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Ckredence Wealth Management Pvt Ltd
Ckredence Wealth Management Pvt Ltd

Ckredence Wealth Management Pvt Ltd

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AUM₹ 704.15 Cr
(As on Oct, 2025)
No. of schemes4
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About Ckredence Wealth Management Pvt Ltd

Ckredence Wealth Management Pvt Ltd manages assets worth Rs 704.15 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap schemes.

bt_logoPORTFOLIO MANAGERS

Kartik Bhaskerray Mehta
Kartik Bhaskerray Mehta
  • Schemes managed 4
  • Total AUM Undisclosed
  • Highest return in 1 year +8.29 %
Profile

Mr Kartik Bhaskerray Mehta is the Fund Manager of Portfolio Management Services. Armed with an MBA in Finance from the Indian Institute of Finance, Delhi, and with 20+ years of experience in Finance and Equity Management, he brings to the table an impressive knowledge of the market. Having worked with various esteemed institutions like IDFC Asset Management Ltd., Canara Robeco Asset Management Ltd., Sushil Financial Services Pvt Ltd, and Asset Alliance Securities Pvt Ltd, Mr. Kartik is the ideal person to manage a client portfolio and create comprehensive investment strategies.

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21
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bt_logoAMC DETAILS

Address
901–903, International Wealth Centre, VIP Road, Vesu, Surat – 395007, Gujarat
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bt_logoPMS SCHEMES

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Compare
Ckredence Wealth - All Weather Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
29 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.77%
Benchmark Return
4.27%
ICE Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
44 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.22%
Benchmark Return
4.27%
Ckredence Wealth - Diversified Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
50 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
5.07%
Benchmark Return
4.27%
Business Cycle Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 7.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
74 Out of 251
Fixed Fee
2.50% or 0.75% or 0.25%
Scheme Return
4.42%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Ckredence Wealth Management Pvt Ltd ?
The total AUM managed by Ckredence Wealth Management Pvt Ltd is ₹ 704.15 crores
What is the total number of schemes managed by Ckredence Wealth Management Pvt Ltd ?
The total number of schemes managed by Ckredence Wealth Management Pvt Ltd is 4
What is the best performing PMS scheme of Ckredence Wealth Management Pvt Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is ICE Growth.
What is the best performing PMS scheme of Ckredence Wealth Management Pvt Ltd in 3 years?
The best performing PMS scheme of Ckredence Wealth Management Pvt Ltd in 3 years is Ckredence Wealth - Diversified Fund

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