164 clients · 61 months · INP000002478
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. | INP000002478 |
| Date of Registration | 2024-04-01 |
| Registered since | 1 yr 6 mo |
| Principal Officer | Mr.Vivek Sinha |
| Principal Officer Email | pravin.kurundwad@credit-suisse.com |
| Contact Number | 91-022-67773700 |
| Compliance Officer | Mrs.Coralisa Rocher |
| Compliance Email | ol-indiapbcompliance@ubs.com |
| Address | 9th Floor, Ceejay House, Plot No F, Shivsagar Estate, Dr. Annie Besant Road, Worli, Mumbai, MUMBAI, MAHARASHTRA,INDIA,400018 |
| Age | 61 months |
Strategies
Open a strategy, then add up to four to Compare.
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Showing 8 of 8 strategies
Trailing return from filed months
- 1Y
- 13.90%
- 3Y
- 12.88%
- 5Y
- 11.29%
Equity Large Cap Oriented
Dormant · no recent filingsAge: 61 months
Trailing return from filed months
- 1Y
- 12.83%
- 3Y
- 10.79%
- 5Y
- 9.14%
Fixed Income-Medium Term
Dormant · no recent filingsAge: 61 months
Trailing return from filed months
- 1Y
- 3.84%
- 3Y
- 3.62%
- 5Y
- 6.65%
Fixed Income-Short term
Dormant · no recent filingsAge: 61 months
Trailing return from filed months
- 1Y
- 3.35%
- 3Y
- 5.13%
- 5Y
- 5.84%
Premium Mixed-Aggressive
Dormant · no recent filingsAge: 61 months
Trailing return from filed months
- 1Y
- 2.41%
- 3Y
- 4.90%
- 5Y
- 7.69%
Premium Mixed-Balanced
Dormant · no recent filingsAge: 61 months
Trailing return from filed months
- 1Y
- 5.68%
- 3Y
- 9.13%
- 5Y
- 8.98%
Age: 3 months · Sparse · 3 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
Age: 3 months · Sparse · 3 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
Credit Suisse Securities India Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Credit Suisse Securities India Private Limited performed?
- Credit Suisse Securities India 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 Sep_2025). Learn more
- Where do Credit Suisse Securities India 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 Credit Suisse Securities India Private Limited strategies are listed?
- 8 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 Credit Suisse Securities India 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